机械ETF（516960）涨超1.1%，固态电池技术升级或带动设备需求

Group 1 - The solid-state battery industry is experiencing dual drivers from policy and technology, with the Ministry of Industry and Information Technology including all-solid-state batteries in the new industrial standard system, accelerating technological iteration and industrialization [1] - Solid-state batteries offer high energy density (semi-solid 350-400Wh/kg, all-solid over 500Wh/kg) and high safety advantages, with applications expanding in new energy vehicles, consumer electronics, and low-altitude economy [1] - It is expected that the global penetration rate of solid-state batteries will reach 3% (76GWh) by 2027 and increase to 8% (271GWh) by 2030, with a compound annual growth rate of 92% from 2024 to 2030 [1] Group 2 - In the industry chain, sulfide solid electrolytes are becoming the mainstream route for all-solid-state batteries, although current costs are high (hundreds of thousands of yuan per ton) [1] - Silicon-based anodes are seen as a medium-term solution, with production capacity expected to be released in 2025 [1] - The equipment sector is expected to see incremental space due to new process demands such as dry electrode and isostatic pressing [1] Group 3 - The mechanical ETF tracks a segmented mechanical index compiled by China Securities Index Co., Ltd., selecting listed company securities from the Shanghai and Shenzhen markets involved in engineering machinery and industrial robots to reflect the overall performance of quality enterprises in the mechanical equipment industry [1] - This index has strong industry representativeness and is suitable for investors focusing on the development of the mechanical equipment industry [1]