科创新能源ETF(588830)上涨近4%，固态电池技术进展+反内卷催化走高

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index (000692) has seen a strong increase of 3.67%, with significant gains in constituent stocks such as Daqo New Energy (688303) up 10.67%, Laplace (688726) up 8.78%, and Trina Solar (688599) up 7.14% [1] - Anhui Anwa New Energy Technology Co., Ltd. announced the successful launch of the first GWh-level new solid-state battery production line, marking a milestone in China's solid-state battery manufacturing [1] - Delong shares' solid-state battery has passed the UN38.3 standard certification, indicating that the solid-state battery has reached international first-class safety and reliability levels [1] Group 2 - The "anti-involution" trend continues to drive the battery sector, with the China Battery Industry Association and the China Plastics Processing Industry Association advocating for a shift in focus from price competition to quality and innovation [2] - The solid-state battery industrialization process is accelerating, with leading companies advancing pilot lines and sample verification, and some achieving semi-solid-state mass production [2] - The solid-state battery equipment market is expected to benefit first as industrialization expectations strengthen, with leading equipment manufacturers accelerating product validation and customer integration [2] Group 3 - As of June 30, 2025, the top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index (000692) include JinkoSolar (688223), Trina Solar (688599), Daqo New Energy (688303), and others, accounting for a total of 47.96% [3]