机械ETF（516960）涨超2.0%，光伏供给侧优化与新技术突破或提振产业链

Group 1 - BYD Energy signed a cooperation framework agreement with State Grid Hunan Comprehensive Energy Service Co., Ltd. to collaborate in the distributed energy storage sector [1] - Anhui Anwa New Energy successfully launched the first batch of engineering samples from its GWh-level new solid-state battery production line, achieving an energy density exceeding 300Wh/kg, with plans for mass production in the second half of the year [1] - The Ministry of Industry and Information Technology and five other departments issued a notification for the 2025 National Green Data Center recommendation, mandating the use of efficient energy-saving equipment and encouraging the application of energy storage technologies [1] Group 2 - The photovoltaic industry is undergoing supply-side reform, with significant price declines due to homogenization in the main material segment, necessitating technological iterations to restructure supply [2] - High-efficiency components like BC batteries command a premium of over 15% compared to conventional products, with an expected production capacity of 100GW by 2025 [2] - From January to May 2025, China's newly installed photovoltaic capacity reached 197.85GW, a year-on-year increase of 150%, with an annual demand forecast of 300GW, although growth may slow in the second half of the year [2] - Global demand for photovoltaic products is expected to reach 600GW, with Europe and the Middle East contributing to the incremental growth [2] - Solid-state batteries are gaining traction with sulfide electrolytes and dry processing becoming the consensus, offering high energy density and safety advantages, with vehicle applications expected by 2026 [2] - Solid-state battery production capacity has exceeded 15GWh, with planned capacity exceeding 400GWh, and semi-solid batteries expected to ship 10GWh in 2024 [2] - The mechanical ETF tracks a segmented mechanical index that includes listed companies in engineering machinery and industrial robotics, reflecting the overall market performance of China's mechanical industry with high industry concentration and technological content [2]