机械ETF（516960）涨超1.1%，固态电池技术突破或提振产业链预期

Group 1 - The Ministry of Industry and Information Technology, along with five other departments, issued a notice on July 7, 2025, to enhance server efficiency and actively utilize energy storage technology in green data center construction [1] - Solid Power's sulfide solid-state battery has achieved an energy density of 390Wh/kg, while QuantumScape's QSE-5 cell has reached 301Wh/kg with a 10C discharge capability [1] - Factorial Energy's Solstice battery offers a single range of 1000 kilometers, and FEST battery supports fast charging in 18 minutes [1] Group 2 - Samsung SDI's silver-carbon anode battery has an energy density of 900Wh/L and can achieve fast charging in 9 minutes [1] - Many overseas solid-state battery companies are focusing on sulfide technology and have entered vehicle testing or sample delivery phases, with mass production timelines set for 2026-2030 [1] - Collaborations between battery manufacturers and automotive companies are deepening, covering technology licensing, production line co-construction, and road testing validation [1] Group 3 - Solid Power's battery has been tested in real vehicle trials with BMW i7, and QuantumScape has signed a mass production agreement with Volkswagen [1] - Domestic policies are accelerating the industrialization of solid-state batteries, aiming for small-scale vehicle demonstration by 2027 [1] Group 4 - The Mechanical ETF tracks a segmented mechanical index compiled by China Securities Index Co., covering listed companies in engineering machinery and industrial automation sectors in the Shanghai and Shenzhen markets [2] - The index constituents are strictly selected, typically exhibiting high growth potential and industry representation, effectively reflecting the development trends and market performance of China's machinery manufacturing industry [2] - The segmented mechanical index focuses on capturing quality enterprises within the machinery industry, providing investors with an effective tool to track the overall performance of the mechanical sector [2]