固态电池产业化进程提速，新能车ETF（515700）拉升翻红

Group 1: Solid-State Battery Industry - Solid-state batteries are viewed as the focal point of the next-generation technology competition in global power batteries, with significant advancements reported since July [1] - The commercialization process of solid-state batteries is expected to accelerate, driven by strong national policy support and the release of multiple favorable factors, including emerging application demands in low-altitude economy and robotics [1] - The initial solid-state battery material system has been finalized, with material performance and equipment nearing mass production requirements, indicating a critical period for solid-state battery equipment and material companies in the second half of 2025 [1] Group 2: New Energy Vehicle Index Performance - As of July 28, 2025, the CSI New Energy Vehicle Industry Index (930997) decreased by 0.33%, with mixed performance among constituent stocks [2] - Leading stocks included Defu Technology (301511) with a rise of 6.18% and Yahua Group (002497) up by 4.75%, while Tianqi Lithium (002466) led the decline at 4.03% [2] - The New Energy Vehicle ETF (515700) fell by 0.39%, with a recent price of 1.79 yuan, but showed a cumulative increase of 4.30% over the past week [2] Group 3: Top Holdings in New Energy Vehicle Index - As of June 30, 2025, the top ten weighted stocks in the CSI New Energy Vehicle Industry Index included CATL (300750), Huichuan Technology (300124), and BYD (002594), collectively accounting for 55.74% of the index [3] - The New Energy Vehicle ETF has various off-market connections, including Ping An CSI New Energy Vehicle ETF Connect A (012698) and C (012699) [3]