CATL(SZ:300750) Xin Lang Cai Jing·2025-07-30 06:55Core Insights - The recent World Artificial Intelligence Conference (WAIC) has significantly boosted the performance of the New Energy Vehicle (NEV) leader ETF (159637), with notable gains in constituent stocks such as Funeng Technology and CATL [1][2] Group 1: AI and Smart Driving - The WAIC has led to the issuance of operational licenses for smart connected vehicles in Shanghai, allowing public access to Robotaxi services, which is expected to accelerate the development of the autonomous driving industry [2] - As regulations around autonomous driving evolve, the entire automotive smart technology supply chain is anticipated to benefit from increased R&D and product launches [2] Group 2: Solid-State Batteries - Solid-state batteries are identified as a key technology for humanoid robots, offering high energy density (theoretical density of 400-600 Wh/kg) and enhanced safety features, which are crucial for prolonged operation [3] - The humanoid robot market is projected to exceed 5 million units and 400 billion yuan by 2035, driving demand for solid-state batteries and creating a new market space worth hundreds of billions [3] - Major domestic lithium battery companies, including CATL and EVE Energy, are actively preparing for solid-state battery production, with CATL aiming for small-scale deployment by 2027 [3] Group 3: Market Performance and Outlook - The New Energy Vehicle leader ETF (159637) has shown strong momentum with a year-to-date volatility of 27%, indicating robust market dynamics [4] - The demand for new energy vehicles and energy storage is expected to remain strong, supported by favorable end-user demand [4] - The supply-demand balance in the industry is shifting positively, with material companies likely to recover profitability starting from Q3 2025 [4]