固态电池产业化进程超预期，科创新能源ETF(588830)红盘向上

Group 1 - The solid-state battery industry is progressing faster than expected, with sulfide electrolyte routes becoming mainstream due to breakthroughs in key technologies such as UV adhesive insulation packaging and dry electrode processes, significantly enhancing mass production feasibility [1] - Shanghai Xiba is rapidly expanding its lithium sulfide production capacity through a deep partnership with Yuyuan Rare Earth [1] - The Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index (000692) has seen a 0.23% increase, with notable gains in component stocks such as Electric Wind Power (688660) up 6.97% and Zhenhua New Materials (688707) up 4.70% [1] Group 2 - Tianfeng Securities highlights an accelerated innovation cycle in solid-state technology, indicating that dry electrode processes are likely to replace wet processes, which will require higher quality equipment due to significant changes in the front-end processes [1] - The dry/semi-dry front-end process mainly involves powder mixing, fiberization, roller pressing, and electrode coating, necessitating strong shear forces for tighter bonding of active materials and conductive aggregates, thus raising the requirements for mixing and fiberization processes and equipment [1] - Key equipment for mass production includes airflow mills, twin-screw extruders, and roller mills, with a recommendation to focus on leading companies in the lithium battery slurry mixing segment that benefit from downstream expansion and advanced dry/solid-state layouts [1] Group 3 - The Sci-Tech Innovation New Energy ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index, which selects 50 large-cap stocks from the photovoltaic, wind power, and new energy vehicle sectors to reflect the overall performance of representative new energy companies [2] - The battery sector accounts for 38.5% of the index, with the top ten weighted stocks as of July 31, 2025, including JinkoSolar (688223) and Trina Solar (688599), collectively representing 47.21% of the index [2]