半固态电池将量产上车，资金持续买入新能源车龙头ETF

Core Viewpoint - The recent surge in investments in the leading new energy vehicle ETF (159637) indicates a growing confidence in the sector, particularly following significant developments in solid-state battery technology and the overall recovery potential of the lithium battery sector [1][4]. Group 1: Investment Trends - The new energy vehicle leading ETF (159637) has seen a net subscription of 18 million units as of August 6, following a deep decline in the lithium battery sector led by CATL since July 30 [1]. - The valuation of the new energy vehicle sector is currently at 23.6 times, suggesting an 84% recovery potential compared to the average since 2020 [4]. Group 2: Solid-State Battery Developments - Multiple companies are advancing solid-state battery technology, with SAIC's MG4 launching a semi-solid-state battery with a 70 kWh capacity and high safety standards [2]. - Dongfeng's solid-state battery is expected to achieve a 350 Wh/kg energy density and over 1000 km range by 2026, with a 70% range achievement at -30°C [2]. - CATL is leading in solid-state battery R&D, anticipating small-scale production by 2027 and larger-scale production by around 2030 [2]. - A number of companies, including Honeycomb Energy and Funeng Technology, are also making strides in solid-state battery production, with plans for significant capacity increases by 2026 [3]. Group 3: Market Outlook - The solid-state battery sector is attracting significant investment interest, with multiple positive developments indicating a potential industry breakthrough [3]. - The new energy vehicle sector is expected to see more rational pricing, with each significant pullback presenting an opportunity for investors [4].