“反内卷”热情持续升温，鼓励固态电池新技术，科创新能源ETF(588830)上涨近2%

Core Viewpoint - The strong performance of the Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index reflects a growing interest in solid-state battery technology, which is seen as a key direction for high-quality development in the energy sector [1][2]. Group 1: Market Performance - As of August 6, 2025, the Shanghai Sci-Tech Innovation Board New Energy Index (000692) rose by 1.74%, with notable increases in constituent stocks such as Electric Wind Power (688660) up 16.55%, Zhenhua New Materials (688707) up 7.98%, and High Measurement Shares (688556) up 7.05% [1]. - The Sci-Tech Innovation New Energy ETF (588830) also increased by 1.75%, with the latest price reported at 1.22 yuan [1]. Group 2: Industry Trends - The enthusiasm for "anti-involution" policies is driving interest in solid-state batteries, which are recognized for their high energy density and safety, contrasting with the severe homogenization of traditional liquid lithium batteries [1]. - According to招商证券, the industrialization process of all-solid-state batteries is accelerating, with expectations for vehicle integration starting in 2026 and large-scale production anticipated around 2030 [1]. - The sulfide electrolyte route has emerged as the mainstream choice in the industry, although high costs and environmental requirements for lithium sulfide preparation remain critical bottlenecks for industrialization [1]. Group 3: Index Composition - The Sci-Tech Innovation New Energy Index comprises 50 large-cap listed companies in the photovoltaic, wind power, and new energy vehicle sectors, reflecting the overall performance of representative new energy industry stocks in the Sci-Tech Innovation Board market [1]. - The battery sector accounts for 38.5% of the index [1]. - As of July 31, 2025, the top ten weighted stocks in the index include JinkoSolar (688223), Trina Solar (688599), and Daqo New Energy (688303), collectively accounting for 47.21% of the index [2].