20cm速递｜创业板新能源ETF国泰（159387）涨超3.2%，动力电池高增长与政策优化下的行业观察

Group 1 - The core viewpoint of the article highlights the rapid growth in battery production in China, with a total output of 133.8 GWh in July, representing a year-on-year increase of 44.3% [1] - Lithium iron phosphate batteries accounted for 77.8% of the total battery production, with a year-on-year growth of 50.5%, indicating a strong market position due to cost and safety advantages [1] - The total installed capacity of power batteries reached 55.9 GWh, up 34.3% year-on-year, with lithium iron phosphate batteries holding an 80.4% share of the installation market [1] Group 2 - Battery exports increased by 35.4%, with power battery exports reaching 14.8 GWh, a year-on-year growth of 48.4%, reflecting strong overseas demand [1] - Total battery sales were 127.2 GWh, marking a year-on-year increase of 47.8%, indicating robust market demand [1] - The industry landscape remains stable, with leading companies holding concentrated market shares, and the market share of Zhongchuang Xinhang increasing by 0.84 percentage points [1] Group 3 - Capital expenditure in the supply chain is slowing down, leading to improved supply and demand dynamics, with prices in some segments rebounding from the bottom, resulting in gradual profit recovery [1] - Significant advancements in solid-state battery technology are noted, positioning it as an important future development direction [1] - The Guotai New Energy ETF (159387) tracks the Innovation Energy Index (399266), which focuses on the new energy and related technology sectors, reflecting the overall performance of technological innovation and sustainable development in the new energy industry [1]