20cm速递｜关注创业板新能源ETF国泰（159387）投资机会，动力电池高增长与固态电池技术突破引关注

Group 1 - The core viewpoint is that sulfide is expected to be the mainstream route for the future development of all-solid-state batteries, with intense competition anticipated among battery manufacturers and material companies due to the involvement of electrochemical core formulations [1] - Sulfide electrolytes exhibit the highest conductivity at room temperature and possess excellent mechanical properties and ductility, making them theoretically the most ideal solid electrolyte material [1] - The industry is focusing on sulfide electrolytes and lithium sulfide as core materials, aiming for performance targets of 400 Wh/kg energy density and over 1000 cycles, with small-scale vehicle installations expected by 2027 and large-scale production by 2030 [1] Group 2 - The ChiNext New Energy ETF (159387) tracks the Innovation Energy Index (399266), which can have a daily fluctuation of up to 20%, focusing on companies involved in solar energy, wind energy, electric vehicles, and energy storage [2] - The index aims to reflect the overall performance of listed companies related to clean energy and sustainable development themes [2]