固态电池产业化加速推进，新能车ETF(515700)涨超2.0%

Group 1 - The solid-state battery industry is accelerating its commercialization, with Greenme and Weilan Lithium signing a cooperation agreement to achieve breakthroughs in ultra-high energy density battery technology within one year and to promote the industrialization of solid-state batteries with over 400Wh/kg within three years [1] - Nandu Power signed a 2.8GWh independent energy storage project order using 314Ah semi-solid-state batteries, while Talan New Energy's solid-state battery project was selected for the national key research and development plan [1] - Rongjie Energy announced a 450Wh/kg solid-state battery and plans to establish a 0.2GWh pilot line by 2026 [1] - A new group standard for "Specifications and Dimensions of Solid-State Battery Cells for Electric Vehicles" has been officially initiated, which regulates key indicators such as packaging methods, specifications, and tolerances for solid-state battery cells [1] - The new energy vehicle ETF closely tracks the CSI New Energy Vehicle Industry Index, with nearly half of its component stocks being battery companies, leading to a more than 2.0% increase during trading [1] Group 2 - As of July 31, 2025, the top ten weighted stocks in the CSI New Energy Vehicle Industry Index (930997) include CATL, Huichuan Technology, BYD, Changan Automobile, Huayou Cobalt, Sanhua Intelligent Control, EVE Energy, Ganfeng Lithium, Tianqi Lithium, and Greenme, collectively accounting for 55.33% of the index [2] - The new energy vehicle ETF (515700) has several off-market connections, including Ping An CSI New Energy Vehicle ETF Initiated Connection A, C, and E [2]