电池板块爆发，新能源车电池ETF、电池龙头ETF、锂电池ETF、电池30ETF涨超5%

Group 1: Battery Sector Performance - The battery sector is experiencing a surge, with Ningde Times' trading volume reaching 21.1 billion yuan and a 10.5% increase in stock price [1] - Various ETFs related to electric vehicles and batteries have seen significant gains, with some rising over 6% [1] - The lithium battery industry is expected to enter a peak season, with production in the supply chain noticeably increasing [1] Group 2: Industry Growth and Trends - The lithium battery industry is projected to achieve a year-on-year growth rate of nearly 30%, driven by independent energy storage following the cancellation of mandatory storage [1] - In the first seven months of 2025, the production of power and other batteries reached 831.1 GWh, a year-on-year increase of 57.5% [1] - The export volume of power batteries in the same period was 96.4 GWh, reflecting a year-on-year growth of 29.4% [1] Group 3: AI and Solid-State Battery Developments - The global AI infrastructure is accelerating, with AIDC becoming a key supporting device, benefiting companies in power supply, liquid cooling, and energy storage [2] - Solid-state battery technology has seen breakthroughs, with several automakers planning to adopt it around 2027, indicating a faster industrialization process [2] - The market for solid-state batteries is expected to expand significantly due to their advantages in safety and energy density, creating opportunities for companies involved in new materials and equipment [3]