Ge Long Hui·2025-09-03 09:52Market Overview - The A-share market is undergoing a correction after a series of gains, with several high-profile stocks retreating, leading to a collective decline in the three major indices. The Shanghai Composite Index fell by 1.16%, while the Shenzhen Component Index decreased by 0.65%, and the ChiNext Index rose by 0.95. The trading volume in the Shanghai and Shenzhen markets was 23,641 billion, a significant decrease of 5,109 billion from the previous day [1] Solid-State Battery Sector - The solid-state battery sector is experiencing a surge, with multiple stocks in this category seeing substantial gains. For instance, Haibo Technology and Taihe Technology both surged by 20%, while Yiwei Lithium Energy rose by over 12% [3][5] - The solid-state battery ETF (561910) saw a significant increase of 4.01% today, with a year-to-date rise of 32.99%, outperforming the CSI 300 index [5][8] Industry Developments - The China Automotive Engineering Society will hold a review meeting for solid-state battery standards in September 2025, indicating ongoing regulatory support for the sector [7] - Yiwei Lithium Energy successfully launched its "Longquan No. 2" all-solid-state battery, which boasts a high energy density of 300Wh/kg, targeting high-end applications such as humanoid robots and low-altitude aircraft [8] - Guoxuan High-Tech announced that its first all-solid-state pilot line is operational, with a yield rate of 90%, and it has initiated the design of a 2GWh production line [8] Market Trends - The solid-state battery industry is accelerating its commercialization, with several automakers planning to launch vehicles equipped with solid-state batteries between 2025 and 2030 [9] - The lithium battery industry is entering a peak installation season, driven by new product launches in consumer electronics and automotive sectors, leading to improved industry sentiment [10] - The top ten companies in the battery sector reported positive revenue growth in the first half of the year, with over 90% achieving profitability [13] Global Competitiveness - Chinese battery manufacturers are increasing their global market share, with the top six companies holding 68.9% of the global market in the first half of 2025, a 4.2 percentage point increase year-on-year [16] - The global electric vehicle market is expected to see significant growth, with solid-state battery shipments projected to exceed 10GWh in 2025 and 600GWh by 2030, leading to a market size exceeding 250 billion yuan [22] Investment Trends - The battery ETF (561910) has seen a significant inflow of capital, with a recent increase of 3 billion yuan over three days, indicating strong investor interest [25] - The ETF tracks a comprehensive index covering the entire battery supply chain, with solid-state battery-related companies making up over 40% of its components [25][26]