Group 1 - The core viewpoint is that the demand for power and energy storage is increasing both domestically and internationally, leading to a rise in production and shipment volumes in the power equipment and battery industry, with lithium battery material prices expected to stabilize and rebound [1] - Solid-state batteries are identified as the next generation of battery technology due to their high energy density and safety advantages, with the industrialization process accelerating across the entire supply chain including equipment, materials, and batteries [1] - The trend of high power consumption in AIDC is driving the evolution of power supply technology towards SST direct current architecture, presenting new development opportunities for power equipment companies [1] Group 2 - The New Energy Vehicle ETF (159806) tracks the CS New Energy Vehicle Index (399976), which selects listed companies involved in key areas of the new energy vehicle industry such as lithium batteries, motors, and vehicle manufacturing, reflecting the overall performance of the new energy vehicle supply chain [1] - The CS New Energy Vehicle Index has a high concentration in the manufacturing sector related to new energy vehicles and leans towards a growth style [1] - Investors without stock accounts can consider the Guotai CSI New Energy Vehicle ETF Connect C (009068) and Guotai CSI New Energy Vehicle ETF Connect A (009067) [1]
新能源车ETF(159806)盘中涨超3%,固态电池驱动产业链升级
Mei Ri Jing Ji Xin Wen·2025-09-04 08:08