新能源车ETF（159806）盘中拉升涨超3%，机构：固态电池或为未来发展方向

Group 1 - The core viewpoint is that solid-state batteries, due to their high safety and energy density, are expected to become a key development direction for high-performance batteries in various fields such as new energy vehicles, consumer batteries, and low-altitude economy [1] - The oxide semi-solid route is relatively mature and has high compatibility with existing equipment, achieving industrialization, while the sulfide all-solid route has greater potential but requires more time for industrialization [1] - The equipment sector is crucial for the industrialization of solid-state batteries, requiring specialized equipment for electrode, electrolyte, and packaging processes, with the manufacturing of electrolyte membranes being particularly critical [1] Group 2 - Semi-solid batteries have already been mass-produced and installed in vehicles (e.g., MG4), and it is expected that all-solid batteries will achieve mass production by 2027 [1] - As pilot production lines gradually come online, there is a high certainty of demand for new equipment such as dry-type integrated machines, fully automatic stacking machines, and high-voltage formation equipment, which are likely to benefit the equipment sector first [1] - The government is increasing support for the research and development of all-solid batteries, aiming for small-scale vehicle demonstration by 2027, which, combined with the demand for high energy density batteries in the low-altitude economy, is expected to accelerate the industrialization process [1] Group 3 - 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, electric motors, and vehicle manufacturing [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]