Ge Long Hui A P P·2025-09-05 03:51Core Viewpoint - The new energy industry chain has shown strong performance for three consecutive days, with significant gains in solid-state battery leaders and related ETFs, indicating a positive market sentiment and potential growth opportunities in the sector [1][2]. Group 1: Market Performance - The solid-state battery leader, Sian Intelligent, rose over 14%, while Tianqi Materials and Enjie Co. reached their daily limit, and Sunshine Power increased over 10%, hitting a historical high [1]. - The New Energy ETF (516160) increased by over 5%, marking three consecutive days of gains and a cumulative rise of 24% this year [1]. - The Southern Growth Enterprise ETF (159948) rose by 3.47%, with a cumulative increase of 60% from April 9 to September 1, making it the best-performing broad-based index [1]. Group 2: Industry Trends - The new energy industry is experiencing positive changes, with an anticipated increase in solid-state battery orders due to favorable production schedules and ongoing technological breakthroughs [1]. - The "2025-2026 Action Plan for Stable Growth in the Electronic Information Manufacturing Industry" aims to support high-end manufacturing and promote high-quality development in sectors like photovoltaics [1]. - The lithium battery sector is expected to see revenue and net profit growth of 13.78% and 28.07%, respectively, in the first half of 2025, indicating an improvement in performance [2]. Group 3: Investment Insights - Pacific Securities highlights that a significant turning point in the core new energy industry chain is becoming increasingly evident, suggesting a focus on the layout window for leading new energy companies [3].