Group 1 - The battery sector has seen significant growth, with the solid-state battery ETF (561910) rising over 7%, reaching a new high for 2023 [1] - Major companies in the battery sector, such as Xiamen Tungsten and Gotion High-Tech, have experienced stock increases of over 11%, while leading firms like EVE Energy and CATL have seen order growth of 80% recently [1][2] - The mid-year performance of the battery sector has shown a V-shaped rebound, with the CSI Battery Theme Index reporting a 20% increase in net profit and an 11% increase in revenue year-on-year [1] Group 2 - Solid-state batteries are emerging as a new growth driver in the sector, characterized by higher safety and energy density compared to traditional liquid lithium batteries, with applications in electric vehicles, energy storage, humanoid robots, and low-altitude economy [1] - The CSI Battery Theme Index, which the battery ETF tracks, has nearly 40% of its components in solid-state battery stocks, covering the entire battery industry chain [2] - The current valuation of the CSI Battery Theme Index is 29.61X, which is below 70% of its historical levels over the past decade, indicating a strong safety margin for investors [1]
业绩拐点确认!固态电池突破引爆行情,电池ETF(561910)涨近7%,连续五日吸金5亿,规模创新高
Ge Long Hui A P P·2025-09-05 04:13