Mei Ri Jing Ji Xin Wen·2025-09-05 04:38Group 1 - The A-share market showed slight fluctuations on September 5, with solid-state battery-related concepts performing strongly, particularly the New Energy Vehicle ETF (515030) which rose by 4.44% [1] - Leading stocks such as Xiandao Intelligent surged over 19%, Hangke Technology increased by over 14%, and other companies like Duofluor, Xiamen Tungsten, Mengguli, Tianhua New Energy, and Guoxuan High-Tech also saw gains [1] - Orders for solid-state battery production equipment have surged, with total new and existing orders from several leading equipment companies exceeding 30 billion yuan, reflecting a year-on-year increase of 70% to 80% [1] Group 2 - According to research from Caitong Securities, breakthroughs in solid-state battery technology since 2025 have led multiple automakers to plan for the adoption of all-solid-state batteries around 2027, accelerating the industry's industrialization process [1] - The gradual establishment of pilot production lines and the restart of lithium battery expansion cycles are expected to improve the fundamentals of equipment companies, with a positive outlook on the resonance between industry cycles and technological advancements [1] - The New Energy Vehicle ETF (515030) is currently the largest themed ETF in the market, tracking the CSI New Energy Vehicle Index (399976) and selecting stocks from listed companies involved in lithium batteries, charging piles, and new energy vehicles, with batteries accounting for 48.3% of the total [1]