Jin Rong Jie·2025-09-05 05:56Group 1 - The battery sector has become a market focus with significant stock price increases, as over 10 companies, including Tianhua New Energy and Shangtai Technology, have seen strong gains and some hitting the daily limit [1] - Recent positive developments in the battery sector include a call from the China Nonferrous Metals Industry Association's lithium division for the industry to resist vicious competition and maintain a healthy development environment [1] - A collaboration between China National Nuclear Corporation and Tsinghua University aims to eliminate key obstacles for the mass production of solid-state batteries using neutron depth profiling technology [1] Group 2 - The upstream raw materials sector, including lithium, cobalt, and nickel, is expected to benefit from the growing demand in the battery industry, prompting companies to enhance exploration and supply capabilities [2] - The equipment manufacturing sector will also see significant benefits due to the increasing demand for production equipment, with opportunities for companies to innovate and improve efficiency [2] - The electric vehicle and energy storage sectors are closely linked to the battery industry, with a forecasted increase in battery procurement as manufacturers prepare for the traditional sales peak from September to November [2] - The lithium battery industry is expected to maintain an upward trend, with short-term focus on raw material price movements, monthly sales, trade policies, and advancements in solid-state battery technology [2] - The long-term outlook for the domestic and international electric vehicle industry is positive, making the battery sector a key area for investment attention [2]