固态电池窗口期已经开启！新能源车龙头ETF（159637）场内价格翻红上涨

Group 1 - The solid-state battery sector experienced a surge last week, while the lithium battery sector saw increased volatility this week, with the New Energy Vehicle Leading ETF (159637) stabilizing and showing gains [1] - The recent decline in the lithium battery sector was primarily due to news of the rapid resumption of production at the Ningde Times' Jiangxiawo lithium mine, which is expected to restart operations sooner than market expectations [1][2] - The Jiangxiawo mine, which had suspended production due to an expired mining license, is projected to produce 80,000 tons by 2025, significantly impacting lithium supply and potentially leading to a decrease in lithium prices below 70,000 RMB per ton [1][2] Group 2 - The recent rise in lithium battery prices is attributed to three main factors: the unexpected advancement of the solid-state battery industry, the overproduction in the lithium battery supply chain, and a pricing logic driven by anti-involution [2] - The solid-state battery sector is expected to see significant developments in the second half of 2025 to the first half of 2026, marking a critical period for pilot production lines and boosting market confidence and investment [2] - The New Energy Vehicle Leading ETF (159637) tracks the CSI New Energy Vehicle Index, comprising 50 leading companies in the new energy vehicle supply chain, ensuring no style drift in its investment focus [2]