固态技术引领产业浪潮 “圆信永丰高端制造”净值创近三年新高

Core Insights - The solid-state battery industry is gaining significant attention as a key representative of technological upgrades in high-end manufacturing, with Chinese companies expected to seize opportunities in global competition [1][2] - The "Yuanxin Yongfeng High-end Manufacturing A" fund has achieved a three-year high in net asset value, reflecting strong performance driven by strategic investments in the solid-state battery sector [1] - The solid-state battery is projected to enter a critical mid-test phase in 2025 and achieve mass production in 2026, supported by domestic and international industry development and policy backing [1][2] Industry Trends - Several battery manufacturers are establishing or planning to establish pilot lines for solid-state batteries, indicating rising demand within the industry [1] - Recent policy documents emphasize support for advanced technologies, including solid-state batteries, which are expected to see decreasing costs and expanding applications across various sectors such as electric vehicles and consumer electronics [2] - The solid-state battery market is anticipated to reach GWh-level applications by 2028, showcasing its growth potential and investment value [2]