Group 1 - The high-end manufacturing sector, particularly solid-state batteries, is gaining significant market attention as a key area for technological upgrades [1] - The fund "Yuanxin Yongfeng High-end Manufacturing A" has seen its net asset value reach a nearly three-year high of 2.5835 yuan, reflecting strong investor interest in the solid-state battery sector [1] - The fund's manager indicates that the lithium battery industry is nearing a bottom, with profitability expected to recover by Q3 2024, and solid-state batteries entering a critical testing phase in 2025, with mass production anticipated in 2026 [1] Group 2 - EV Tank projects that global solid-state battery shipments will reach 614.1 GWh by 2030, with a market size exceeding 250 billion yuan, and Chinese companies expected to capture over 40% of the market share [2] - Solid-state batteries have the potential to completely replace existing lithium-ion batteries, suggesting a future market space that could reach trillions of yuan [2]
固态电池技术引爆产业浪潮 相关主题基金净值水涨船高
Zhong Zheng Wang·2025-09-12 09:20