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固态电池板块月内涨超17%,产业化进程渐行渐近
Xin Hua Cai Jing·2025-09-12 09:34

Core Viewpoint - The solid-state battery sector is gaining significant attention in the capital market as a key direction for technological upgrades in high-end manufacturing, with a notable increase in stock performance and fund values [1]. Investment Performance - As of September 12, the solid-state battery sector has seen a rise of over 17% in the past month, with several stocks such as Yinghe Technology, Shanshan Co., and Baili Technology hitting the daily limit [1]. - Funds heavily invested in the solid-state battery field have also experienced substantial gains, with the Yuanxin Yongfeng High-end Manufacturing A fund's net value increasing by over 33% as of September 11 [1]. Industry Outlook - The lithium battery industry is currently in a bottoming phase, with the solid-state battery's industrialization process approaching. The profitability of the supply chain is expected to confirm a bottom recovery by the third quarter of 2024 [1]. - The solid-state battery sector is projected to enter a critical pilot testing phase in 2025, with mass production anticipated in 2026 [1]. - The sector is seen as having significant growth potential and long-term investment value, benefiting from national policy support and being at a crucial juncture for global energy transition and technological self-innovation [1].