新材料不语，只是一味猛涨！如何把握电池与半导体上游材料的投资机遇？

Group 1 - The core viewpoint of the article highlights the exceptional performance of the Science and Technology Innovation Materials Index, which has achieved a year-to-date increase of 44.1%, outperforming the broader Science and Technology Innovation 50 Index, which has risen by 35.3% [1][3] - The Science and Technology Innovation Materials Index comprises 50 large-cap companies in advanced materials sectors, including advanced steel, non-ferrous metals, and key strategic materials, reflecting the overall performance of representative new materials industries in the Science and Technology Innovation Board [3] - Key components of the index include semiconductor materials and battery materials, which are crucial for the current hot technology sectors, particularly in supporting the energy transition and technological competition [3][4] Group 2 - The battery materials segment, a significant part of the Science and Technology Innovation Materials Index, includes essential components such as cathodes, anodes, and electrolytes, which are critical for both traditional lithium batteries and emerging solid-state batteries [4][5] - The global battery materials market is expected to expand rapidly, with solid-state battery market size projected to grow from 5.4 billion RMB in 2024 to over 4.5 billion USD in 2025, capturing 40.2% of the global market by 2025 [4] - Demand for battery materials is driven by the accelerating penetration of electric vehicles, with sales expected to exceed 20 million units in 2025, representing a year-on-year growth of over 20% [5] Group 3 - The rise of the energy storage market further amplifies the investment value of battery materials, with global installed capacity expected to reach over 500 GWh by 2025, a 30% year-on-year increase [6] - Solid-state batteries are particularly advantageous in energy storage due to their high energy density and safety features, which are essential for large-scale grid storage and distributed energy systems [6] - Emerging applications such as low-altitude economy and robotics are creating new demand for battery materials, ensuring long-term stable growth in this sector [6] Group 4 - Policy support is identified as a significant catalyst for investment opportunities in battery materials, with China expected to implement multiple policies in 2025 to promote automotive consumption and battery technology innovation [8] - The battery materials industry is undergoing optimization, with a focus on avoiding blind expansion and improving supply-demand balance, which is expected to enhance material price elasticity [8] - The domestic production rate of key materials in the solid-state battery supply chain is rapidly increasing, with expectations of reaching 100% by 2025 [8] Group 5 - Semiconductor materials, another pillar of the Science and Technology Innovation Materials Index, include critical components such as silicon wafers and photoresists, essential for chip manufacturing and supporting AI, 5G/6G, and smart devices [9] - The global semiconductor materials market is projected to reach 67.7 billion USD by 2025, with a compound annual growth rate (CAGR) of approximately 5% [9][10] - The domestic semiconductor market in China is expected to grow to 174 billion RMB by 2025, with an increasing domestic production rate driven by government policies and trade tensions [10] Group 6 - The Science and Technology Innovation Materials ETF (Huitianfu 589180) provides investors with an opportunity to capture investment prospects in the upstream materials of both battery and semiconductor sectors, aligning with the current technological trends [10]