电池ETF嘉实(562880)近10日累计“吸金”2.97亿元，机构：固态电池有望在eVTOL领域率先实现规模化量产

Group 1: Battery ETF Performance - The Battery ETF managed by Jiashi has a turnover rate of 2.19% with a transaction volume of 25.96 million yuan, and the average daily transaction volume over the past week is 104 million yuan as of September 19 [3] - The latest scale of the Battery ETF is 1.185 billion yuan, with a net inflow of 4.67 million yuan recently, totaling 297 million yuan in net inflows over the past 10 trading days [3] - The net value of the Battery ETF has increased by 91.61% over the past year, ranking 562 out of 3020 index equity funds, placing it in the top 18.61% [3] Group 2: Market Outlook and Growth - It is projected that China's new energy vehicle sales will exceed 16 million units by 2025, with global power battery installations continuing to grow significantly [3] - The energy storage market is expected to see a 130% year-on-year growth in new storage installation capacity, reaching 78.5 GW in 2024 [3] - China's battery industry has established a complete ecosystem, with over 70% of global shipments of key materials such as cathodes, anodes, electrolytes, and separators [3] Group 3: Solid-State Battery Development - CICC believes that solid-state batteries are likely to achieve large-scale production first in the eVTOL and consumer electronics sectors, leading to cost reductions before gradually moving into the power sector [4] - By 2030, global solid-state battery shipments are expected to reach 808 GWh, with all-solid-state batteries anticipated to achieve technical stabilization and small-scale production by 2027 [4] - The projected demand for solid-state batteries by 2030 is expected to exceed 150 GWh, with specific demands of 93 GWh for power, 40 GWh for eVTOL, and 23 GWh for consumer electronics [4] Group 4: Top Weight Stocks in Battery Index - The top ten weighted stocks in the China Battery Theme Index include companies such as Sungrow Power, CATL, and EVE Energy, collectively accounting for 53.03% of the index [4] - The performance of these stocks varies, with notable changes in their respective weightings and price movements [6] Group 5: Investment Opportunities - Investors without stock accounts can access the battery industry investment opportunities through the Battery ETF Jiashi Connect Fund (016567) [7]