固态电池空间广阔，关注创业板新能源ETF国泰（159387）

Group 1 - The core viewpoint is that the power battery industry is experiencing steady growth, with China's total installed capacity expected to exceed 600 GWh in 2025, driven by the increasing production and sales of new energy vehicles and the booming energy storage market [1] - In the first half of 2025, China's total installed capacity of power batteries reached 299.6 GWh, representing a year-on-year growth of 47.3%, continuing the growth momentum from 2024 [1] - Solid-state batteries are entering a phase of accelerated commercialization, with significant application prospects in new energy vehicles, low-altitude vehicles, and consumer electronics due to their higher safety and energy density [1] Group 2 - According to CICC, solid-state batteries are expected to achieve large-scale production in the eVTOL and consumer electronics sectors first, which will drive down costs and eventually lead to mass production in the power sector [1] - It is estimated that by 2030, global solid-state battery shipments will reach 808 GWh, with demand for all-solid-state batteries expected to exceed 150 GWh, corresponding to power, eVTOL, and consumer electronics with penetration rates of 3%, 40%, and 15% respectively [1] - Investors interested in solid-state batteries can consider the New Energy Vehicle ETF (159806), which closely tracks the China New Energy Vehicle Index and has over 40% weight in solid-state battery-related stocks [2]