Group 1 - The solid-state battery industry is approaching commercialization, leading to a reconstruction of equipment value due to policy, demand, and technology drivers [1] - The global semi-solid battery equipment market is expected to reach 62.44 billion by 2030, with a CAGR of 59% from 2024 to 2030, while the all-solid-state battery equipment market is projected to reach 45.50 billion, with a CAGR of 159% [1] - The process transformation is significantly enhancing equipment value, with new dry electrode processes in the front-end, a combination of stacking and frame printing in the mid-process, and high-pressure formation in the back-end [1] Group 2 - The Mechanical ETF (516960) tracks a specialized mechanical index (000812) that focuses on the mechanical equipment industry, selecting listed companies with technological advantages and market competitiveness [1] - Investors without stock accounts can consider the Guotai Zhongzheng Specialized Mechanical Equipment Industry Theme ETF Connect A (012516) and Connect C (012517) [1]
机械ETF（516960）涨超2.6%，固态电池产业化渐行渐近
Mei Ri Jing Ji Xin Wen·2025-09-24 07:09