Mei Ri Jing Ji Xin Wen·2025-09-29 02:20Core Insights - The A-share market showed mixed performance on September 29, with battery-related concepts experiencing significant gains, particularly in lithium batteries, power batteries, solid-state batteries, and energy storage [1] - The Ministry of Commerce announced that starting January 1, 2026, export license management will be implemented for pure electric passenger vehicles to promote healthy development in the new energy vehicle trade [1] - Open Source Securities indicated that solid-state batteries are transitioning from laboratory to mass production validation, with small-scale vehicle testing expected by the end of 2025 and widespread adoption anticipated between 2026 and 2027 [1] - Emerging applications such as low-altitude operations, robotics, and AI are expected to expand the market for solid-state batteries, potentially accelerating industrialization [1] - The New Energy Vehicle ETF (515030) is currently the largest themed ETF in the market, tracking the CSI New Energy Vehicle Index, with a significant focus on lithium batteries, which account for 67% of its weight [1] Market Performance - As of 9:33 AM, the New Energy Vehicle ETF (515030) rose over 2%, with stocks like Molybdenum and Shida Shenghua hitting the daily limit, and Tianqi Lithium, Rongbai Technology, and others also showing strong gains [1] - The ETF includes stocks related to lithium batteries, charging piles, and new energy vehicles, reflecting the growing interest and investment in the sector [1]