ECEC(SZ:002140) Zhong Guo Zheng Quan Bao·2025-09-29 04:42Core Viewpoint - The news highlights a significant surge in the green methanol and solid-state battery sectors, driven by recent policy announcements and technological advancements, indicating strong investment opportunities in these areas [1][3][4]. Green Methanol Sector - The green methanol concept experienced a substantial increase, with leading stocks such as Donghua Technology and Jiazhe New Energy hitting the daily limit [3]. - Two main catalysts for this surge include the National Energy Administration's approval of nine projects for green liquid fuel technology and the International Maritime Organization's upcoming meeting to enforce net-zero emissions in the shipping industry by 2050 [3][4]. - The global demand for methanol is projected to reach approximately 140 million tons in 2024, with ship fuel demand potentially driving an increase of over 40% in global methanol demand by 2030 if penetration reaches 10% [4]. Solid-State Battery Sector - The solid-state battery sector also saw significant gains, with stocks like Wanrun New Energy and Haibo Technology experiencing notable increases [5]. - The industry is expected to undergo rapid growth, with pilot production lines expected to be established between 2025 and 2026, leading to small-scale applications by 2027 and broader adoption in high-value sectors by 2030 [7]. - Investment opportunities in the solid-state battery supply chain are characterized by a phased approach, focusing on equipment, materials, and application scenarios [7].