20cm速递丨政策利好助推固态电池加速发展,创业板新能源ETF(159387)开盘涨超3%

Group 1 - The core viewpoint of the news is the acceleration of solid-state battery industrialization in China, supported by government policies and increasing demand in various applications [1] - Eight departments have issued the "Work Plan for Stable Growth in the Nonferrous Metal Industry (2025-2026)", emphasizing the validation of high-end products like solid-state battery materials [1] - The Ministry of Industry and Information Technology has released the "Action Plan for Stable Growth in the Electronic Information Manufacturing Industry (2025-2026)", which supports foundational research in cutting-edge technologies such as solid-state batteries [1] Group 2 - According to Xinyu Securities, the solid-state battery sector is experiencing rapid industrialization, benefiting equipment manufacturers first [1] - Since the second half of 2024, there have been frequent catalytic events in the solid-state battery field, leading to a recovery in the overall lithium battery sector's prosperity [1] - The demand for new energy vehicles remains high, and the continuous advancement of solid-state battery industrialization is expected to enhance profitability and valuation in the lithium battery sector [1] Group 3 - The initial solid-state battery material system has been finalized, with material performance and equipment nearing mass production requirements [1] - The second half of 2025 is anticipated to be a critical period for solid-state battery equipment and material companies, with those having well-established layouts and rapid verification progress likely to benefit [1]