机械ETF（516960）涨超1.7%，新能源汽车持续扩张对行业形成催化

Group 1 - The core viewpoint is that the simultaneous expansion of the new energy vehicle market both domestically and internationally will create significant market opportunities for the power equipment and battery industries [1] Group 2 - The demand for high-voltage relays, a key component in the high-voltage systems of new energy vehicles, is expected to continue growing, with projected sales of new energy vehicles reaching 16.5 million units by 2025, driving rapid growth in related supporting demand [1] Group 3 - In the battery sector, solid-state battery technology is advancing rapidly, with pilot production lines achieving a yield rate of 90%. Semi-solid batteries have an energy density of 300 Wh/kg and a range of 1000 kilometers, placing the technology in a leading position within the industry [1] Group 4 - The market size for solid-state battery equipment is expected to grow from 1.9 billion yuan in 2024 to 26.9 billion yuan in 2029, with a compound annual growth rate of 70% [1] Group 5 - Downstream applications such as wind power, thermoplastics, new energy vehicles, and new energy storage are driving the release of new demand in the industry [1] Group 6 - The Mechanical ETF (516960) tracks a segmented mechanical index (000812), which selects listed companies in the mechanical equipment industry, including engineering machinery and industrial automation equipment, to reflect the overall performance of related listed securities [1] Group 7 - The segmented mechanical index constituents are representative of the industry and effectively reflect the trends in manufacturing upgrades and high-end equipment manufacturing, providing investors with a tool to capture investment opportunities in the mechanical equipment sector [1]