Xin Lang Cai Jing·2025-10-09 06:53Group 1 - A research team led by Huang Xuejie from the Chinese Academy of Sciences has developed an anion regulation technology that addresses the challenge of achieving tight contact between the electrolyte and lithium electrode in all-solid-state lithium batteries, providing crucial technical support for practical applications [1] - The research team from the Institute of Metal Research proposed an all-in-one polymer electrode-electrolyte material (P(EO2-S3)), which maintains robust cycling performance after 20,000 bending cycles in flexible devices and enhances the energy density of the electrode to 585.9 Wh/kg when used as an electrolyte in lithium iron phosphate cathodes [1] - On October 9, 2025, the solid-state battery sector showed strong performance, with stocks like Haike Xinyuan hitting the daily limit, and Ganfeng Lithium, Dangsheng Technology, and Zhongyi Technology rising over 9% [1] Group 2 - The battery ETF (159755), which tracks the National Index for New Energy Vehicle Batteries, rose over 3% on October 9, 2025, reaching a nearly three-year high, with significant inflows of 6.5 billion yuan over the past 20 trading days [2] - The energy storage battery ETF from Guangfa (159305) also saw a rise of nearly 2%, with stocks like New Wind Power increasing over 10% and China Tianying hitting the daily limit [2] - The National Index for New Energy Battery focuses on the energy storage battery sector, while the National Index for New Energy Vehicle Batteries emphasizes the automotive battery supply chain, highlighting different segments within the battery industry [2] Group 3 - Guojin Securities believes that solid-state batteries outperform traditional batteries in safety, energy density, and integration, with a supportive policy framework expected to facilitate rapid growth in the industry by 2027 [3] - Xingye Securities indicates that the industrialization process of solid-state batteries may accelerate due to multiple favorable factors, with the initial solid-state battery material system nearing mass production requirements [3] Group 4 - The battery ETF (159755) closely tracks the National Index for New Energy Vehicle Batteries, focusing on the battery manufacturing, materials, management systems, and charging stations within the automotive battery supply chain [4] - The Guangfa energy storage battery ETF (159305) tracks the National Index for New Energy Batteries, covering the energy storage battery theme and selecting 50 stocks with high market capitalization and liquidity [4]