固态电池技术获突破，电池ETF嘉实(562880)连续6日累计“吸金”2.61亿元

Core Viewpoint - The battery sector is experiencing volatility, with the China Securities Battery Theme Index down by 4.79% as of October 10, 2025, while the battery ETF, Jia Shi, has shown a recent upward trend over the past two weeks, increasing by 6.83% [1][4]. Group 1: Market Performance - The battery ETF Jia Shi has a trading turnover of 18.73% and a transaction volume of 292 million yuan, indicating active market trading [4]. - As of October 9, 2025, the total scale of the battery ETF Jia Shi reached 1.588 billion yuan, marking a new high since its inception [4]. - The ETF has seen continuous net inflows over the past six days, with a peak single-day net inflow of 117 million yuan, totaling 261 million yuan [4]. Group 2: Technical Developments - A new anion regulation technology developed by the Institute of Physics, Chinese Academy of Sciences, addresses the global challenge of electrolyte and electrode interface contact in all-solid-state batteries, enhancing performance stability even after hundreds of cycles [4]. Group 3: Industry Insights - According to Zhongyin Securities, there is strong demand for lithium battery stocking, and production is expected to rise as year-end demand increases, signaling the start of the peak season for the lithium industry chain [5]. - The top ten weighted stocks in the China Securities Battery Theme Index account for 55.79% of the index, with significant players including Yangguang Electric, Ningde Times, and Yiwei Lithium Energy [5][7].