储能需求爆发叠加技术突破 超百亿资金加仓全市场规模最大的电池ETF

Group 1 - The largest battery-themed ETF in the market, Battery ETF (159755), has seen continuous net inflows for nine trading days, with its latest scale reaching 17 billion yuan, and a monthly growth of 10.04 billion yuan in September, making it the only industry-themed ETF to exceed 10 billion yuan in monthly growth [1] - The Battery ETF tracks the National Index for New Energy Vehicle Batteries, covering core companies in the solid-state battery industry chain, with a year-to-date increase of over 60% and a TTM price-to-earnings ratio of approximately 33.75, which is at the historical valuation mean [1] - Continuous capital inflow reflects market confidence in the investment value of the battery industry, driven by favorable policies and technological advancements, with recent breakthroughs in solid-state battery technology and surging market demand [1] Group 2 - As of the first eight months of 2025, the domestic new energy storage installation capacity reached 75.9 GWh, a year-on-year increase of 42%, while the storage EPC bidding scale reached 116 GWh, up approximately 40% year-on-year [2] - The industry is experiencing a "one-cell hard to find" situation for storage cells due to a combination of surging global demand and a relatively slow response from the supply side [2] - The tight supply of battery cells is expected to continue until the second half of 2026, according to East Wu Securities [2]