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（159755）

Group 1: Battery ETF Performance - The largest battery-themed ETF, Battery ETF (159755), has seen continuous net inflows for 9 trading days, with the latest scale reaching 17 billion yuan, marking 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 key companies in the solid-state battery supply chain, with a solid-state battery content that is relatively high [1] - The index has increased by over 60% year-to-date, with a TTM price-to-earnings ratio of approximately 33.75 times, which is at the historical valuation mean [1] Group 2: Market Sentiment and Investment Trends - Continuous capital inflow reflects market confidence in the investment value of the battery industry, driven by favorable policies and technological advancements [1] - Recent breakthroughs in solid-state battery technology and a surge in market demand have led to accelerated capital allocation in the battery-themed ETF [1] Group 3: Energy Storage Market Insights - As of the first eight months of 2025, the domestic new energy storage installation capacity reached 75.9 GWh, representing a year-on-year growth of 42% [2] - The energy storage EPC bidding scale reached 116 GWh during the same period, showing a year-on-year increase of approximately 40% [2] - A "one cell is hard to find" situation has emerged in energy storage cells due to a combination of global demand surges and a relatively slow response from the supply side, with predictions of continued cell shortages until the second half of 2026 [2]