午后拉升，锂电池ETF、电池ETF嘉实、电池ETF、储能电池ETF广发涨超3%

Core Viewpoint - The stock market experienced a collective rebound, with significant gains in sectors such as lithium batteries, automotive manufacturing, and automotive parts, indicating a positive trend in these industries [1] Industry Performance - The three major stock indices rebounded, with lithium battery and automotive sectors leading the gains, as evidenced by the performance of various ETFs [1] - The Battery 50 ETF and Lithium Battery ETF both saw a daily increase of over 3%, with year-to-date gains of 61.66% and 62.32% respectively [3] Battery Production and Sales Data - In September, China's total production of power and other batteries reached 151.2 GWh, marking a month-on-month increase of 8.3% and a year-on-year increase of 35.4% [5] - New energy vehicle production and sales in September reached 1.617 million and 1.604 million units, respectively, reflecting year-on-year growth of 23.7% and 24.6% [5] - By August 2025, the cumulative production of power and other batteries was 970.7 GWh, showing a year-on-year increase of 54.3% [6] Market Trends and Projections - The lithium battery industry is experiencing a shift from passive capacity clearance to proactive inventory replenishment, with production data for October exceeding expectations [7] - The average operating rate in the industry is approaching 90%, with leading manufacturers operating at full capacity and secondary manufacturers rapidly increasing their utilization rates [7] - Solid-state battery technology is expected to see significant advancements, with several automakers planning to adopt solid-state batteries around 2027, indicating a faster industrialization process [6]