Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-10-17 04:18Group 1 - The lithium battery equipment industry is experiencing an upward cycle, with the solid-state battery industrialization inflection point reached, leading to a continuous increase in sector valuation [1] - Solid-state batteries are expected to create additional market space for lithium battery equipment, with optimistic projections estimating a new equipment market size of 2.06 billion yuan by 2025 and potentially reaching 33.624 billion yuan by 2030, representing over a 15-fold increase [1] - The synergy between equipment and material systems is anticipated to break through, marking the second half of 2025 or 2026 as the inflection point for the solid-state battery industry [1] Group 2 - The Guotai New Energy ETF (159387) tracks the Innovation Energy Index (399266), which has a maximum fluctuation of 20%, selecting listed companies involved in clean energy production, storage, and application as index samples [1] - The index focuses on companies with technological innovation capabilities and high growth potential, primarily in solar energy, wind energy, electric vehicles, and related equipment manufacturing, reflecting the overall performance of listed companies in the new energy and related industry chain [1]