机械ETF（516960）盘中跌超3.2%，锂电设备长期空间获机构聚焦

Group 1 - The core viewpoint is that the lithium battery shipment volume is continuously increasing, with significant long-term growth potential. Global power battery shipments are expected to reach 1285 GWh by 2025, and global energy storage battery shipments are projected to reach 481 GWh. By 2030, the combined global power and energy storage battery capacity is anticipated to reach 5154 GWh, approximately three times that of 2025 [1] - The innovation cycle for solid-state batteries is accelerating, with battery and vehicle companies expected to transition from samples to trial production lines starting in 2024, and mass production is projected to begin in 2027. Domestic solid-state battery capacity planning has exceeded 75 GWh, with investments exceeding 10 billion [1] - Solid-state battery equipment represents a new technological direction, with short to medium-term premiums and high value. It is estimated that a 5% penetration rate by 2030 will generate an incremental market scale of approximately 51.5 billion [1] Group 2 - The Mechanical ETF (516960) tracks a specialized mechanical index (000812), which selects listed companies in the specialized equipment and general machinery sectors from the Shanghai and Shenzhen markets. The index focuses on high-end manufacturing and intelligent manufacturing, reflecting the overall performance of quality enterprises with technological advantages and growth potential in the mechanical equipment industry [1]