中国固态电池大会举办在即!电池ETF(159755)、储能电池ETF广发(159305)双双涨超2.5%
Xin Lang Cai Jing·2025-10-20 03:43

Group 1 - The China Solid-State Battery Conference will be held in Hefei from October 22-24, featuring companies like CATL, Weilan New Energy, and Guoxuan High-Tech, along with the global release of the "Energy Saving and New Energy Vehicle Technology Roadmap 3.0" on October 22 [1] - In Q3 2025, China's energy storage lithium battery shipments reached 165 GWh, a year-on-year increase of 65%, with total shipments for the first three quarters of 2025 amounting to 430 GWh. The total annual shipment is expected to reach 580 GWh, with a growth rate exceeding 75% [1] - As of October 20, 2025, the leading battery ETF (159755) surged nearly 3%, with component stocks such as Sanhua Intelligent Control rising by 7.78%, and Guoxuan High-Tech by 5.08%, indicating strong investor interest with an average daily transaction of 1.615 billion yuan over the past month [1] Group 2 - The energy storage battery ETF Guangfa (159305) increased by 2.72%, closely tracking the Guozhen New Energy Battery Index, with component stocks like Zhuhai Guanyu rising by 17.72% and Kexin Technology by 6.43%. The fund has accumulated a 39.84% increase since March, showcasing significant returns [2] - The Guozhen New Energy Battery Index focuses on the energy storage battery sector, while the Guozhen New Energy Vehicle Battery Index targets the electric vehicle battery supply chain, highlighting different segments within the battery industry [2] - Financial institutions note that solid-state battery technology has seen continuous breakthroughs since 2025, with several automakers planning to adopt all-solid-state batteries around 2027, accelerating the industry's commercialization process [2]