机械ETF（516960）涨超2.3%，电力设备与电池技术突破引关注

Group 1: Power Equipment Industry - The investment scale of the State Grid is expected to exceed 650 billion yuan for the first time by 2025, with over 420 billion yuan completed in fixed asset investment from January to September, representing a year-on-year increase of 8.1% [1] - The construction of ultra-high voltage projects is accelerating, with significant projects such as the Longdong-Shandong and Hami-Chongqing lines being put into operation, and the Datong-Tianjin South project starting construction, enhancing cross-regional transmission capacity [1] - The focus of the new power system development is on the intelligent and digital transformation of distribution networks, with clear planning and high certainty in the progress of ultra-high voltage line construction [1] Group 2: Battery Industry - China has made several breakthroughs in solid-state battery technology, including a new fluorinated polyether electrolyte developed by Tsinghua University achieving an ultra-high energy density of 604 Wh/kg and passing rigorous safety tests [1] - The interface-integrated flexible materials designed by the Chinese Academy of Sciences can withstand 20,000 bending cycles [1] - Global solid-state battery shipments are expected to increase from 34 GWh in 2026 to 614 GWh by 2030, with the proportion of all-solid-state batteries rising from 10% in 2027 to 30% in 2030 [1] Group 3: Mechanical ETF - The Mechanical ETF (516960) tracks a specialized mechanical index (000812), selecting listed companies involved in industrial automation, engineering machinery, and specialized equipment from the Shanghai and Shenzhen markets [1] - The index reflects the overall performance of companies that represent technological innovation and manufacturing upgrades within the mechanical equipment industry [1] - Component stocks typically possess strong market competitiveness and growth potential [1]