锂电行业三季度业绩亮眼，关注创业板新能源ETF国泰（159387）

Group 1 - The lithium battery industry showed significant recovery in Q3, with a year-on-year net profit growth of 32.86% in the first three quarters, and a remarkable increase of 55.41% in Q3, primarily driven by the surge in energy storage demand [1] - Domestic and overseas demand for energy storage is expected to resonate positively, with optimistic projections for new installations. It is estimated that from 2025 to 2027, domestic energy storage installations will reach 150 GWh, 260 GWh, and 380 GWh respectively, while global installations will reach 272 GWh, 441 GWh, and 642 GWh [1] - The solid-state battery industry is experiencing significant catalysts, with key developments expected in November, including successful mid-term assessments and upcoming road tests for solid-state batteries in heavy-duty vehicles. Major battery manufacturers and vehicle manufacturers are anticipated to initiate a new round of order tenders by the end of the year [1] Group 2 - Investment opportunities are suggested in the ChiNext New Energy ETF (159387), which covers lithium batteries, photovoltaics, wind power, and other industries comprehensively. For those interested in solid-state batteries, the New Energy Vehicle ETF (159806) is recommended, closely tracking the CSI New Energy Vehicle Index, with over 40% weight in solid-state battery-related stocks [1]