Dynanonic(SZ:300769) Mei Ri Jing Ji Xin Wen·2025-11-05 06:57Core Viewpoint - The A-share market showed positive performance with significant gains in the new energy sector, particularly in solid-state battery concepts, driven by recent government standards and industry growth potential [1][2]. Group 1: Market Performance - The three major A-share indices turned positive on November 5, with the ChiNext New Energy ETF (Hua Xia, 159368) experiencing a maximum increase of 3.85% [1]. - Notable stocks included Defang Nano, which surged over 13.67%, and Penghui Energy, which rose over 9%, with other companies like Yiwei Lithium Energy and Sunshine Power also seeing gains exceeding 6% [1]. - The ChiNext New Energy ETF (Hua Xia, 159368) recorded a trading volume exceeding 58 million yuan, ranking first among similar products [1]. Group 2: Industry Standards and Future Outlook - On November 4, the Ministry of Industry and Information Technology released the fourth batch of industry standards for 2025, focusing on new energy storage and the metaverse, with 15 recommended standards primarily targeting solid-state lithium battery electrolytes [1]. - The standards aim to clarify technical specifications for core materials in solid-state lithium batteries, facilitating industrial innovation and supporting high-quality development in the new energy and storage sectors [1]. - According to CITIC Securities, solid-state batteries are expected to become a growth engine for new energy, with lithium and nickel demand projected to surge [2]. - By 2025, the demand for lithium in solid-state batteries is estimated at 14,600 tons LCE, increasing to 660,000 tons LCE by 2030, representing a significant rise compared to traditional battery technologies [2]. Group 3: ETF Characteristics - The ChiNext New Energy ETF (Hua Xia, 159368) is the largest ETF tracking the ChiNext New Energy Index, covering various sectors including batteries and photovoltaics [2]. - It offers the highest elasticity with a potential increase of up to 20%, and the lowest fees, with a combined management and custody fee of only 0.2% [2]. - As of October 31, 2025, the ETF's scale reached 829 million yuan, with an average daily trading volume of 90.05 million yuan over the past month, and it has a storage content of 51% and solid-state battery content of 30% [2].