Mei Ri Jing Ji Xin Wen·2025-11-13 05:49Group 1 - The A-share market saw all three major indices rise collectively, with the ChiNext Index increasing by over 2%, driven by strong performances in the electric equipment and non-ferrous metals sectors, where the electric equipment industry surged by over 4% in the afternoon [2] - Concept sectors such as lithium battery electrolyte, power batteries, lithium mines, solid-state batteries, energy storage, and lithium extraction from salt lakes remained active, indicating a robust interest in these areas [2] - The mainstream ETF, ChiNext Value ETF (159966), continued to rise in the afternoon, with top-performing holdings including Xinzhou Bang, Yiwei Lithium Energy, Dangsheng Technology, CATL, Terui De, and XWANDA, among which CATL saw an increase of over 7% [2] Group 2 - The energy storage market has become a significant and growing driver of lithium demand, with energy storage batteries accounting for over 25% of global battery production and over 40% of lithium iron phosphate battery production since June this year [3] - CITIC Construction pointed out that energy storage serves as one of the best supporting adjustment power sources for AIDC, with high certainty of volume growth; currently, the downstream integration and operation segments of energy storage exhibit significant excess profits compared to the equipment segment [3] - It is expected that in the future, profits will be passed on to the materials and battery segments through price increases from upstream, with opportunities for both volume and price increases in these segments, particularly for materials like 6F and VC, as well as leading opportunities in lithium iron, anodes, separators, and aluminum foil [3]