20cm速递｜关注创业板新能源ETF国泰（159387）投资机会，资金连续5日净流入，固态电池技术进展引关注

Group 1 - The energy storage industry remains highly prosperous, with recent price increases in domestic energy storage cells and systems driven by strong demand from overseas orders [1] - The cost of raw materials for battery cells has significantly risen, with prices for lithium carbonate and cathode materials recovering, while supply tightens for lithium hexafluorophosphate and electrolytes due to reduced production capacity and increased demand [1] - It is expected that some manufacturers will further raise their price focus in November, with transaction prices likely to continue to rise slightly in the short term [1] Group 2 - The global growth rate for the energy storage market is projected to remain above 40% through 2026, with independent energy storage in China expected to see significant growth, potentially reaching over 200 GWh next year [1] - The solid-state battery market is anticipated to see global demand exceed 206 GWh by 2030 and expand to over 740 GWh by 2035, indicating a transition to large-scale application [1] - The Guotai New Energy ETF (159387) tracks the Innovation Energy Index (399266), which has a daily fluctuation of 20%, focusing on companies involved in clean energy production, storage, and application [1]