机构称钠电是增量的千亿市场，科创新能源ETF(588830)备受关注

Group 1 - Company Rongbai Technology has signed a strategic cooperation agreement with CATL, becoming the first supplier of sodium-ion cathode materials [1] - The sodium-ion battery market is projected to be a trillion-dollar market, with its development logic evolving from lithium replacement to creating independent performance advantages [1] - Sodium-ion batteries can operate independently of lithium batteries, offering high safety, wide temperature range (-40 to 60°C), long cycle life, and cost-effectiveness over their entire lifecycle, making them suitable for applications where lithium batteries are less effective [1] Group 2 - The competitive landscape for sodium-ion cathodes is changing, as raw materials for lithium batteries are highly volatile, while sodium-ion materials are more readily available and stable, allowing for profit margins to be driven by technology rather than raw material control [2] - As of November 18, 2025, the Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index shows mixed performance among its constituent stocks, with notable gains from companies like Xianhui Technology and Micro导纳米 [2] - The top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index account for 49.07% of the index, indicating a concentrated market among leading companies in the new energy sector [3]