新能源车ETF（159806）盘中涨超1.2%，储能需求提振锂电设备景气预期

Group 1 - The lithium battery equipment industry is benefiting from increased demand for energy storage, with a significant growth forecast for solid-state battery industrialization, expecting a market size of 2.06 billion yuan by 2025 and potentially reaching 33.6 billion yuan by 2030 [1] - Key growth segments include dry mixing and coating equipment, stacking processes, and packaging testing equipment, indicating a robust expansion in the sector [1] - The solid-state battery production ramp-up phase is anticipated to occur between the second half of 2025 and 2026, as Chinese companies actively invest in critical technologies and capacity building [1] Group 2 - The New Energy Vehicle ETF (159806) tracks the CS New Energy Vehicle Index (399976), which selects listed companies involved in the manufacturing of new energy vehicles, lithium batteries, and related materials, reflecting the overall performance of China's new energy vehicle industry chain [1] - The CS New Energy Vehicle Index focuses on core segments of the new energy vehicle industry, showcasing significant representativeness and growth characteristics [1]