Group 1 - The core viewpoint is that solid-state batteries, as a new high-performance battery technology, are expected to reach a market size of 2.9 billion yuan in China by 2025, with a year-on-year growth of 70% [1] - Solid-state battery production equipment is anticipated to be the first beneficiary, with isostatic pressing technology addressing the challenge of solid-solid interface densification [1] - Dry processing technology is expected to reshape the lithium battery industry landscape due to its 30% lower cost and 35% reduced energy consumption compared to wet processing [1] Group 2 - There is a significant increase in demand for ultrasonic equipment in the ear welding and testing stages, while ALD technology improves interface stability through precise coating [1] - Laser technology is widely used in electrode processing and welding, and stacking technology continues to optimize efficiency and precision due to its compatibility with solid-state electrolyte characteristics [1] - High-pressure formation technology, which reduces interface impedance through ultra-high pressure, has become a key process in the later stages of production [1] Group 3 - The mechanical ETF (516960) tracks a segmented mechanical index (000812) that selects high-quality listed companies in industrial automation and specialized equipment sectors to reflect the overall performance of related securities [1] - The segmented mechanical index constituents exhibit strong innovation capabilities and market competitiveness, effectively reflecting the trend of upgrading and transforming China's manufacturing industry [1] - The index has a growth-oriented style, making it suitable for investors focusing on high-end manufacturing and industrial upgrades [1]
机械ETF(516960)涨超0.7%,储能与固态电池技术突破引关注
Mei Ri Jing Ji Xin Wen·2025-12-22 06:29