钠离子电池标准落地，电池ETF嘉实(562880)一键布局电池产业链投资机会

Core Viewpoint - The sodium-ion battery technology is gaining traction in the energy storage and electric vehicle sectors, with significant potential for market growth driven by advancements in technology and increased industrialization [1]. Group 1: Market Performance - As of January 9, 2026, the China Securities Battery Theme Index rose by 1.70%, with key stocks such as Keda Technology increasing by 6.65%, Xinzhou Bang by 6.61%, and Keda Li by 5.18% [1]. - The top ten weighted stocks in the China Securities Battery Theme Index accounted for 51.77% of the index as of December 31, 2025, including major players like CATL and Sungrow Power [2]. Group 2: Industry Developments - The China Chemical and Physical Power Industry Association has approved the release of the group standard for sodium-ion battery technology requirements, covering definitions, testing methods, and storage guidelines [1]. - Wanlian Securities highlights the cost-effectiveness and low-temperature performance of sodium-ion batteries, suggesting a rapid increase in market penetration as the electric vehicle and energy storage sectors expand [1]. Group 3: Investment Opportunities - Huatai Securities emphasizes the importance of accelerating the construction of a new energy system, focusing on the development of new energy storage and smart grid construction, indicating ongoing benefits for companies in the energy storage, wind power, and grid sectors [1]. - The battery ETF by Harvest (562880) closely tracks the China Securities Battery Theme Index, providing a convenient tool for investors to access the battery theme sector [3]. - Investors without stock accounts can also utilize the battery ETF linked fund (016567) to gain exposure to investment opportunities within the battery industry chain [4].