固态电池迎来0-1产业趋势，储能需求刚性提升，电池ETF（561910）盘中上涨1.41%

Core Viewpoint - The battery sector is experiencing fluctuations, with solid-state battery and energy storage technologies gaining attention due to their potential growth and investment opportunities [1][3][4]. Group 1: Market Performance - On January 15, major indices declined, while the lithium battery sector showed signs of recovery, particularly in solid-state battery stocks [1]. - The Battery ETF (561910) has a solid-state battery content of 45% and energy storage content of 56%, showing an increase of 1.41% [1][7]. - Key stocks such as Zhongwei New Materials surged over 9%, while others like Xiamen Tungsten and Peking University Materials rose over 4% [1]. Group 2: Industry Trends - The demand for energy storage is being driven by the construction of self-built power plants by data centers in the U.S., with EIA data indicating a projected 23% increase in average wholesale electricity prices by 2025 [3]. - The solid-state battery industry is advancing, with a focus on overcoming technological challenges and achieving mass production by 2026 [4]. - NASA's recent report highlights the development of high-performance solid-state batteries for use in space missions by 2028, indicating significant advancements in this technology [3]. Group 3: Investment Insights - Tianfeng Securities emphasizes the importance of solid-state battery technology, predicting that 2026 will see a focus on production line construction and supply chain establishment [4]. - The projected demand for power and energy storage batteries is expected to reach 1,872 GWh and 2,236 GWh in 2025 and 2026, respectively, marking year-on-year increases of 45% and 25% [5]. - The solid-state battery competition is primarily concentrated in China, Japan, South Korea, and the U.S., with small-scale production expected to begin in these regions within the next two years [4].