动力电池回收量同比增32.9%，固态电池标准催化行情，电池ETF嘉实(562880)聚焦电池产业链机遇

Group 1 - The core viewpoint of the articles highlights the significant growth and potential of the battery sector, particularly in relation to the recycling and utilization of used batteries from electric vehicles, with a projected increase in comprehensive utilization exceeding 400,000 tons by 2025, representing a year-on-year growth of 32.9% [1] - The China Association of Automobile Manufacturers reported that by 2025, the production and sales of new energy vehicles in China are expected to reach 16.626 million and 16.49 million units respectively, with new energy vehicle sales accounting for 47.9% of total new car sales [1] - The recent meeting of the inter-ministerial joint conference on energy-saving and new energy vehicles emphasized the acceleration of breakthroughs in solid-state battery technology and advanced autonomous driving, indicating a renewed focus on solid-state batteries [2] - The first national standard for solid-state batteries has entered the consultation phase, aiming to establish stricter standards and reduce the confusion in industry terminology, which is expected to enhance the clarity and reliability of the technology [2] - As of December 31, 2025, the top ten weighted stocks in the China Battery Theme Index include major players such as CATL, Sungrow Power, and EVE Energy, collectively accounting for 51.77% of the index [2] Group 2 - The battery ETF managed by Harvest (562880) closely tracks the China Battery Theme Index, providing a convenient tool for investors to gain exposure to the battery sector [3] - Investors without stock accounts can also access investment opportunities in the battery industry through the battery ETF linked fund (016567), which allows for easy investment in the sector [4]