20cm速递｜创业板新能源ETF国泰（159387）收跌超1.7%，近10日资金净流入超2.6亿元，锂电设备公司业绩有望复苏，回调或可布局

Group 1 - The core viewpoint of the article highlights the potential recovery of lithium battery equipment companies' performance due to the expansion of traditional battery production and advancements in solid-state battery technology [1] - It is predicted that by 2026, China's total lithium battery shipments will exceed 2.3 TWh, representing a year-on-year growth of over 25%, with energy storage lithium battery shipments expected to grow by more than 35% [1] - The lithium industry is entering a "third round" of expansion since 2025, with new effective lithium battery production capacity expected to exceed 700 GWh by 2026, driving the lithium equipment market size growth by over 65 billion yuan [1] Group 2 - The Guotai New Energy ETF (159387) tracks the Innovation Energy Index (399266), which focuses on companies involved in renewable energy, clean energy technology, and equipment manufacturing [1] - The index aims to reflect the overall performance of companies that excel in technological innovation and sustainable development within the energy sector [1]