机械ETF国泰（516960）涨超0.7%，动力电池和储能电池需求旺盛

Group 1 - The core viewpoint of the article highlights the strong demand for power batteries and energy storage batteries, with an increase in average prices for energy storage cells and systems [1] - Prices of materials such as lithium carbonate and lithium iron phosphate are on the rise, with significant increases in the average price of prismatic lithium iron phosphate energy storage cells and stable prices for ternary power cells [1] - The monthly shipment volume of lithium iron phosphate batteries reached a new high in December 2025, with a year-on-year growth of 30.82%, while the shipment volume of ternary power batteries increased by 27.27% year-on-year [1] Group 2 - Domestic new energy storage bidding capacity reached a monthly high in November 2025, indicating robust demand in the sector [1] - In December 2025, China's power battery export volume increased by 47.29% year-on-year, reflecting ongoing growth in global new energy vehicle sales [1] - Domestic battery production in December 2025 saw a year-on-year increase of approximately 62%, with lithium iron phosphate cathode material production rising by 32.48% [1] Group 3 - The Guotai Mechanical ETF (516960) tracks a specialized mechanical index (000812) that focuses on the mechanical equipment industry, covering high-quality enterprises in specialized and general machinery sectors [1] - This index aims to reflect the performance of mechanical manufacturing companies with high growth potential and innovation capabilities during China's manufacturing upgrade and transformation [1]