CATL(SZ:300750) 21世纪经济报道·2025-09-29 04:21Market Overview - The three major indices experienced a rebound, with the ChiNext Index rising nearly 3% at one point. By midday, the Shanghai Composite Index increased by 0.13%, the Shenzhen Component Index rose by 1.11%, and the ChiNext Index gained 1.77% [1][2]. Solid-State Battery Sector - The solid-state battery sector saw significant growth, with stocks in the lithium battery industry, including CATL, rising over 5% during trading. The sector's performance was driven by advancements in solid-state battery technology [4][6]. - A research team led by a professor from Tsinghua University made significant progress in polymer electrolytes for lithium batteries, developing a new fluorinated polyether electrolyte that enhances physical contact and ionic conductivity at solid-state interfaces. This advancement is expected to provide important technical references for solid-state battery product development [6][7]. Gold Market - Gold prices reached a new historical high, with spot gold peaking at $3,798 per ounce and COMEX gold touching $3,830 per ounce. The global largest gold ETF, SPDR, reported a holding of 1,005.72 tons, the highest since August 2022 [7][10]. - Domestic gold jewelry brands have also seen price increases, with certain brands reporting prices as high as 1,111 yuan per gram, reflecting a 5 yuan increase from previous levels [9]. Future Projections - Goldman Sachs projected that by 2026, international gold prices could soar to $4,000 per ounce under baseline scenarios, and potentially reach $4,500 per ounce in tail risk scenarios. If just 1% of funds from the U.S. Treasury market were to flow into gold, prices could approach $5,000 per ounce [12].