【基金经理内参】快于预期！固态电池产业化已进入密集事件催化期；“十五五”氢能产业明朗；煤炭股“稳定红利”；非银板块弹性一触即发

Group 1 - The solid-state battery industry is industrializing faster than expected and has entered a period of intensive event catalysis [2] - The "14th Five-Year Plan" hydrogen energy industry blueprint is emerging, with opportunities for significant positioning in a tenfold growth sector [2] - The logic of coal stocks is being restructured from "cyclical fluctuations" to "stable dividends" [2] - The bull market is ready, with the non-bank sector showing potential for elasticity, and trading volume is the best catalyst [2]