【研选行业】5个月涨价近10%，2025年市场规模已增长48.8%！机构看好钠电池商业化提速，铝箔用量或翻倍，高增赛道标的梳理

Group 1 - The core viewpoint of the article emphasizes the importance of timely and relevant research reports in identifying investment opportunities, particularly in fast-evolving sectors like sodium batteries and aviation decarbonization [1] Group 2 - Sodium battery prices have increased nearly 10% over the past five months, with the market size projected to grow by 48.8% by 2025. Analysts are optimistic about the acceleration of sodium battery commercialization, predicting a potential doubling of aluminum foil usage in this high-growth sector [1] - The aviation industry is facing a pressing need for decarbonization solutions, with upstream raw materials expected to exhibit scarce resource attributes, leading to long-term supply-demand imbalances and price increases. By 2026, the price elasticity in this sector could reach 63%, prompting analysts to strongly recommend two leading companies in the industry [1] - The "Mosu Zhixing" initiative in Shanghai is accelerating the commercialization of L3/L4 autonomous driving technology, which is anticipated to unlock a trillion-yuan market [1] - The gradual cancellation of export tax rebates for batteries is expected to highlight the long-term competitive advantages of leading companies in the sector [1]