（责任编辑：张晓波 ） 创业板新能源ETF华夏（159368）是全市场首只上市跟踪创业板新能源指数的ETF基金，也是同类 产品中唯一拥有场外联接的基金。创业板新能源指数主要涵盖新能源和新能源汽车产业，涉及电池、光 伏等多个细分领域。在同类产品中，创业板新能源ETF华夏（159368）弹性最大，涨幅可达20cm；费率 最低，管理费和托管费合计仅为0.2%；规模最大，截至2025年9月23日，规模达8.24亿元；成交额最 大，近一月日均成交6031万元。其储能含量达51%，固态电池含量达23.6%，契合当下市场热点。（联 接A：024419联接C：024420） 每日经济新闻 2025年9月24日A股三大指数午后集体上涨，截至14点44分，上证指数涨0.77%，深成指涨1.55%， 创业板指涨2.05%，创业板新能源ETF华夏（159368）大涨3.58%。盘面上，该ETF持仓股迈为股份、华 宝新能、阳光电源强势领涨，涨超7%。资金面上，创业板新能源ETF华夏（159368）近期持续受到资 金青睐，近5个交易日吸金2.93亿元，近10日吸金5.50亿元。近一月日均成交6031万元，远超同类产品。 自去年"9·24 ...

Group 1 - The solid-state battery industry is experiencing dual drivers from policy and technology, with the Ministry of Industry and Information Technology including all-solid-state batteries in the new industrial standard system, accelerating technological iteration and industrialization [1] - Solid-state batteries offer high energy density (semi-solid 350-400Wh/kg, all-solid over 500Wh/kg) and high safety advantages, with applications expanding in new energy vehicles, consumer electronics, and low-altitude economy [1] - It is expected that the global penetration rate of solid-state batteries will reach 3% (76GWh) by 2027 and increase to 8% (271GWh) by 2030, with a compound annual growth rate of 92% from 2024 to 2030 [1] Group 2 - In the industry chain, sulfide solid electrolytes are becoming the mainstream route for all-solid-state batteries, although current costs are high (hundreds of thousands of yuan per ton) [1] - Silicon-based anodes are seen as a medium-term solution, with production capacity expected to be released in 2025 [1] - The equipment sector is expected to see incremental space due to new process demands such as dry electrode and isostatic pressing [1] Group 3 - The mechanical ETF tracks a segmented mechanical index compiled by China Securities Index Co., Ltd., selecting listed company securities from the Shanghai and Shenzhen markets involved in engineering machinery and industrial robots to reflect the overall performance of quality enterprises in the mechanical equipment industry [1] - This index has strong industry representativeness and is suitable for investors focusing on the development of the mechanical equipment industry [1]

固态电池在能量密度、安全性两个维度较液态电池具有显著优势，且与国家当下大力支持 发展的低空经济、机器人产业具有极高适配度。固态电池产业链发展迅速，呈现协同突破 态势：材料端，固态电解质、硅碳负极和新型正极制备工艺日趋成熟；电池端，半固态电 池将率先装车，全固态电池性能和安全等参数持续突破；整车端，多家主流车企计划推出 搭载固态电池的新车型。 目前固态电池材料体系已基本定型 。 中泰证券指出，2 0 2 5年4月工信部出台动力电池新国标，对电池热失控、热扩散提出更严 格要求，且发文要求加快固态电池行业顶层建设，国家政策呈现积极鼓励态势。 同时从 资本开支周期的角度看，以半固态为主的新型电池技术资本开支显著提升。固态电池行业 有望在"市场需求+政策鼓励+产业升级"的三重因素影响下，带动锂电行业完成新一轮产 业技术升级迭代。 二、相关上市公司： 财联社资讯获悉，据报道，随着新能源汽车产业的技术攻坚迈入"深水区"，动力电池作为 核心部件，其技术路线的演进备受市场关注。其中， 固态电池已成为新能源汽车新一轮 技术竞赛的重要方向。 在相关标准方面，《全固态电池判定方法》发布； 在市场方面，固态电池领域的研发进 展明显加速 ...