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新能源板块行业龙头个股创历史新高,关注创业板新能源ETF国泰(159387)
Mei Ri Jing Ji Xin Wen· 2025-09-26 02:16
Group 1 - The core viewpoint of the articles highlights the significant rise of the new energy sector, particularly the record high market capitalization of CATL, surpassing Kweichow Moutai, indicating a potential shift in the capital market dynamics [1] - The solid-state battery technology is expected to experience a breakthrough by 2025, with companies like EVE Energy planning to achieve a production capacity of 60Ah for their all-solid-state batteries by the end of the year [1] - CATL's new battery technology, utilizing lithium-rich manganese-based cathodes, has achieved an energy density exceeding 500Wh/kg and has initiated a collaboration project for electric passenger aircraft [1] Group 2 - Policy initiatives from four ministries have identified solid-state battery key equipment as a focus for development, accelerating the commercialization of solid-state battery technology and increasing capital market interest [2] - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have included all-solid-state batteries as a key supported technology in their 2025-2026 growth action plan [2] - The new energy industry chain is expected to unlock new growth opportunities due to technological advancements, with the ChiNext New Energy ETF tracking companies involved in clean energy production, storage, and application [2]