创业板新能源ETF国泰（159387）跟踪的是创新能源指数（399266），涨跌幅达20%，该指数从市 场中选取涉及清洁能源生产、存储及应用等业务的上市公司证券作为指数样本，重点关注具有技术创新 能力和高成长潜力的企业，行业配置上以太阳能、风能、电动汽车及相关设备制造为主，以反映新能源 及相关产业链上市公司证券的整体表现。 国泰海通指出，固态电池凭借高安全性、高能量密度等优势，将成为未来高性能电池重点发展方 向，在新能源汽车、消费电池、低空经济等领域具有广阔市场空间。当前产业分化出两条技术路线：氧 化物半固态路线因与现有设备兼容度高已实现量产装车，硫化物全固态路线虽潜力更大但产业化仍需较 长时间。设备端是产业化关键因素，需配套专用设备解决电极、电解质、封装等工艺调整，其中干法电 极设备（辊压机、干法一体机）、高精度叠片机、高压化成设备等新型设备需求明确。产业进展方面， 半固态电池已进入主流价格带（如名爵MG4），预计2027年全固态电池实现量产装车。政策驱动下 （如国家规划2025年电池系统达300Wh/kg），固态电池技术落地加速，设备企业有望率先受益。 注：如提及个股仅供参考，不代表投资建议。指数/基金短 ...

Group 1 - The core point of the article highlights that CATL (Contemporary Amperex Technology Co., Limited) achieved a transaction volume of 10 billion yuan as of the report date, with a current increase of 0.98% [1]

格隆汇9月4日｜宁德时代涨超1%，成交额突破100亿元。 ...

格隆汇9月4日｜宁德时代涨超1%，成交额突破100亿元。 ...

Core Viewpoint - The solid-state battery concept stocks in the A-share market have collectively strengthened, driven by a surge in orders for solid-state battery production equipment, indicating a growing interest and investment in this technology [1][2]. Group 1: Market Performance - Lijia Technology saw a significant increase of 22.73%, with a total market capitalization of 2.617 billion [2]. - Zhongwei Co. rose by 11.89%, reaching a market cap of 40.7 billion [2]. - Hangke Technology and Ningxin New Materials both increased by over 10%, with market caps of 19.5 billion and 1.901 billion respectively [2]. - Other notable performers include Liwang Co. (up 9.79%), Wuhan Land Electric (up 8.83%), and Haibo Science and Technology (up 8.31%) [2]. Group 2: Industry Insights - Recent statistics indicate that the total new orders and backlog for leading equipment manufacturers in the solid-state battery sector have exceeded 30 billion, with a year-on-year growth rate of 70% to 80% [1]. - According to research from Caitong Securities, breakthroughs in solid-state battery technology are expected to accelerate, with several automotive companies planning to adopt full solid-state batteries around 2027, indicating a faster industrialization process [1]. - The ongoing establishment of pilot production lines and the restart of lithium battery expansion cycles are anticipated to improve the fundamentals of equipment manufacturers, suggesting a positive outlook for the industry [1].

Core Viewpoint - Zhongxin Innovation (03931) saw a significant increase in stock price, rising over 10% following the announcement of a long-term exclusive partnership with Ashok Leyland for battery development and manufacturing [1] Group 1: Partnership and Investment - Ashok Leyland announced plans to invest over 500 billion Indian Rupees (approximately 40.45 billion RMB) in a battery manufacturing project over the next 7-10 years [1] - The partnership aims to develop next-generation battery products for both automotive and non-automotive applications, contributing to the localization of the battery supply chain in India [1] Group 2: Production Capacity and Global Expansion - Zhongxin Innovation is accelerating its global production capacity, with its Thailand Pack factory already delivering stable outputs [1] - The company is also set to break ground on its Portugal facility in Q1 2025, with an investment exceeding 15 billion RMB and an expected annual production capacity of 15 GWh by 2027 [1]

Group 1 - Zhongchuan Innovation (03931) saw a significant increase in stock price, rising over 10% to HKD 23.9 with a trading volume of HKD 134 million [1] - Ashok Leyland, an Indian commercial vehicle manufacturer, announced a long-term exclusive partnership with Zhongchuan Innovation to invest over INR 500 billion (approximately RMB 404.5 billion) in battery manufacturing projects over the next 7-10 years [1] - The investment aims to develop next-generation battery products for both automotive and non-automotive applications, contributing to the localization of the battery supply chain in India [1] Group 2 - Zhongchuan Innovation is accelerating its global production capacity, with its Thailand Pack factory already delivering stable outputs [1] - The company is also set to begin construction on a facility in Portugal in Q1 2025, with an investment exceeding RMB 15 billion and an expected annual production capacity of 15 GWh by 2027 [1]

固态电池凭借其较高的安全性及能量密度优势，在新能源车、低空及消费电子等领域具备广阔的应用前 景。该行认为固态电池有望在eVTOL及消费电子领域率先实现规模化量产，推动固态电池规模化降 本，然后在动力领域逐步量产装车。该行测算2030 年全球固态电池出货量将达到808GWh，其中预计全 固态电池有望于2027 年实现技术定型和小规模量产，2030 年实现商业化量产、需求量有望超 150GWh，其中动力、EVTOL、消费电子分别对应固态装机需求为93、40、23GWh，渗透率分别为 3%、40%、15%。 材料端：全固态电池技术路线持续收敛，产业化进程加快。 1)电解质：硫化物路线为主，卤化物路线亦具备较大潜力。硫化物电解质当前成本较高，规模放量后具 备较大降本空间。卤化物离子电导率能满足电池需求，且成本较低，其应用潜力亦较大。2)正极：中长 期往高电压、高比容正极迭代。其中富锂锰基兼具高比容量、低成本，应用前景广阔。3)负极：中长期 聚焦锂金属负极。锂金属凭借高比容量+低电极电势，有望成为负极材料的长期迭代方向;锂金属负极工 艺主要包括压延法和蒸镀法，核心在于减薄平整和降本，目前商业化加速推进中。4)集流体：多 ...

Group 1 - The company is currently advancing its solid-state battery pilot line project [1] - After the pilot line is operational, the company plans to initiate mass production based on customer and product development progress as well as market demand [1] - The company aims to serve various customers and industry needs through this mass production [1]

Group 1 - Zhejiang Geely Automobile International Trade Co., Ltd. exported 533 units of new energy vehicles to Belarus via the China-Europe Railway Express, indicating a significant increase in exports to member countries of the Shanghai Cooperation Organization (SCO) [1] - Exports of new energy vehicles to Kazakhstan and Uzbekistan have approximately doubled this year, showcasing the growing demand for these products in SCO member countries [1] - The Qianjiang Customs has implemented measures to enhance the efficiency of origin certificate applications and promote the use of the "China Customs Preferential Origin Service Platform" to facilitate smoother customs clearance for exporters [1] Group 2 - Hangzhou Jispeed Electronics Co., Ltd. has expanded its export business to several SCO member countries and has entered the Indian market for the first time this year, focusing on lithium batteries for golf carts and industrial energy storage [2] - The company reported an export value of 31 million yuan for lithium battery products from January to July, reflecting a year-on-year growth of over 40% [2] - The Hangzhou Customs has been actively engaging with local businesses to understand their challenges and needs, providing tailored support to help them navigate customs policies and certification requirements for new markets [2] Group 3 - From January to July, Hangzhou's exports of "new three samples" products to other SCO member countries reached 630 million yuan, representing a year-on-year increase of 123.7% [3]