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中国固态电池大会举办在即!电池ETF(159755)、储能电池ETF广发(159305)双双涨超2.5%
Xin Lang Cai Jing· 2025-10-20 03:43
消息面上,中国固态电池大会将在合肥举行。中国固态电池大会10月22-24日将在合肥举行,宁德时 代、卫蓝新能源、国轩高科等将参会。同时,《节能与新能源汽车技术路线图3.0》将于10月22日面向 全球发布。 另一方面,近期,储能电池出货量居高不下:根据高工产研储能研究所调研统计,2025年第三季度中国 储能锂电池出货量165GWh,同比增长65%,2025年前三季度合计出货量为430GWh。预计2025四季度 行业仍保持供不应求,满产满销态势,四季度出货量将维持二、三季度出货态势,全年预计总出货量达 到580GWh,增速超过75%。 财通证券指出,2025年以来,固态电池技术持续获突破,多家车企计划于2027年左右开始搭载全固态电 池,行业产业化进程加快。随着中试线的陆续落地以及锂电扩产周期的重启,设备企业基本面有望持续 改善,继续看好产业周期与技术进步共振。 中信建投证券表示,国内储能经济性迎来拐点,海外光储平价全面共振态势不变,国内核心驱动在于新 能源全面入市推动峰谷电价差拉大,加上容量电价政策出台,推动储能IRR提升。 相关ETF: 1、电池ETF(159755)紧密跟踪国证新能源车电池指数,聚焦新能源车 ...
国内固态电池技术取得重大突破!全市场规模最大、固态含量最高的电池ETF(159755)一度涨超3%,储能电池ETF广发(159305)最高涨近2%
Xin Lang Cai Jing· 2025-10-09 06:53
Group 1 - A research team led by Huang Xuejie from the Chinese Academy of Sciences has developed an anion regulation technology that addresses the challenge of achieving tight contact between the electrolyte and lithium electrode in all-solid-state lithium batteries, providing crucial technical support for practical applications [1] - The research team from the Institute of Metal Research proposed an all-in-one polymer electrode-electrolyte material (P(EO2-S3)), which maintains robust cycling performance after 20,000 bending cycles in flexible devices and enhances the energy density of the electrode to 585.9 Wh/kg when used as an electrolyte in lithium iron phosphate cathodes [1] - On October 9, 2025, the solid-state battery sector showed strong performance, with stocks like Haike Xinyuan hitting the daily limit, and Ganfeng Lithium, Dangsheng Technology, and Zhongyi Technology rising over 9% [1] Group 2 - The battery ETF (159755), which tracks the National Index for New Energy Vehicle Batteries, rose over 3% on October 9, 2025, reaching a nearly three-year high, with significant inflows of 6.5 billion yuan over the past 20 trading days [2] - The energy storage battery ETF from Guangfa (159305) also saw a rise of nearly 2%, with stocks like New Wind Power increasing over 10% and China Tianying hitting the daily limit [2] - The National Index for New Energy Battery focuses on the energy storage battery sector, while the National Index for New Energy Vehicle Batteries emphasizes the automotive battery supply chain, highlighting different segments within the battery industry [2] Group 3 - Guojin Securities believes that solid-state batteries outperform traditional batteries in safety, energy density, and integration, with a supportive policy framework expected to facilitate rapid growth in the industry by 2027 [3] - Xingye Securities indicates that the industrialization process of solid-state batteries may accelerate due to multiple favorable factors, with the initial solid-state battery material system nearing mass production requirements [3] Group 4 - The battery ETF (159755) closely tracks the National Index for New Energy Vehicle Batteries, focusing on the battery manufacturing, materials, management systems, and charging stations within the automotive battery supply chain [4] - The Guangfa energy storage battery ETF (159305) tracks the National Index for New Energy Batteries, covering the energy storage battery theme and selecting 50 stocks with high market capitalization and liquidity [4]
产业政策催化不断,多氟多等涨停!电池ETF(159755)、储能电池ETF广发(159305)最高涨超4%
Xin Lang Cai Jing· 2025-09-29 02:38
Core Viewpoint - The solid-state battery sector is experiencing significant growth, driven by strong market demand, supportive policies, and technological advancements, with key players in the industry showing robust stock performance [1][2][3] Group 1: Market Performance - On September 29, 2025, the solid-state battery sector saw strong upward movement, with stocks like Shida Shenghua and Dofluorid rising to their daily limit [1] - The battery ETF (159755) reached a nearly three-year high, with a price increase of over 4% during the morning session, and has seen a net inflow of 6 billion yuan over the past 20 trading days [1] - The energy storage battery ETF (159305) also rose over 3%, with a turnover rate of 12%, indicating strong market interest [1] Group 2: Policy and Industry Developments - Eight government departments issued a plan to accelerate the application verification of high-end products like solid-state battery materials [2] - The Ministry of Industry and Information Technology released an action plan to support foundational research in cutting-edge technologies, including solid-state batteries [2] - A new "Solid-State Battery Intelligent Manufacturing Platform" was established, indicating a collaborative effort among domestic lithium battery equipment companies [2] Group 3: Industry Outlook - The global solid-state battery industry is transitioning from research to commercialization, with China expected to achieve small-scale production by around 2027 [3] - The solid-state battery sector is projected to enter a critical phase of pilot production in the second half of 2025, with expectations of significant output growth by 2030 [3] - The overall battery industry is experiencing improved market conditions, with policies driving demand for energy storage solutions [3]
电池板块再迎政策催化!电池ETF(159755)、储能电池ETF广发(159305)一度涨近3%
Xin Lang Cai Jing· 2025-09-23 02:56
Group 1 - The National Energy Administration and other departments released guidelines to promote high-quality development of energy equipment, focusing on establishing a high-safety, high-reliability battery energy storage system and developing key equipment for long-life, wide-temperature, low-degradation lithium batteries, sodium batteries, and solid-state batteries [1] - According to China International Capital Corporation (CICC), solid-state batteries are entering the industrialization phase, with the equipment sector experiencing a critical transition from validation to mass production, leading to an increase in the value of production lines from 100-200 million to 200-300 million yuan [1] - In September, the retail market for narrow passenger vehicles is expected to reach approximately 2.15 million units, representing a month-on-month increase of 6.5% and a year-on-year increase of 2.0%, with new energy vehicle retail sales reaching around 1.25 million units and a penetration rate of 58.1% [1] Group 2 - As of September 23, 2025, the battery ETF (159755) surged nearly 3%, hitting a two-and-a-half-year high, with significant gains in constituent stocks such as Terui De and XWANDA [2] - The energy storage battery ETF (159305) also rose nearly 3%, reaching a record high since its launch, with a turnover rate approaching 10%, indicating strong investor interest [2] - The National Index for New Energy Battery focuses on the energy storage battery sector, while the National Index for New Energy Vehicle Batteries targets the automotive battery supply chain, highlighting the different segments within the battery industry [2] Group 3 - CITIC Securities noted that full solid-state battery testing is gradually commencing, with a dense schedule of road tests expected in 2025-2026, emphasizing the need to address issues related to battery volume expansion and cycle life degradation [3] - The report suggests focusing on the materials used in battery cells, including conductive agents, functional additives, solid electrolytes, and the manufacturing processes involved in battery cell production [3] Group 4 - The battery ETF (159755) closely tracks the National Index for New Energy Vehicle Batteries, selecting leading A-share companies involved in battery manufacturing, materials, management systems, and charging stations [4] - The energy storage battery ETF (159305) tracks the National Index for New Energy Batteries, covering a range of stocks with good liquidity and market capitalization, focusing on the investment value within the energy storage battery industry [4]
固态电池震荡回暖!电池ETF(159755)、储能电池ETF广发(159305)早盘最高涨超2%
Xin Lang Cai Jing· 2025-09-17 05:51
Group 1 - The core viewpoint of the articles highlights the recovery of the solid-state battery concept stocks in the A-share market, driven by strong demand for new energy vehicles and the effectiveness of the vehicle replacement policy [1] - In Q2 2025, wholesale sales of new energy passenger vehicles reached 3.63 million units, representing a year-on-year increase of 33.6% and a quarter-on-quarter increase of 25.2%, with a penetration rate exceeding 50% at 51.1% [1] - Recent government policies aim to promote supply-side reforms in the new energy sector, addressing issues of low-price competition and enhancing price maintenance measures [1] Group 2 - The solid-state battery technology is progressing steadily, with major automakers expected to implement solid-state battery solutions by 2026 and enter small-scale production by 2027 [1] - Key players like CATL, BYD, and Qingtao Energy have initiated pilot production lines, moving towards mass production in the hundred megawatt to gigawatt range [1] - The value proportion of mid-stage equipment in the production process has increased to 75%-80%, with new processes such as dry electrode and isostatic pressing becoming core growth areas [1] Group 3 - As of September 17, 2025, the Guozheng New Energy Vehicle Battery Index rose by 1.92%, with the leading battery ETF (159755) increasing by 1.75%, marking a three-day consecutive rise [2] - The top ten weighted stocks accounted for 65.1% of the index, with CATL rising by 6.48%, reaching a new high [2] - The battery ETF has seen continuous net inflows over the past 13 days, totaling 4.666 billion yuan [2] Group 4 - The battery ETF (159755) closely tracks the Guozheng New Energy Vehicle Battery Index, focusing on the new energy vehicle battery industry chain, including battery manufacturing, materials, management systems, and charging stations [4] - The storage battery ETF (Guangfa 159305) tracks the Guozheng New Energy Battery Index, covering the new energy storage battery theme, selecting 50 stocks with large market capitalization and good liquidity [4] Group 5 - The demand for new energy vehicles and energy storage is steadily growing, with the lithium battery sector experiencing price stabilization and production expansion slowing down [3] - The industry's profitability is showing signs of stabilization and upward elasticity due to cost reduction and efficiency improvement measures, along with the arrival of the traditional peak season in the second half of the year [3]
电池产业“反内卷”不断加码!储能电池ETF广发(159305)涨近5%,电池ETF(159755)最高涨近3%,固态电池产业进程加速
Xin Lang Cai Jing· 2025-09-03 07:01
Core Insights - The battery and energy storage sectors showed strong performance in the market, with significant gains for companies like Sungrow Power and Yiwei Lithium Energy [1] - The Chinese government is implementing policies to address "involution" competition, aiming to stabilize the market and promote industry consolidation [1][2] - The commercialization of solid-state batteries is accelerating, with several companies announcing advancements and production timelines [1][3] Industry Dynamics - The Chinese lithium battery production is expected to increase by 7.5% month-on-month in September 2025, with a year-on-year growth of 57.5% in the first seven months of 2025 [3] - The solid-state battery technology is advancing, with multiple automakers planning to adopt full solid-state batteries around 2027 [3] - Major lithium battery equipment manufacturers reported significant profit growth, indicating a positive outlook for the sector [3] Policy Impact - The initiative to maintain a healthy and orderly development of the lithium iron phosphate materials industry is expected to stabilize market order and alleviate pressure on companies [2] - The comprehensive rectification of involution competition is anticipated to enhance the global competitiveness of China's new energy vehicles and lithium battery industry [2] ETF Performance - The Storage Battery ETF (Guangfa 159305) rose nearly 5%, indicating active market trading and strong performance from major stocks like Sungrow Power and Yiwei Lithium Energy [2][4] - The Battery ETF (159755) also showed a significant increase, with a notable rise in major holdings, reflecting positive investor sentiment [2][4]