10月15日，赣锋锂业跌5.15%，截至发稿，报64.99元/股，成交44.34亿元，换手率5.38%，总市值 1336.97亿元。 资料显示，江西赣锋锂业集团股份有限公司位于江西省新余市经济开发区龙腾路,香港湾仔皇后大道东 248号大新金融中心40楼，成立日期2000年3月2日，上市日期2010年8月10日，公司主营业务涉及从事各 种深加工锂产品的研究、开发、生产与销售。主营业务收入构成为：锂系列产品56.78%，锂电池系列 产品35.52%，其他7.70%。 景顺长城国证新能源车电池ETF（159757）成立日期2021年7月21日，最新规模3亿。今年以来收益 56.8%，同类排名209/4220；近一年收益59.02%，同类排名269/3857；成立以来亏损15.61%。 景顺长城国证新能源车电池ETF（159757）基金经理为张晓南。 截至发稿，张晓南累计任职时间10年53天，现任基金资产总规模326.05亿元，任职期间最佳基金回报 130.7%， 任职期间最差基金回报-40.49%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图 ...

Core Insights - The solid-state battery concept is gaining traction, with related indices reaching a two-year high, and battery-themed funds showing impressive performance, with several products nearing a 50% return this year [1][3] Group 1: Market Performance - As of September 12, lithium battery-related indices have seen significant increases: lithium electrolyte index up 56.2%, energy storage index up 51.76%, solid-state battery index up 51.69%, lithium battery index up 49.95%, and power battery index up 49.82%, all reaching two-year highs [3] - Major battery-themed ETFs, including those from Huatai-PineBridge, Fuguo, and others, have reported unit net value growth rates close to 50% this year, with some exceeding 44% [3] Group 2: Factors Driving Growth - Three main factors are driving the strong performance of the lithium battery sector: unexpected growth in energy storage demand, accelerated industrialization of solid-state batteries, and overall improvement in industry profitability due to strong downstream demand [3][4] - The demand for energy storage is being driven by clearer domestic business models and increasing demand in Europe and emerging markets [4] Group 3: Long-term Investment Value - The lithium battery sector is seen as having long-term investment value due to improved fundamentals, new technology catalysts, and relatively reasonable valuations [6][7] - The industry is experiencing a "reshuffling," with leading companies gaining clearer positions, and the global demand for lithium batteries is expected to grow significantly, particularly in commercial vehicles and energy storage [4][7]