Group 1 - The core viewpoint of the articles highlights the positive performance of the battery ETF and the underlying index, driven by the growth in the new energy vehicle battery industry [1][2][3] - As of July 7, 2025, the battery ETF has seen a net value increase of 34.13% over the past year, with significant monthly returns and a record high of 52.10 billion shares [1] - The top ten weighted stocks in the National Index for New Energy Vehicle Batteries account for 65.51% of the index, indicating a concentrated investment in leading companies like CATL and BYD [2] Group 2 - The battery ETF has experienced a notable inflow of funds, with a total of 4.00 billion yuan over the last five trading days, reflecting strong investor interest [1] - The trend of "anti-involution" is identified as a key driver for market growth, leading to improved economic supply-demand relationships and enhanced corporate profitability [2] - The solid-state battery technology is expected to see significant advancements, with mass production anticipated by 2028-2029, indicating a potential shift in the battery technology landscape [3]

电池ETF(159755)：紧密跟踪国证新能源车电池指数，国证新能源车电池指数反映沪深北交易所中新能 源车电池产业上市公司的市场表现。场外联接(A：013179；C：013180)。 政策面上，此前工信部发布《2025年汽车标准化工作要点》，在前瞻布局前沿领域标准研究中提到，推 动制定及发布车用人工智能、固态电池、电动汽车换电等标准子体系，加快全固态电池、动力电池在役 检测、动力电池标识标签等标准研制。 消息面上，国轩高科已推出G垣准固态电池，并在eVTOL、新能源汽车及人形机器人等领域取得实质性 进展。目前该电池已完成多家客户测试并实现样车超1万公里运行，产能达12 GWh。 招商证券最新研报观点认为，随着2025年中国工业机器人产量同比大幅增长，以及智能终端、智能制造 装备等新一代技术的发展，固态电池的市场需求显著提升，为其技术研发和产业化提供了广阔空间。 截至2025年5月21日 13:12，国证新能源车电池指数(980032)强势上涨2.55%，成分股国轩高科 (002074)10cm涨停，宁德时代(300750)上涨5.87%，当升科技(300073)上涨5.72%，贝特瑞(835185)，先 导智 ...