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宁王“暴利”称霸,固态再出大突破,电池ETF(561910)一举站上40亿大关
Sou Hu Cai Jing· 2025-09-16 02:15
Group 1 - The battery sector remains active, with the battery ETF (561910) experiencing a net inflow of over 2.77 billion since September 15, reaching a new historical high of approximately 4.1 billion [1] - Two significant events have shaken the global lithium battery and automotive industries, highlighting fundamental changes in value distribution and accelerated technological iteration [3] - Contemporary investment value is centered around two main themes: focusing on leading battery manufacturers like CATL, which have established absolute advantages, and closely monitoring advancements in solid-state batteries and related technologies [4] Group 2 - CATL's net profit for the first half of 2025 reached 30.485 billion, surpassing the combined profits of 19 domestic listed automakers, showcasing its strong control over the industry's profit core [3] - The automotive industry faces challenges, with many manufacturers struggling with losses due to intense price wars, high R&D costs, and raw material pressures, indicating a trend of "working for battery manufacturers" [3] - Mercedes-Benz's announcement of a test vehicle equipped with Factorial Energy's solid-state battery achieving a remarkable range of 1342 kilometers signifies a potential shift in the industry landscape towards solid-state technology [3]
20cm!利好频频袭来
Ge Long Hui· 2025-09-03 09:52
A股市场在连续冲高后休整,多只热门高位股回落,拖累三大股指集体回撤。 截至收盘,沪指跌1.16%;深证成指跌0.65%;创业板指涨0.95%。沪深两市成交额23641亿,较昨日大幅缩量5109亿。 市场缩量调整,前期低位板块切换上涨,行业仅光伏、储能、固态电池板块表现强势,阳光电源涨超15%,宁德时代、亿纬锂能、国轩高科纷纷上涨。固 态含量超四成的电池ETF(561910)今日大涨4.01%,居同标的第一。 新的主线,在哪? 01 利好频频袭来 9月3日,A股固态电池概念股集体拉升,海博思创、泰科科技20cm,亿纬锂能一度大涨超14%;鹿山新材、道氏技术涨近10%,国轩高科也涨近5%。 | 序号 | 代码 | 名称 | | 涨跌幅 √ | 总市值 | | --- | --- | --- | --- | --- | --- | | 1 | 688411 | 海博罗创 | | 20.00% | 266.68亿 | | 2 | 300801 | 泰和科技 | | 19.99% | 65.94亿 | | 3 | 300014 | 亿纬锂能 | | 12.08% | 1309.47亿 | | র্ণ | 603051 ...
反内卷+技术迭代!电池ETF(561910)涨超7%,成交录新高!杭可科技、先导智能20CM封板
Ge Long Hui· 2025-08-29 04:41
Core Viewpoint - Solid-state batteries are experiencing a significant surge in the market, with battery ETFs rising over 6% and reaching a new high in trading volume [1] Industry Summary - The current valuation of the CS battery sector stands at 27 times, which is below 70% of its historical range, indicating a contraction of nearly 80% from the peak in 2022 [1] - Financial institutions believe that solid-state battery technology will continue to make breakthroughs, with several automotive companies planning to adopt all-solid-state batteries around 2027, accelerating the industry's commercialization process [1] - The rollout of pilot production lines and the restart of lithium battery expansion cycles are expected to benefit equipment manufacturers in the sector [1]
炸裂!宁王净利同比增超3成!电池ETF(561910)迎3日加速净流入
Sou Hu Cai Jing· 2025-07-31 01:21
Group 1 - The solid-state battery sector is experiencing significant inflows, with the battery ETF (561910) seeing net inflows for three consecutive days as of July 30, and a nearly 40% increase in shares year-to-date [1] - Contemporary Amperex Technology Co., Ltd. (CATL) reported a revenue of 178.886 billion yuan for the first half of 2025, representing a year-on-year growth of 7.27%. The net profit attributable to shareholders was 30.485 billion yuan, up 33.33% year-on-year [1] - CATL's gross and net profit margins continue to recover, driven by the decline in lithium carbonate prices and long-term pricing agreements for overseas resources, along with product confirmation and market structure optimization [1] Group 2 - CATL's production capacity utilization rate was 90% in the first half of the year, indicating a positive trend for the second half based on inventory levels [1] - Regarding solid-state batteries, CATL is optimistic, stating that current challenges are engineering-related rather than scientific, with small capacity samples being developed. The goal is to achieve commercial production, with small-scale production targeted for 2027 and full commercialization expected by 2030, contingent on supply chain maturity [1]
最强反内卷!电池这波上涨不简单
Sou Hu Cai Jing· 2025-07-09 03:19
Core Viewpoint - The battery sector is experiencing a strong rebound, particularly highlighted by the performance of the solid-state battery ETF (561910), which has seen significant gains and reached new highs [1][3]. Group 1: Industry Dynamics - The recent surge in the battery ETF is indicative of a reshaping industry landscape, driven by continuous policy support aimed at reducing competition and improving the survival state of the industry [3]. - The "anti-involution" policy is not merely a slogan; it is actively changing the competitive dynamics within the solar, electric vehicle, and lithium battery storage sectors, which are key areas of China's manufacturing advantage [3]. - As the "anti-involution" policy is implemented, the battery industry, which has been troubled by overcapacity, is expected to solidify its cyclical bottom, leading to improved profitability and resilience among leading companies [3][4]. Group 2: Valuation Insights - The current PE-TTM of the CS Battery Index, tracked by the battery ETF (561910), stands at 25.40 times, which is at a historical low, being cheaper than 84% of the time over the past decade [4]. - With the guidance of the "anti-involution" policy optimizing capacity, there is significant potential for profit recovery in the industry once supply-side pressures ease [4]. Group 3: Solid-State Battery Developments - Solid-state batteries are emerging as a crucial development direction in the battery industry, with major companies like BYD, CATL, Guoxuan, and GAC actively making advancements [7]. - The increasing maturity of solid-state battery technology is expected to create more profit opportunities for related companies, particularly in emerging sectors like low-altitude economy and robotics [7]. - The battery ETF (561910) encompasses a comprehensive range of companies across the battery industry chain, with solid-state battery concept stocks making up nearly 40% of its components, indicating a significant focus on this technology [7].