Group 1: Battery ETF Performance - The Battery ETF managed by Jiashi has a turnover rate of 3.57% and a transaction volume of 48.90 million yuan [3] - As of November 4, the Battery ETF Jiashi has a total scale of 1.363 billion yuan [3] - Over the past three years, the net value of the Battery ETF Jiashi has increased by 0.08% [3] - The highest monthly return since inception was 39.76%, with the longest consecutive monthly increase lasting 6 months and a maximum increase of 90.20% [3] - The average return during the months of increase is 9.20% [3] Group 2: Lithium Battery Industry Outlook - In 2024, the scale of China's lithium battery industry is expected to reach 1.2 trillion yuan [4] - The growth in lithium batteries will primarily focus on power and energy storage batteries, with respective market shares of 61.47% and 34.15% in the first half of 2025 [4] - China's global competitive advantage in lithium batteries is significant, with the global share of power batteries increasing from 38.35% in 2020 to 68.79% in the first seven months of 2025 [4] - Over 90% of global shipments of energy storage lithium batteries come from Chinese companies [4] - The demand for lithium batteries is expected to continue growing, with energy storage lithium batteries becoming the main growth driver [4] Group 3: Key Stocks in Battery Sector - The top ten weighted stocks in the CSI Battery Theme Index account for 56.8% of the index, including companies like Sungrow Power, CATL, and EVE Energy [4] - The stock performance of key companies includes: - Sungrow Power: +5.81%, weight 14.31% [6] - CATL: +3.58%, weight 8.95% [6] - EVE Energy: +8.31%, weight 6.94% [6] - Others include Sanhua Intelligent, Xian Dao Intelligent, and Tian Ci Materials with varying performance [6] - Investors without stock accounts can access the battery industry investment opportunities through the Battery ETF Jiashi connecting fund (016567) [6]

Group 1 - The core viewpoint of the news highlights the significant developments in the battery ETF market, particularly the performance and liquidity of the Jia Shi Battery ETF, which has seen a turnover of 4.34% and a total transaction volume of 74.1753 million yuan [3] - As of October 29, 2025, the Jia Shi Battery ETF has achieved a net value increase of 16.05% over the past three years, with the highest monthly return since inception reaching 39.76% and an average monthly return of 9.57% [3] - A breakthrough research achievement in solid-state batteries was reported by a team from Tsinghua University, which successfully addressed the fast-charging challenge, potentially accelerating the commercialization of solid-state batteries [3] Group 2 - As of September 30, 2025, the top ten weighted stocks in the China Securities Battery Theme Index include Yangguang Electric, CATL, and Yiwei Lithium Energy, collectively accounting for 55.79% of the index [4] - The stock performance of the top ten companies shows varied results, with Yangguang Electric increasing by 3.77% and Yiwei Lithium Energy decreasing by 0.13% [6] - Investors without stock accounts can access battery industry investment opportunities through the Jia Shi Battery ETF linked fund (016567) [6]

Core Insights - The China Securities Battery Theme Index has decreased by 1.63% as of October 14, 2025, with mixed performance among constituent stocks [1] - The Jiashi Battery ETF has seen a significant increase of 9.68% over the past month, ranking first among comparable funds [1] - The Jiashi Battery ETF has reached a new high in scale at 1.792 billion yuan and a record share of 2.196 billion [3] Market Performance - Jiashi Battery ETF recorded a turnover rate of 14.21% with a trading volume of 255 million yuan, indicating active market participation [3] - The ETF has experienced continuous net inflows over the past eight days, totaling 603 million yuan, with a single-day peak inflow of 281 million yuan [3] - The net asset value of the Jiashi Battery ETF has increased by 78.67% over the past six months, ranking 49th out of 3737 index equity funds [3] Industry Outlook - CITIC Construction Investment Research suggests a continued focus on the energy storage sector, highlighting a favorable lithium battery industry outlook due to multiple catalysts [3] - The domestic energy storage market is experiencing a turning point, driven by the expansion of renewable energy and new pricing policies [3] - The demand for lithium batteries is expected to grow significantly in 2026, with Q3 showing notable increases in production and sales [4] Key Stocks - The top ten weighted stocks in the China Securities Battery Theme Index account for 55.79% of the index, with significant players including Longi Green Energy, CATL, and Yiwei Lithium Energy [4] - Notable stock performances include Longi Green Energy up by 2.20% and CATL down by 1.30% [6]

Group 1: Battery ETF Performance - The Battery ETF managed by Jiashi has a turnover rate of 5.76% and a transaction volume of 98.82 million yuan, reaching a new high in scale at 1.742 billion yuan [3] - The latest share count for the Battery ETF is 2.119 billion shares, also a new high since its inception [3] - Over the past week, the Battery ETF has seen continuous net inflows, with a peak single-day net inflow of 281 million yuan, totaling 542 million yuan [3] - As of October 10, the net value of the Battery ETF has increased by 5.48% over the past three years, with the highest monthly return since inception being 39.76% [3] Group 2: Solid-State Battery Research and Market Outlook - A recent study published by a team from the Chinese Academy of Sciences has developed an anion regulation technology that addresses the challenge of electrolyte and lithium electrode contact in solid-state lithium batteries, providing key technical support for practical applications [3] - According to a report by CICC, solid-state batteries are steadily moving towards industrialization, with the equipment sector being in a critical window from validation to mass production [4] - CICC estimates that automakers may begin small-scale installations of solid-state batteries by 2027, with a projected market space of 2.5 billion yuan for solid-state battery equipment, expected to grow at a compound annual growth rate of 122% to reach 27.3 billion yuan by 2030 [4] Group 3: Top Weight Stocks in Battery Sector - As of September 30, 2025, the top ten weighted stocks in the China Securities Battery Theme Index include: - Sunshine Power (10.28%) - CATL (9.64%) - EVE Energy (6.02%) - Sanhua Intelligent Control (6.31%) - Leading Intelligent (2.91%) - Tianqi Materials (2.60%) - Guoxuan High-Tech (3.76%) - XWANDA (3.17%) - Greeenme (3.48%) - Kodali (2.28%) - The top ten stocks account for a total of 55.79% of the index [4][6]