数据显示，截至2025年12月31日，中证电池主题指数前十大权重股分别为宁德时代、阳光电源、三花智 控、亿纬锂能、天赐材料、先导智能、格林美、国轩高科、多氟多、欣旺达，前十大权重股合计占比 51.77%。 电池ETF嘉实(562880)紧密跟踪中证电池主题指数，是一键布局电池主题板块的便利工具。 没有股票账户的场外投资者还可以通过电池ETF联接基金（016567）一键布局电池产业链投资机会。 消息方面，据工业和信息化部日前举行的《新能源汽车废旧动力电池回收和综合利用管理暂行办法》新 闻发布会，2025年，我国新能源汽车废旧动力电池综合利用量超过40万吨，同比增长32.9%。根据行业 协会统计，2025年我国新能源汽车产销分别完成1662.6万辆和1649万辆，新能源汽车新车销量达到汽车 新车总销量的47.9%。动力电池是新能源汽车的核心部件，当电池使用过程中容量衰减至一定程度时， 将进入退役阶段，需要进行回收处理。 中信建投研报表示，节能与新能源汽车产业发展部际联席会议2026年度工作会议在京召开，提出加快突 破全固态电池、高级别自动驾驶等技术，这是固态电池技术在重要会议上被再次提及，与此同时，首个 国家级固 ...

Group 1 - The core viewpoint of the articles highlights the significant growth in the global power battery installation volume, which reached 1046 GWh in 2025, representing a year-on-year increase of 32.60% [1] - CATL leads the market with an installation volume of 400 GWh, followed by BYD and LG Energy, while Honeycomb Energy shows remarkable performance with an 85.60% year-on-year growth [1] - The Chinese government aims to establish a new power grid platform by 2030, supporting renewable energy generation to account for approximately 30% of total generation, which will provide a stable green energy foundation for the power battery industry [1] Group 2 - Tianfeng Securities predicts that the total demand for power and energy storage batteries will reach 1872 GWh in 2025 and 2336 GWh in 2026, with year-on-year growth rates of 45% and 25% respectively, particularly noting the significant growth in the energy storage market [1] - The industry is transitioning from laboratory research to the brink of industrialization, with solid-state battery technology gaining traction, and leading companies like CATL planning to commercialize this technology by 2027 [1] - As of December 31, 2025, the top ten weighted stocks in the CSI Battery Theme Index account for 51.77% of the index, with CATL, Sungrow Power, and Sanhua Intelligent Control being the top three [2]

Group 1 - The core viewpoint of the news highlights the strong performance of the battery sector, particularly the solid-state battery technology, which is expected to see significant advancements and applications by 2028 [1][2] - The China Securities Battery Theme Index has risen by 1.61%, with notable increases in stocks such as Weixin Materials (up 8.92%) and Xiamen Tungsten (up 7.99%) [1] - The EIA reports a projected increase in wholesale electricity prices in the U.S., with a 23% rise in 2025 and an additional 8.5% in 2026, indicating a growing demand for energy solutions [1] Group 2 - Tianfeng Securities forecasts that the demand for power and energy storage batteries will reach 1,872 GWh in 2025 and 2,236 GWh in 2026, representing year-on-year increases of 45% and 25% respectively [2] - The top ten weighted stocks in the China Securities Battery Theme Index account for 51.77% of the index, with leading companies including CATL and Sungrow Power [2] - The solid-state battery production line and supply chain establishment are expected to be critical in 2026, with equipment and core materials showing significant growth potential [1]

Group 1 - The China Securities Battery Theme Index decreased by 0.01% as of January 14, 2026, with leading stocks such as Fulin Precision rising by 9.84% and Shuneng Electric falling [1] - The price of battery-grade lithium carbonate reported by Shanghai Steel Union increased by 2,050 yuan/ton to 165,900 yuan/ton compared to the previous day's closing price [1] - The inter-ministerial joint meeting on the development of energy-saving and new energy vehicles emphasized enhancing the self-controllable capabilities of the supply chain and accelerating breakthroughs in solid-state batteries and advanced autonomous driving technologies [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the China Securities Battery Theme Index include CATL, Sungrow Power, and others, accounting for a total of 51.77% of the index [2] - The Battery ETF by Harvest (562880) closely tracks the China Securities Battery Theme Index, providing a convenient tool for investing in the battery theme sector [2] Group 3 - Investors without stock accounts can also access battery industry investment opportunities through the Battery ETF linked fund (016567) [3]

Core Viewpoint - The sodium-ion battery technology is gaining traction in the energy storage and electric vehicle sectors, with significant potential for market growth driven by advancements in technology and increased industrialization [1]. Group 1: Market Performance - As of January 9, 2026, the China Securities Battery Theme Index rose by 1.70%, with key stocks such as Keda Technology increasing by 6.65%, Xinzhou Bang by 6.61%, and Keda Li by 5.18% [1]. - The top ten weighted stocks in the China Securities Battery Theme Index accounted for 51.77% of the index as of December 31, 2025, including major players like CATL and Sungrow Power [2]. Group 2: Industry Developments - The China Chemical and Physical Power Industry Association has approved the release of the group standard for sodium-ion battery technology requirements, covering definitions, testing methods, and storage guidelines [1]. - Wanlian Securities highlights the cost-effectiveness and low-temperature performance of sodium-ion batteries, suggesting a rapid increase in market penetration as the electric vehicle and energy storage sectors expand [1]. Group 3: Investment Opportunities - Huatai Securities emphasizes the importance of accelerating the construction of a new energy system, focusing on the development of new energy storage and smart grid construction, indicating ongoing benefits for companies in the energy storage, wind power, and grid sectors [1]. - The battery ETF by Harvest (562880) closely tracks the China Securities Battery Theme Index, providing a convenient tool for investors to access the battery theme sector [3]. - Investors without stock accounts can also utilize the battery ETF linked fund (016567) to gain exposure to investment opportunities within the battery industry chain [4].

Group 1 - The core viewpoint of the articles highlights the significant growth in the global and Chinese energy storage battery shipment volumes, with an expected increase of over 80% by 2025 [1] - The China Passenger Car Association reported that in November, the wholesale volume of new energy vehicles reached 1.72 million units, marking a year-on-year increase of 20% and a month-on-month increase of 7% [1] - The lithium battery industry is experiencing sustained demand, with recent price increases in lithium carbonate, lithium iron phosphate, and other components, indicating a positive outlook for lithium battery demand in the coming year [1] Group 2 - As of November 28, 2025, the top ten weighted stocks in the China Battery Theme Index include major companies such as Sungrow Power Supply, CATL, and EVE Energy, collectively accounting for 55.63% of the index [2] - The Battery ETF by Harvest (562880) closely tracks the China Battery Theme Index, providing a convenient tool for investors to gain exposure to the battery sector [2] - Investors without stock accounts can also access battery industry investment opportunities through the Battery ETF linked fund (016567) [3] Group 3 - CITIC Securities anticipates further improvement in the supply-demand dynamics of the lithium battery industry by 2026, with a stabilization and potential recovery in industry chain prices [1] - The acceleration of solid-state battery commercialization is expected to create investment opportunities across battery, material, and equipment sectors [1] - The focus is on high-quality leading enterprises within the supply chain that exhibit greater technological differentiation and stronger cost control capabilities [1]

Group 1 - The China Battery Theme Index decreased by 0.92% as of December 3, 2025, with mixed performance among constituent stocks, led by Better Energy up 2.26% and Penghui Energy up 1.60% [1] - The Ministry of Industry and Information Technology held a meeting on November 28 with key industry players, emphasizing the need to implement decisions to address "involution" competition and promote high-quality development in the battery industry [1] - Huatai Securities forecasts a month-on-month increase in lithium battery production in December, with a 2.3% rise to 143.3 GWh, marking the first month-on-month increase since 2022, driven by strong demand and a significant slowdown in supply [1] Group 2 - As of November 28, 2025, the top ten weighted stocks in the China Battery Theme Index accounted for 55.63%, including major companies like Sungrow Power, CATL, and EVE Energy [2] - The Battery ETF by Harvest (562880) closely tracks the China Battery Theme Index, providing a convenient tool for investors to gain exposure to the battery sector [2] - Investors without stock accounts can also access battery industry investment opportunities through the Battery ETF linked fund (016567) [3]

Group 1 - The battery sector experienced a significant rise on November 27, 2025, with the China Securities Battery Theme Index increasing by 1.18% [1] - Key stocks such as Penghui Energy surged by 10.34%, Zhuhai Guanyu by 4.40%, and Tiannai Technology by 3.45%, indicating strong market performance [1] - Solid-state batteries are expected to enter a crucial pilot testing phase between 2026 and 2027, with companies currently in the sample delivery stage and some achieving small batch shipments [1] Group 2 - CITIC Securities believes that solid-state batteries, as the next generation of high-performance battery technology, are accelerating from laboratory development to industrialization due to policy support, market demand upgrades, and continuous technological iterations [1] - As of October 31, 2025, the top ten weighted stocks in the China Securities Battery Theme Index accounted for 56.8% of the index, including major players like Sungrow Power, CATL, and EVE Energy [1] Group 3 - The battery ETF managed by Harvest (562880) closely tracks the China Securities Battery Theme Index, providing a convenient tool for investors to gain exposure to the battery sector [2] - Investors without stock accounts can also access battery industry investment opportunities through the battery ETF linked fund (016567) [3]

Group 1 - The solid-state battery sector is experiencing a rise due to increasing upstream raw material prices, with the China Battery Theme Index up by 0.24% as of November 20, 2025 [1] - Key component stocks such as Tianhua New Energy, Enjie, and Xingyuan Materials have seen significant increases, with Tianhua New Energy rising by 9.75% [1] - Lithium battery sector profits have shown a recovery with a year-on-year net profit growth of 28.38% in the first three quarters of 2025, outperforming the CSI 300 index [1] Group 2 - The demand for energy storage batteries has surged, with a year-on-year shipment growth of 62.62% in the first three quarters of 2025, and an expected annual growth rate exceeding 75% [1] - The top ten weighted stocks in the China Battery Theme Index account for 56.8% of the index, including major players like Sungrow Power, CATL, and EVE Energy [1] - The battery ETF by Harvest (562880) closely tracks the China Battery Theme Index, providing a convenient investment tool for the battery sector [2]

Group 1 - The China Securities Battery Theme Index decreased by 0.60% as of May 26, 2025, with mixed performance among constituent stocks, where Nanjing Grid Energy led with a 2.06% increase, while CATL experienced the largest decline [1] - The Battery ETF fund (562880) saw a trading volume of 1.2769 million yuan during the session, with an average daily trading volume of 8.2128 million yuan over the past year [3] - The Battery ETF fund's scale increased by 19.5902 million yuan in the past six months, ranking it among the top two in terms of new scale among comparable funds [3] Group 2 - The latest net asset value (NAV) of the Battery ETF fund is at a historical low, with a price-to-book (PB) ratio of 2.94, which is lower than 80.21% of the time over the past five years, indicating significant valuation attractiveness [3] - The China Automotive Engineering Society has released a group standard for "All-Solid-State Battery Determination Methods," clarifying the definition of all-solid-state batteries and addressing previous ambiguities in the industry [3] - Solid-state batteries are recognized as a promising next-generation battery technology, with the entire industry chain showing interest, although the maturity of manufacturing equipment remains a key challenge for industrialization [3] Group 3 - As of April 30, 2025, the top ten weighted stocks in the China Securities Battery Theme Index accounted for 49.74% of the index, with CATL, Sungrow Power, and others leading the list [4] - Investors without stock accounts can access battery industry investment opportunities through the Battery ETF linked fund (016567) [4]