国信证券指出，固态电池产业化加速推进：政策端，车用固态电池首部国标或于4月审查报批、7月正式 发布。设备端，灵鸽科技中标百吨级硫化物固态电解质产线。电池端，当升科技与辉能科技就固态电池 与新能源产业达成合作，国轩高科携手巴斯夫共同开发固态电池技术。锂盐价格回落，电芯报价上行。 碳中和50ETF国泰（159861）跟踪的是环保50指数（930614），该指数从A股市场中选取在清洁能源、 节能减排、环境治理等领域表现突出的环保产业相关上市公司证券作为指数样本，以反映中国环保行业 整体发展状况与趋势。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint of the article highlights the synchronized demand for domestic power equipment, with both internal and external markets showing positive trends [1] - Domestic demand for power equipment during the "14th Five-Year Plan" is experiencing a resonance in market conditions, with strong demand for transformers and switchgear [1] - The pace of ultra-high voltage (UHV) project advancement is slightly below expectations, while flexible direct current (DC) applications are reaching a turning point [1] Group 2 - The price of electric meters continues to decline, but the implementation of new standards in 2025 is expected to drive a price recovery [1] - The external market is projected to see a significant slowdown in demand growth for power generation by 2025, while demand on the consumption side remains relatively weak [1] - With the increase in AI server power, the AIDC power supply and distribution method is expected to evolve along the UPS-HVDC-SST path, with the global AIDC power equipment market projected to exceed 410 billion yuan by 2030 [1] Group 3 - The State Grid's fixed asset investment for the "15th Five-Year Plan" is expected to reach 4 trillion yuan, representing a 40% increase compared to the "14th Five-Year Plan," indicating a continuous record high in grid investment [1] - The Carbon Neutrality 50 ETF (159861) tracks the Environmental Protection 50 Index (930614), which selects 50 companies from the Chinese A-share market that excel in environmental protection, clean energy, and energy-saving technologies [1] - The index covers various sub-industries, including water treatment, air pollution control, solid waste management, and renewable energy, reflecting a focus on environmentally friendly enterprises [1]

（文章来源：每日经济新闻） 碳中和50ETF国泰（159861）跟踪的是环保50指数（930614），该指数从中国A股市场中选取与环境保 护相关的领先企业，涵盖清洁能源、污染防治、资源循环利用等行业，以反映绿色经济领域内具有代表 性的公司表现。指数样本强调环境友好型技术和可持续发展策略的应用，通常具备良好的成长性和较高 的社会责任感。 国泰海通证券指出，数据中心光储配套与太空光伏有望成为新一轮设备扩产的重要催化因素。算力需求 提升推动数据中心对稳定、低成本、可复制的光伏+储能方案需求加速增长，地面光伏装机逻辑从电力 驱动逐渐转向算力驱动。同时，低轨卫星与太空算力发展带动太空光伏进入产业化验证阶段，对高效 率、轻薄柔性等提出更高要求，打开高端制造及定制化设备增量空间。随着SpaceX申请部署百万颗卫 星以构建轨道AI数据中心网络，光伏作为太空场景的重要能源供给方式，有望在轨道数据中心建设过 程中获得更多应用机会，相关光伏设备厂商将持续受益。 ...