As of March 21, 2025, at 14:02, the China Securities Battery Theme Index (931719) has experienced a decline of 2.48%. Among its constituent stocks, there were mixed results: Teradyne (300001) led with a rise of 3.12%, followed by Jinlang Technology (300763) with an increase of 1.92%, and Hemaik (688032) up by 1.86%. Conversely, Fulin Precision (300432) saw a decline, accompanied by drops from Yinlun (002126) and Kedong (002518). The Battery ETF (561910) recorded a trading volume of 44.19 million yuan, with a turnover rate of 6.63%.
In terms of scale, the Battery ETF has seen a growth of 139 million yuan over the past month, indicating significant expansion. The fund’s shares increased by 10 million shares in the last week, showcasing a notable rise. Over a longer timeline, the Battery ETF has ‘absorbed’ a total of 44.69 million yuan in just 14 trading days.
Data indicates that leveraged funds continue to invest in this sector. The latest financing purchase amount for the Battery ETF reached 1.92 million yuan, with a financing balance now totaling 11.47 million yuan.
Experts highlight that the rapid growth of electric vehicles is paving the way for solid-state batteries to gradually replace current lithium-ion batteries. Additionally, the swift development of the low-altitude economy, including new products like eVTOLs, is increasing the demand for higher energy density, thus creating new opportunities for solid-state batteries. According to industry forecasts, global shipments of solid-state batteries are expected to surge to 614.1 GWh by 2030, with China’s solid-state battery market projected to expand to 20 billion yuan by the same year.
The Battery ETF (561910) is linked to the following funds: 招商中证电池主题ETF联接A: 016019 and 招商中证电池主题ETF联接C: 016020.
