
The solid-state battery industry has entered a critical verification period, and the battery ETF ChinaAMC (512460) is expected to continue benefiting

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The solid-state battery industry has entered a critical verification period, with pilot testing and vehicle installation tests for all-solid-state batteries expected to start in 2026. The battery ETF ChinaAMC (512460) fell by 0.52%, with the latest quote at 0.96 yuan. The CSI Battery Thematic Index (931719) slightly decreased by 0.03%, with component stocks showing divergent performance; Zhenyu TECH had the largest increase, while Sungrow Power Supply had the largest decrease. Policy support for the development of solid-state batteries is accelerating the layout of leading enterprises, laying the foundation for small-scale mass production in 2027

