As of 14:02 on March 21, 2025, the CSI Battery Theme Index (931719) fell by 2.48%. In terms of constituent stocks, it was mixed, led by Truide (300001) up 3.12%, Jinlang Technology (300763) up 1.92%, and Hoymiles (688032) up 1.86%; Fulin Seiko (300432) led the decline, while Yinlun (002126) and Crestec (002518) followed suit. The intraday turnover of battery ETF (561910) has reached 44.1933 million yuan, with a turnover rate of 6.63%.

In terms of scale, the scale of battery ETFs increased by 139 million yuan in the past 1 month, achieving significant growth. In terms of share, the share of battery ETF has increased by 10 million shares in the past 1 week, achieving significant growth. In terms of capital inflow, in the long run, battery ETFs have "absorbed" a total of 44.6922 million yuan in the past 14 trading days.

The data shows that leveraged funds continue to be deployed. The latest financing purchase amount of battery ETF reached 1.9299 million yuan, and the latest financing balance reached 11.4699 million yuan.

The agency pointed out that with the rapid development of new energy vehicles, solid-state batteries have gradually replaced the existing lithium batteries. The rapid development of the low-altitude economy, and new products such as eVTOL have increased requirements for the energy density of lithium batteries, opening up new demand space for solid-state batteries. According to the agency's forecast, global solid-state battery shipments will increase to 614.1GWh by 2030, and China's solid-state battery market space will increase to 20 billion yuan by 2030.

Battery ETF (561910), OTC Connect (China Merchants CSI Battery Theme ETF Connect A: 016019; China Merchants CSI Battery Theme ETF Connect C: 016020).