From October 20 to 22 by the Huangpu River in Shanghai, the 2026 Sustainable Global Leaders Conference returns. Nobel and Turing Award winners will take the stage to discuss the future and trends of technology, and there will also be a live dialogue between the internet-famous professors who "rescue" people from anxiety and involution—Macfarlane and Xiang Biao!
Seats are limited, so act fast. Let us go together to the appointment of sustainability! [Click to register] As the industrialization of solid-state batteries accelerates, the battery sector has once again become a focus of market attention. Therefore, the Huadian ChiNext Battery ETF (158079), currently in fundraising, is worth watching. The Huadian ChiNext Battery ETF (158079) tracks the ChiNext Battery Index and is among the first batch of ETF products in the entire market to track this index. Among mainstream battery-themed indices, this index has the highest exposure to solid-state battery-related companies, providing investors with a precise tool to capture the upgrade dividends of next-generation battery technology. 83%, a sharp tool for solid-state battery positioning. The recent warming of the market stems from the "15th Five-Year Plan" for the development of the new battery industry jointly issued by the Ministry of Industry and Information Technology and six other departments on September 14, 2026. The plan clearly identifies all-solid-state batteries as a core technology breakthrough direction and proposes the goal of "initially achieving large-scale application of all-solid-state batteries by 2030." From the mainstream industry perspective, solid-state batteries are widely recognized as the "next-generation battery technology." Compared with the currently most common liquid lithium batteries, solid-state batteries use solid electrolytes to replace liquid electrolytes, effectively improving battery safety performance and creating conditions for further increasing energy density. According to calculations in a research report by Founder Securities, the compound annual growth rate of global solid-state battery shipments from 2024 to 2030 is expected to reach 121%, indicating broad growth space. In terms of technology patent reserves, China is also in the global first tier. In 2025, the number of publicly disclosed solid-state battery patents in China reached 6,312, significantly higher than Japan's 3,331 and accounting for 44% of the global total, laying a solid foundation for breakthroughs in industrial localization. The proposal of this policy goal not only means that battery technology iteration will further accelerate, but also pushes solid-state batteries to become a new main line in the recent market. Since entering October, the index has continued its strong performance, once achieving four consecutive gains, and market attention has risen rapidly. Among the mainstream battery indices currently on the market, the ChiNext Battery Index has a solid-state battery content of 82.52%, ranking first among similar battery indices and making it the top choice for investors looking to position in the solid-state battery industry chain. Rapid performance growth, the industry entering a new boom cycle. The purity of the track determines the direction of the index, while the level of performance is the core support for the index's long-term performance. In terms of fundamentals, the ChiNext Battery Index also demonstrates performance growth capability that leads its peers. Behind the high growth is the battery sector, after two years of adjustment, is re-entering a new boom cycle. On the upstream side, lithium carbonate prices have stabilized and rebounded, with a year-on-year increase of 72% over the past two years, and industry inventory is at a historical low. Under the dual effects of improved supply-demand dynamics and cost support, lithium prices are expected to enter a more rational new price cycle; on the midstream side, the shipment growth rate of battery materials has rebounded, and production scheduling levels continue to rise; on the downstream side, power battery production scheduling is full, and demand-side support continues to solidify. The recovery in industry prosperity is also directly reflected in the index performance. Since the launch of this round of sector行情 in late 2024, the ChiNext Battery Index has accumulated a gain of 77.39% over the past two years, leading the CSI 300 and similar battery theme indices. Balancing upstream materials, investment certainty is higher. From the perspective of the index's constituent structure, in addition to leading in solid-state battery content, ChiNext Battery also has the characteristic of "high upstream material exposure." Unlike other battery funds that select stocks across the entire market, all constituent stocks of ChiNext Battery come from the ChiNext market, so the index includes a large number of battery upstream material companies that are unique to ChiNext and difficult for other indices to cover. Among the top ten holdings of ChiNext Battery are a group of segment material leaders such as Capchem (electrolyte), Defu Technology (copper foil), Tongguan Copper Foil, and Hunan Yuneng (cathode materials). At present, solid-state batteries are still in a stage of rapid technology iteration, and there remains some uncertainty regarding technology routes and commercialization pace. By contrast, the performance certainty of the upstream materials and equipment segments is higher. Research reports from multiple brokerages including Debon Securities also state that as the industrialization inflection point of solid-state batteries approaches, it is recommended to prioritize布局 the upstream segments with higher certainty, and this investment direction恰好 matches the holding characteristics of ChiNext Battery. (Source: Debon Securities: "Power Equipment Industry—Mass Production Inflection Point Approaching, Emerging Scenarios Such as Embodied Intelligence May Accelerate the Commercialization of Solid-State Batteries") In terms of market value distribution, the leader effect of ChiNext Battery is more prominent. The top ten weights total about 70%, and the top five weights total about 50%. By comparison, the top ten and top five weights of New Energy Battery total 60% and 41%, respectively. ChiNext Battery has highly concentrated chips, and index performance relies more on the drive of core leaders. At the valuation level, as of October 9, the PE-TTM of the ChiNext Battery Index was 18.76 times, showing an obvious valuation advantage among similar battery indices and providing investors with a relatively high margin of safety. Against the backdrop of continued policy guidance and ongoing technology iteration, the medium- and long-term growth space of the battery sector is clear. The launch of the Huadian ChiNext Battery ETF (158079) provides investors with a convenient tool to gain one-click exposure to the high-purity solid-state battery track, helping them efficiently capture the opportunities of industrial upgrading in next-generation battery technology. Fund fee explanation: Subscription fee rate (S represents shares): S<1 million shares, 0.30%; S≥1 million shares, 500 yuan per transaction. Management fee rate: 0.5% per year, custody fee rate: 0.1% per year. The risk levels of the above fund products are all R4 (medium-high risk). The fund management company does not guarantee that this fund will definitely make a profit, nor does it guarantee minimum returns. Past performance of a fund does not predict its future performance, and the performance of other funds managed by the fund manager does not constitute a guarantee of the fund's performance. Fund product returns are subject to fluctuation risk, and investment should be made cautiously. For details, please carefully read the fund contract, prospectus, and other fund legal documents. Regarding the subscription and redemption fee rates of ETF products, when investors handle subscription or redemption, the sales institution may charge a certain fee/commission at a standard not exceeding 0.5%, which includes relevant fees charged by exchanges, registration and settlement institutions, etc. A MACD golden cross signal has formed, and these stocks are rising well!
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