Solid-state battery patents lead globally, ultra-cold fast charging technology breaks through again, Battery ETF Zhaoshang (561910) gathers momentum

As of 13:50 on March 23, the three major A-share stock indices all declined. The Shanghai Composite Index fell by 3.25%, the Shenzhen Component Index dropped by 3.31%, and the ChiNext Index decreased by 3.12%. The market showed a broad decline, with increased trading volume but significant net capital outflows. The battery concept sector was active, with the CS Battery Index down 1.48%. In individual stocks, Tianhua New Energy rose over 6%, Fulin Precision over 5%, Taineng Co., Ltd. over 3%, and Tianci Materials and Xinwanda both increased by over 2%.

Regarding popular ETFs, the Battery ETF China Merchants (561910) fell 1.40%, with a turnover rate of 3.94%, and a trading volume of 168 million yuan during the session. According to Tonghuashun data, this fund has increased by 63.81% over the past year.

In news, on March 23, G-Cell batteries produced by Anhui Goxuan High-Tech, in collaboration with Changan Qiyuan A06, completed extreme winter calibration tests at -40°C in Yakeshi, Inner Mongolia. After 24 hours of outdoor freezing storage, charging from 20% to 80% took only 14 minutes and 15 seconds. A 6-minute charge could add 200 kilometers of range, and at room temperature, it can achieve a 9-minute charge for 300 kilometers of range. The battery has achieved multiple technological breakthroughs in materials, structure, and thermal management. According to data from the Chinese Academy of Sciences, China’s all-solid-state battery industry is developing positively. As of 2025, newly published patents for all-solid-state batteries account for 44% of the global total, leading the world. Industry estimates suggest that by 2030, global shipments of solid-state batteries could exceed 700 GWh, with shipments of over 200 GWh expected.

Academicians of the Chinese Academy of Sciences pointed out that while China has led in patents for all-solid-state batteries, there are still many scientific and technical challenges to overcome, such as electrolyte stability and thermal stability of the cells. In the next 3 to 5 years, it is likely that all-solid-state batteries with an energy density of 300-350 Wh/kg will become widespread. Moreover, solid-state batteries are not a replacement for lithium iron phosphate batteries; the latter will continue to be used and optimized long-term. Zhang Tianren, Vice Chairman of the China Battery Industry Association, stated that the adoption of solid-state batteries will proceed in phases. Semi-solid-state battery technology is relatively mature and is expected to become common in households starting around 2026. Fully solid-state batteries will take another 3 to 5 years to achieve widespread civilian use.

The Battery ETF China Merchants (561910) tracks the CS Battery Index, which selects 50 listed companies involved in power batteries, energy storage batteries, consumer electronics batteries, and related upstream and downstream industries from the Shanghai and Shenzhen markets, reflecting the overall performance of battery-themed listed companies.

The associated funds for the Battery ETF China Merchants (561910) are Class A: 016019; Class C: 016020.

Risk warning: Funds are subject to risks; investment should be cautious.