今日盤中(zhong)(zhong)市場情緒回暖，三大指數震蕩翻紅，電池(chi)板塊領漲(zhang)，截至發稿，鋰(li)電池(chi)ETF（561160）盤中(zhong)(zhong)漲(zhang)幅(fu)達(da)6.44%，智能(neng)(neng)汽車(che) ETF（515250）盤中(zhong)(zhong)漲(zhang)幅(fu)達(da) 2.23%。其中(zhong)(zhong)鋰(li)電池(chi)ETF成(cheng)分(fen)股中(zhong)(zhong)湖南(nan)裕能(neng)(neng)一度(du)20cm封板，寧(ning)德時(shi)代漲(zhang)超(chao)14%，天賜材料、尚(shang)太科技等個(ge)股均漲(zhang)停。

鋰(li)電(dian)池領(ling)域(yu)利(li)好催化(hua)不斷。在 2025 中國汽(qi)(qi)(qi)車(che)產業發展（泰達）國際(ji)論(lun)壇上，工信部明確推(tui)進(jin)汽(qi)(qi)(qi)車(che)產業發展：評估新能(neng)(neng)源(yuan)汽(qi)(qi)(qi)車(che)產業規劃、編制智能(neng)(neng)網聯(lian)新能(neng)(neng)源(yuan)汽(qi)(qi)(qi)車(che)規劃，還實施穩增長方案，優化(hua)新能(neng)(neng)源(yuan)汽(qi)(qi)(qi)車(che)購置稅等優惠(hui)，推(tui)進(jin)下鄉、公共領(ling)域(yu)電(dian)動(dong)化(hua)及(ji)縣域(yu)充換電(dian)補短(duan)板試點(dian)，持續拉動(dong)新能(neng)(neng)源(yuan)汽(qi)(qi)(qi)車(che)需求(qiu)。另據 GGII，受(shou)益儲能(neng)(neng)行業升溫與磷酸(suan)鐵(tie)鋰(li)動(dong)力電(dian)池需求(qiu)增長，預計 2025 年(nian)底中國磷酸(suan)鐵(tie)鋰(li)電(dian)池出貨(huo)量超 1.3TWh，帶動(dong)上游磷酸(suan)鹽正極材料出貨(huo)超 350 萬噸，同比雙增超 45%。

鋰電(dian)(dian)(dian)池(chi)ETF（561160）緊密跟蹤中證電(dian)(dian)(dian)池(chi)主(zhu)題指數(shu)(shu)（931719），指數(shu)(shu)精選滬深兩(liang)市(shi)50只成分股，涉及動力電(dian)(dian)(dian)池(chi)、儲能電(dian)(dian)(dian)池(chi)、消費電(dian)(dian)(dian)子(zi)電(dian)(dian)(dian)池(chi)以及相 關產(chan)業鏈上下游的上市(shi)公司證券(quan)作為指數(shu)(shu)樣(yang)本，場外的投資者可通過鋰電(dian)(dian)(dian)池(chi)ETF聯接(jie)基金（A類017222，C類017223）關注(zhu)機會。