GF Securities: Optimistic Outlook for Emerging Technologies Including Solid-State Batteries
2 week ago / Read about 0 minute
Author:小编   

According to GF Securities' report, sales of new energy vehicles (NEVs) continued to surpass expectations in April 2025, showcasing robust performance particularly in China and Europe. In the energy storage sector, domestic growth has decelerated on a year-over-year basis, whereas the US market sustains a relatively high growth rate. Overall, the lithium battery sector in 2025 benefited from a confluence of factors: an upswing in market sentiment and technology-driven growth. From an industry structure standpoint, focusing on leading enterprises within niche segments remains the optimal allocation strategy. Looking ahead from a growth perspective, novel technologies like solid-state batteries are garnering significant attention, and investors are advised to keep a close eye on related targets.