Sodium energy industry has accelerated its industrialization process! The half-day turnover of the ChiNext 50 ETF reached 7.48 billion yuan, leading the way, and institutions are unanimously optimistic about the continuation of the prosperity.

On the morning of February 6th, the market showed a bottoming and rebounding trend, with all three major indexes collectively rising at noon. The ChiNext Index rose by 0.65%. In this context, the ChiNext 50 ETF rose by 0.59%, to 1.539 yuan, with a turnover rate of 3.20% and a trading volume of 7.48 billion yuan, ranking first among similar ETFs. On the news front, 70 A-share companies in the lithium battery industry chain have released performance forecasts or interim reports, with 50 companies achieving year-on-year profit growth, accounting for over 70%. In addition, Changan Automobile and CATL jointly announced their global sodium battery strategy, unveiling the world's first mass-produced sodium battery passenger car, which is expected to be launched in the middle of the year. Compared to lithium batteries, sodium batteries have advantages in resource abundance, extraction costs, temperature adaptability, fast charging performance, and safety. First Venture Analysis pointed out that with the outbreak of new energy storage demand, sodium batteries, with their high safety, long life, and strong environmental adaptability, are expected to experience rapid sales growth in the short to medium term. In the long term, if the cost advantage of sodium batteries further expands, even below that of lithium iron phosphate batteries, the industry's prosperity is expected to continue to rise. "Sodium batteries have the economic potential in the medium and long term and the safety value of the supply chain. 2026 may become the first year of large-scale application, with broad prospects for industry development." Dongguan Securities stated in its latest research report that companies that strategically position themselves in the key links of the sodium battery industry chain are likely to benefit first from the industry's growth. It is recommended to focus on battery manufacturers and related material suppliers that are ahead in industrialization progress. Investors can choose to directly trade the ChiNext 50 ETF through regular investment or gradual position building, or allocate through linked funds.