Shinhan Asset Management announced on the 21st that as the humanoid robot market grows in earnest, i..
Shinhan Asset Management announced on the 21st that as the humanoid robot market grows in earnest, it should pay attention to the performance of the “SOL all-solid battery & silicon cathode material” exchange-traded fund (ETF).
SOL All-solid battery & silicon cathode material ETF recorded a weekly return of 11% as of the closing price on the 20th, far exceeding that of major secondary battery ETFs. All-solid-related companies such as ISU Specialty Chemical and Samsung SDI are leading the rise.
“As major global tech companies such as Xiaopeng actively consider installing all-solid batteries in next-generation humanoid robots, all-solid batteries are emerging as key drivers for securing robot mobility,” said Kim Jung-hyun, head of Shinhan Asset Management’s ETF business. “All-solid batteries can replace liquid electrolytes with solids to lower the risk of fire while improving the short operating time, which was the limit of existing lithium-ion batteries through improved energy density, making them a suitable alternative to designing humanoid robots that require high power and long driving time in limited spaces.”
Since the interior of the robot has limited battery mounting space, the application of all-solid batteries is evaluated as a key technical task that will determine the commercialization of humanoids in the future. Recent actions by major companies suggest that the all-solid battery market is entering the preparation phase for commercialization beyond the technology development stage.
ISU Specialty Chemicals in the materials field has secured global orders. It recently signed a contract to supply all-solid battery raw materials worth about 23 billion won with a subsidiary under CNPC, China’s largest energy company. In particular, the preparation of a mass production system through the construction of mass production facilities of lithium sulfide (Li₂S) is attracting attention as a variable that will affect cost reduction, a key task in all-solid battery commercialization.
Samsung SDI in the cell manufacturing sector has also specified a road map for mass production. Samsung SDI is focusing on process optimization and technology with the aim of commercializing all-solid batteries by 2027, the fastest among the three domestic battery companies. The market is paying attention to the progress and specific preparation status of all-solid technology that Samsung SDI will present through “Interbattery 2026,” which will be held in March.
“The battery market is currently at an inflection point where the leadership is shifting from general-purpose technology to next-generation high-end technology,” Kim said. “A strategy that focuses on top companies with technology rather than simply investing in the entire market will be an alternative in a volatile market.”
“Investors’ interest will also increase as the technical performance of related companies materializes in conjunction with the Interbattery 2026 event in March,” he added.
Meanwhile, SOL all-solid battery & silicon cathode material is a product that subdivides the value chain of secondary batteries, and it is an ETF that focuses on all-solid battery-related companies that have not been highlighted so far compared to cathode materials with advanced technology and next-generation batteries. As of the 20th, the portfolio will consist of 10 items, including ISU Special Chemical (23.9%), Samsung SDI (20.3%), Daekettle Materials (12.6%), and Lotte Energy Materials (10.6%).
