Samsung Asset Management Lists KODEX Solid-State Battery ESS TOP2 Plus ETF

The 'KODEX Solid-State Battery ESS TOP2 Plus ETF,' an exchange-traded fund that invests in next-generation growth drivers of the battery industry such as third-generation secondary batteries like solid-state batteries and energy storage systems (ESS), will be newly listed.

On June 23, Samsung Asset Management announced the new listing of the KODEX Solid-State Battery ESS TOP2 Plus ETF.

Although the secondary battery industry, mainly focused on electric vehicles, is currently experiencing a correction phase due to slowing demand and intensified competition, the application scope of batteries is rapidly expanding with the proliferation of the artificial intelligence (AI) industry. In particular, as power demand surges with the expansion of AI data centers, ESS, which efficiently stores and supplies electricity, is emerging as a core infrastructure of the AI era. Along with increased global investments in power grids, the ESS market is now entering a full-fledged phase of order intake and sales growth.

In addition, solid-state batteries, which are considered third-generation secondary batteries due to their high safety and energy density, are expanding their application to various high-performance sectors such as humanoid robots, aerospace, urban air mobility (UAM), and ESS.

The KODEX Solid-State Battery ESS TOP2 Plus ETF distinguishes itself by moving beyond the traditional electric vehicle battery-focused investment, combining the growth potential of ESS and solid-state batteries—where tangible performance growth is becoming evident—into a single portfolio.

This ETF aims to primarily invest, with a 50% allocation, in Samsung SDI and LG Energy Solution, which are leading domestic K-battery companies. These firms are recognized as representative stocks that not only possess competitive ESS battery businesses but also lead the development of solid-state batteries, reflecting both the earnings momentum from ESS growth and expectations for the commercialization of solid-state batteries.

In addition to the TOP2 stocks, this ETF also invests in companies that possess competitiveness across the entire value chain of solid-state batteries and ESS. In the solid-state battery sector, it includes key material companies such as solid electrolytes, silicon anode materials, and next-generation cathode materials. In the ESS sector, it diversifies investments into related value chain companies such as power conversion devices, large-scale electrical equipment, system packaging, and battery manufacturing equipment. Major holdings include ISU Specialty Chemicals, Daejoo Electronic Materials, Lotte Energy Materials, L&F, LS ELECTRIC, Hyosung Heavy Industries, Seojin System, and CIS.

Hyunjin Shin, manager at Samsung Asset Management, stated, "This ETF is designed to focus on the next growth cycle of the battery industry by investing in solid-state battery material companies and key ESS value chain companies," and added, "It will serve as an effective investment vehicle for investors who wish to capitalize on the structural growth of the battery industry, which is expanding beyond electric vehicles to AI infrastructure, robotics, and future mobility."

This content was produced with the assistance of AI translation services.