★ Top 10 popular themes

1 Semiconductors

2 Quantum computing

3 Space development

4 Battery storage

5 Artificial intelligence

6 Data centers

7 Physical AI

8 Semiconductor manufacturing equipment

9 Ceramic capacitors

10 Electronic components

"Battery storage" ranked fourth in the "Popular Theme Rankings" compiled by Minkabu and Kabutan.

The Ministry of Economy, Trade and Industry announced on June 2 that it has revised its "Battery Industry Strategy" into a new "Battery and Power Industry Strategy." This update addresses the growing need for comprehensive battery storage solutions in expanding AI data centers, as well as advanced electrical control requirements in the medical and disaster-prevention sectors. The policy targets a domestic production capacity of 150 gigawatt-hours annually by the mid-2030s and aims to triple global sales of battery-related products by Japanese firms between 2025 and 2035.

With the policy change anticipated by prior reports, investor interest shifted to battery storage-related shares. Momentum has been supported by PowerX <485A>, a leading venture that went public last December, whose post-IPO rally heightened focus on the sector. The theme remains a key market focus, consistently ranking high on popular lists.

Related stocks include PowerX, alongside major peers such as Hitachi, Ltd. <6501>, Panasonic Holdings Corporation <6752>, and GS Yuasa Corporation <6674>. Other notable players include MUSASHI SEIMITSU INDUSTRY CO.,LTD. <7220>, which manufactures "Hybrid Super Capacitor" energy storage devices, as well as FDK CORPORATION <6955>, SEIKO ELECTRIC CO.,LTD. <6653>, and NF HOLDINGS CORPORATION <6864>.

Source: MINKABU PRESS

*Translated by generative AI. Click here for the original article.