--- title: "The E Fund CSI New Energy ETF once surged nearly 2%, as the logic of energy security upgrades under geopolitical turmoil, and related industries in new energy are expected to benefit" type: "News" locale: "en" url: "https://longbridge.com/en/news/280091774.md" description: "As of March 23, 2026, the CSI New Energy Index rose by 0.47%, and the E Fund CSI New Energy ETF once increased by nearly 2%. This ETF saw a share increase of 32 million in the past week, with a net inflow of 35.8415 million yuan. CITIC Securities' research report pointed out that the rise in global energy prices may affect high-valuation and high-energy-consuming industries, while the new energy sector will benefit from the upgrade of energy security logic. Changjiang Securities mentioned that the year-on-year growth rate of electricity consumption in high-tech manufacturing reached 10.6%, reflecting an acceleration in new energy demand. The E Fund CSI New Energy ETF closely tracks the CSI New Energy Index, reflecting the overall performance of the new energy industry" datetime: "2026-03-23T03:14:16.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280091774.md) - [en](https://longbridge.com/en/news/280091774.md) - [zh-HK](https://longbridge.com/zh-HK/news/280091774.md) --- # The E Fund CSI New Energy ETF once surged nearly 2%, as the logic of energy security upgrades under geopolitical turmoil, and related industries in new energy are expected to benefit As of March 23, 2026, 10:47, the CSI New Energy Index (399808) rose by 0.47%, and the New Energy ETF E Fund (516090) once increased by nearly 2%, currently rising by 0.33%, with a turnover of 5.01% and a transaction volume of 52.2387 million yuan. As of March 20, the New Energy ETF E Fund (516090) saw a significant increase of 32 million shares in the past week. In the last 5 trading days, the New Energy ETF E Fund (516090) had net inflows of funds on 4 days, totaling 35.8415 million yuan. CITIC Construction Investment Research Report believes that under the backdrop of a significant rise in global energy prices and suppressed consumption, the directions that may be significantly harmed include: high valuation sectors, high energy consumption (oil consumption) industries, and industries with demand suppression and rising costs. It is optimistic about three directions, one of which benefits from the closure of the Strait of Hormuz and long-term high oil prices, such as: coal chemical, new energy, energy storage, nuclear power, and power grid. From January to February, the total electricity consumption of society increased by 6.1% year-on-year, with high growth in electricity consumption in high-tech manufacturing and emerging service industries highlighting the demand for new energy support. Changjiang Securities pointed out that from January to February, the year-on-year growth rate of electricity consumption in high-tech and equipment manufacturing reached 10.6%, while the electricity consumption in charging and swapping services and internet data services surged by 55.1% and 46.2%, respectively, reflecting the accelerated implementation of AI computing power construction, new energy vehicle penetration, and green electricity consumption scenarios; during the same period, the year-on-year growth of electricity generation in large-scale industrial enterprises increased by 4.1%, with thermal power output increasing, while the growth rates of wind power, photovoltaic, and nuclear power slowed marginally, highlighting the rigid increase in system regulation and energy storage support. The New Energy ETF E Fund (516090) closely tracks the CSI New Energy Index, which selects listed company securities involved in renewable energy production, new energy applications, new energy storage, and new energy interaction devices as index samples to reflect the overall performance of listed company securities related to the new energy industry. The Science and Technology Innovation New Energy ETF E Fund (589960) tracks the Science and Technology Innovation New Energy Index, one of the most flexible new energy-related indices, with a photovoltaic weight of nearly 50% and a battery industry chain-related weight of about 40%, closely aligned with the current core directions of space photovoltaic + lithium battery high prosperity, making it a quality tool for current investments in the new energy industry. Related products: New Energy ETF E Fund (516090, Connect A/C: 019315/019316); Science and Technology Innovation New Energy ETF E Fund (589960) ### Related Stocks - [516090.CN](https://longbridge.com/en/quote/516090.CN.md) - [399808.CN](https://longbridge.com/en/quote/399808.CN.md) ## Related News & Research - [04:54 ETBLUETTI představilo v Paříži inteligentní solární systém pro balkony](https://longbridge.com/en/news/286386898.md) - [India approves nearly 4,900 EV chargers under PM E-Drive scheme](https://longbridge.com/en/news/286217851.md) - [VanEck, Grayscale file fresh BNB ETF amendments as race for next altcoin spot ETF accelerates](https://longbridge.com/en/news/286652991.md) - [Worried About a Market Crash? 3 Vanguard ETFs Built to Survive](https://longbridge.com/en/news/286880525.md) - [$100 Invested In iShares S&P 500 Growth ETF 20 Years Ago Would Be Worth This Much Today](https://longbridge.com/en/news/286800978.md)