--- title: "Under the catalysis of geopolitical conflicts, countries' energy policies are shifting towards \"self-sufficiency + diversified alternatives.\" The new energy ETF Harvest (159875) is expected to benefit" type: "News" locale: "en" url: "https://longbridge.com/en/news/280556679.md" description: "On March 26, 2026, the battery and new energy-related sectors performed strongly, with the CSI New Energy Index rising by 1.39%. Huaxin Securities pointed out that the escalation of the situation in Iran has impacted global energy supply, leading countries to shift their policies towards \"self-control + diversified alternatives.\" New energy power generation, energy storage, and grid equipment will benefit, and the new energy ETF Harvest (159875) is expected to become a convenient tool for investors to position themselves in leading new energy companies" datetime: "2026-03-26T02:39:11.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280556679.md) - [en](https://longbridge.com/en/news/280556679.md) - [zh-HK](https://longbridge.com/zh-HK/news/280556679.md) --- # Under the catalysis of geopolitical conflicts, countries' energy policies are shifting towards "self-sufficiency + diversified alternatives." The new energy ETF Harvest (159875) is expected to benefit On the morning of March 26, 2026, sectors such as batteries, solid-state batteries, and lithium batteries saw significant gains. As of 10:18, the CSI New Energy Index surged by 1.39%, with constituent stocks such as Putailai rising by 8.35%, Robotech increasing by 7.60%, Shangtai Technology up by 6.88%, and individual stocks like Zhongkuang Resources and Enjie shares also following suit. Huaxin Securities pointed out that the current escalation of the situation in Iran has evolved into a systematic shock to the global energy supply system, significantly strengthening the logic of energy security. Against this backdrop, countries are shifting their policies towards "self-control + diversified alternatives." In the context of A-shares, three major directions benefiting are: new energy power generation, energy storage, and grid equipment: the demand center for new energy installations is shifting upward; the strategic position of energy storage in peak shaving, backup, and emergency support continues to strengthen, with profitability expected to improve; as the underlying support for the restructuring of the energy system, grid and power equipment will directly benefit from the accelerated construction of new power systems, with ultra-high voltage, distribution network upgrades, and digital grid investments expected to enter an accelerated cycle. Data shows that as of February 27, 2026, the top ten weighted stocks in the CSI New Energy Index are CATL, Sungrow Power, TBEA, Huayou Cobalt, LONGi Green Energy, Ganfeng Lithium, Xiamen Tungsten, Yiwei Lithium Energy, China National Nuclear Power, and Goldwind Technology, with the top ten weighted stocks accounting for a total of 40.6%. The New Energy ETF Harvest (159875) closely tracks the CSI New Energy Index and serves as a convenient tool for investing in leading companies in the new energy sector ### Related Stocks - [164905.CN](https://longbridge.com/en/quote/164905.CN.md) - [159806.CN](https://longbridge.com/en/quote/159806.CN.md) - [399808.CN](https://longbridge.com/en/quote/399808.CN.md) - [161028.CN](https://longbridge.com/en/quote/161028.CN.md) - [159875.CN](https://longbridge.com/en/quote/159875.CN.md) ## Related News & Research - [3 energy stocks that are quietly becoming the trades of the year](https://longbridge.com/en/news/286790976.md) - [IRAN'S FOREIGN MINISTRY SPEAKS ABOUT CONTINUING MESSAGE EXCHANGES WITH THE U.S. REGARDING IRAN'S 14-POINT PROPOSAL.](https://longbridge.com/en/news/287099398.md) - [TRUMP ON IRAN: WE HAVE TO GET THE RIGHT ANSWER](https://longbridge.com/en/news/287107535.md) - [TRUMP ON IRAN: NO RELIEF WILL BE GIVEN UNTIL A DEAL IS REACHED.](https://longbridge.com/en/news/287107877.md) - [TRUMP SAYS MORE FIGHTING TO COME UNLESS IRAN GETS SMART](https://longbridge.com/en/news/287097488.md)