--- title: "The battery sector has strengthened, with the battery ETF tracked by CCB rising over 2%. A simultaneous increase in both volume and price in the lithium battery industry chain is expected" type: "News" locale: "en" url: "https://longbridge.com/en/news/280573995.md" description: "The battery sector performed strongly, with the battery ETF tracked by China Construction Bank rising over 2% in the National Index for New Energy Vehicle Batteries. The lithium battery supply chain has seen both volume and price increases due to tightening lithium supply, with lithium carbonate prices steadily recovering and expected to continue rising over the next two years. Dongxing Securities predicts a 30% increase in global lithium battery demand by 2026, while CITIC Construction Investment Securities is optimistic about the industrialization progress in the solid-state battery field, believing that the next 10-15 years will be a strong demand cycle for lithium carbonate. Overall, the allocation value of the battery sector is worth paying attention to" datetime: "2026-03-26T06:04:16.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280573995.md) - [en](https://longbridge.com/en/news/280573995.md) - [zh-HK](https://longbridge.com/zh-HK/news/280573995.md) --- # The battery sector has strengthened, with the battery ETF tracked by CCB rising over 2%. A simultaneous increase in both volume and price in the lithium battery industry chain is expected As of March 26, 2026, 13:54, the Guozheng New Energy Vehicle Battery Index (980032) once rose over 2%, currently up 0.31%. Sample stocks such as Putailai rose 5.66%, Enjie Co., Ltd. rose 4.15%, Dofluorid rose 4.14%, Tianci Materials rose 3.33%, and Keda Li rose 3.09%. On March 23, news emerged that Zimbabwe's ban on lithium concentrate exports has escalated again, intensifying global lithium supply disruptions. The country originally planned to fully ban lithium concentrate exports by 2027 but suddenly announced an indefinite suspension of all raw ore and lithium concentrate exports on February 25, covering goods in transit, and has yet to issue detailed regulations or show signs of lifting the ban, with the duration significantly exceeding market expectations. Due to the tightening supply, lithium carbonate prices have shown signs of stabilizing and rebounding. As of March 25, the main contract for lithium carbonate on the Guangqi Exchange has risen for three consecutive days, strongly breaking through the 160,000 yuan/ton mark. In today's morning session, the main contract for lithium carbonate on the Guangqi Exchange strengthened again, with an intraday increase of over 2%, firmly standing above the 160,000 yuan/ton mark. Domestic lithium salt inventories are at a three-year low, coupled with gradually warming downstream demand from power batteries and energy storage, further solidifying the pattern of rising lithium prices, driving the upstream sectors of lithium mines and lithium batteries to collectively strengthen. Dongxing Securities stated that global lithium battery demand is expected to grow by 30% in 2026 and maintain a growth of 21% in 2027; combined with the five-year cyclical trend of lithium carbonate prices, the supply-demand pattern will support price increases for lithium carbonate in the next two years. Additionally, industry insiders indicated that the next 10 to 15 years will be a super boom period for lithium carbonate demand. CITIC Construction Investment Securities believes that in terms of lithium battery equipment, car manufacturers have clarified guidelines for all-solid-state battery installations, awaiting equipment tender catalysts. The industrialization progress in the solid-state battery field is significant, with major companies announcing the successful rollout of all-solid-state batteries and subsequent installation guidelines, attracting considerable attention. The current sector is overall in the "strike zone," with leading battery manufacturers having initiated tenders for GWh-level all-solid-state battery production equipment, planning to achieve small-scale demonstration installations by 2027 and large-scale mass production targets by 2030. The time window for order fulfillment and performance release for equipment companies is opening, and a simultaneous rise in both volume and price in the industrial chain is expected, continuing to look favorably on the allocation value of the solid-state battery sector. The Battery ETF Jianxin (159775) closely tracks the Guozheng New Energy Vehicle Battery Index, which reflects the market performance of listed companies in the new energy vehicle battery industry on the Shanghai and Shenzhen stock exchanges ### Related Stocks - [561910.CN](https://longbridge.com/en/quote/561910.CN.md) - [159155.CN](https://longbridge.com/en/quote/159155.CN.md) - [159796.CN](https://longbridge.com/en/quote/159796.CN.md) - [399808.CN](https://longbridge.com/en/quote/399808.CN.md) ## Related News & Research - [KPI Green Energy gains 5% after securing 120 MW BESS order from GUVNL](https://longbridge.com/en/news/286871942.md) - [Svolt plans to mass-produce hybrid solid-liquid batteries by September at liquid battery costs](https://longbridge.com/en/news/286867591.md) - [SVOLT to start semi-solid-state battery production in September](https://longbridge.com/en/news/287041855.md) - [Grenergy signs CATL deal for 1.5 GWh battery supply for Spain projects](https://longbridge.com/en/news/287182055.md) - [Battery storage firms eye AI demand but face grid, supply hurdles](https://longbridge.com/en/news/286790784.md)