---
title: "The decline of the battery ETF Huaxia continues to narrow, institutions: the lithium battery sector is expected to welcome a window for quantity and price resonance repair"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/280949674.md"
description: "As of March 30, 2026, the CSI Battery Theme Index fell by 0.98%, and the Battery ETF Huaxia dropped by 1.28%. The supply and demand relationship in the lithium battery industry has improved, and material profitability is recovering, with expectations for significant growth in performance in the first quarter of 2026. Retail data for new energy passenger vehicles indicates that from early March to the 22nd, retail sales reached 495,000 units, with a narrowing year-on-year decline. GF Securities pointed out that with the acceleration of local replacement subsidies, the lithium battery sector will welcome a repair window of volume, price, and profit resonance"
datetime: "2026-03-30T03:29:10.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/280949674.md)
  - [en](https://longbridge.com/en/news/280949674.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/280949674.md)
---

# The decline of the battery ETF Huaxia continues to narrow, institutions: the lithium battery sector is expected to welcome a window for quantity and price resonance repair

As of March 30, 2026, 11:13, the China Securities Battery Theme Index (931719) fell by 0.98%. Among the constituent stocks, gains and losses were mixed, with Keda Li leading the rise at 10.00%, Yinghe Technology up 7.75%, and Junsheng Electronics up 7.14%; Hemai Co. led the decline at 5.55%, Jinlang Technology down 4.66%, and Terui De down 4.37%. The Battery ETF Huaxia (512460) fell by 1.28%, with the latest quote at 1 yuan.

Recently, the supply and demand relationship in the lithium battery industry has continued to improve, with significant recovery in material-side profitability, and Q1 2026 performance is expected to achieve high growth. According to data from the Passenger Car Association, from March 1 to 22, retail sales of new energy passenger vehicles reached 495,000 units, with the year-on-year decline narrowing by 11 percentage points compared to the first half of March.

Guangfa Securities pointed out that with local replacement subsidies accelerating, the domestic power demand inflection point is imminent, and the lithium battery sector is entering a repair window of volume and price resonance.

The Battery ETF Huaxia closely tracks the China Securities Battery Theme Index, which selects listed company securities involved in power batteries, energy storage batteries, consumer electronics batteries, and related upstream and downstream industries as index samples to reflect the overall performance of battery-themed listed company securities.

Data shows that as of February 27, 2026, the top ten weighted stocks in the China Securities Battery Theme Index (931719) are Ningde Times, Sanhua Intelligent Control, Sungrow Power Supply, Yiwei Lithium Energy, Tianci Materials, Xian Dao Intelligent, Greenmech, Yinlun Co., Guoxuan High-Tech, and Xinwanda, with the top ten weighted stocks accounting for a total of 49.49%

### 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)

## Related News & Research

- [Illinois Battery Recycling Program to Include Household and Medium-Format Batteries](https://longbridge.com/en/news/287257771.md)
- [NIO just posted its best margins ever. Is the battery swap moat what actually matters?](https://longbridge.com/en/news/287246977.md)
- [KPI Green Energy gains 5% after securing 120 MW BESS order from GUVNL](https://longbridge.com/en/news/286871942.md)
- [Battery storage firms eye AI demand but face grid, supply hurdles](https://longbridge.com/en/news/286790784.md)
- [Key facts: Reliance-CATL talks on batteries; ₹131.58cr LOI Jamnagar G+12](https://longbridge.com/en/news/286842723.md)