--- title: "The price of battery-grade lithium carbonate is rising, lithium resources are experiencing short-term fluctuations while long-term demand remains strong, and the battery ETF ChinaAMC (512460) is receiving significant attention" type: "News" locale: "en" url: "https://longbridge.com/en/news/281114231.md" description: "The price of battery-grade lithium carbonate has risen, with short-term fluctuations in lithium resources and strong long-term demand. The battery ETF ChinaAMC (512460) fell by 1.30%, with the latest quote at 0.99 yuan. The CSI Battery Theme Index (931719) dropped by 1.51%. The battery industry is entering a high prosperity cycle driven by both power and energy storage, with demand expected to exceed 3 million tons by 2030. Galaxy Futures pointed out that there are concerns about the stability of lithium resource supply in the short term, and attention should be paid to the impact of geopolitical conflicts" datetime: "2026-03-31T02:59:11.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281114231.md) - [en](https://longbridge.com/en/news/281114231.md) - [zh-HK](https://longbridge.com/zh-HK/news/281114231.md) --- # The price of battery-grade lithium carbonate is rising, lithium resources are experiencing short-term fluctuations while long-term demand remains strong, and the battery ETF ChinaAMC (512460) is receiving significant attention As of March 31, 2026, 10:35, the China Securities Battery Theme Index (931719) fell by 1.51%. Among the constituent stocks, DeYe Co., Ltd. led the gains with an increase of 4.43%, Penghui Energy rose by 2.30%, and Hangke Technology increased by 1.98%; while Yiwei Lithium Energy led the declines with a drop of 6.72%, Tianhua New Energy fell by 5.11%, and Fulian Precision fell by 3.82%. The Battery ETF ChinaAMC (512460) decreased by 1.30%, with the latest quote at 0.99 yuan. In terms of news, on March 31, Shanghai Steel Union released data showing that today the MMLC battery-grade lithium carbonate (morning session) intermediate price was reported at 166,750 yuan/ton, an increase of 6,400 yuan/ton compared to the price at 16:30 the previous day. The battery industry is entering a high prosperity cycle driven by both power and energy storage. High-pressure solid-state lithium iron phosphate, as a fourth-generation or higher cathode material, significantly enhances energy storage capacity with a powder compaction density of ≥2.60g/cm³, balancing fast charging performance and cycle life, precisely matching the demand for fast charging upgrades of power batteries and the large-scale release of energy storage large cells. In addition, compounded by geopolitical shocks, Galaxy Futures believes that due to ongoing market concerns about the stable external supply of lithium resources and liquidity, volatility may increase in the short term, with a focus on the subsequent developments of the U.S.-Iran geopolitical conflict. In the long term, the dual-driven pattern of new energy vehicles and energy storage is solidifying, the commercialization process of solid-state batteries is entering a critical acceleration phase, and new scenarios such as AI data centers are becoming super demand engines, with demand expected to exceed 3 million tons by 2030. The Battery ETF ChinaAMC 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 are Ningde Times, Sanhua Intelligent Control, Sungrow Power Supply, Yiwei Lithium Energy, Tianci Materials, XianDao Intelligent, GreenMei, Yinlun Co., Ltd., Guoxuan High-Tech, and Xinwanda, with the top ten weighted stocks accounting for a total of 49.49% ### Related Stocks - [159796.CN](https://longbridge.com/en/quote/159796.CN.md) - [512460.CN](https://longbridge.com/en/quote/512460.CN.md) - [159155.CN](https://longbridge.com/en/quote/159155.CN.md) - [561910.CN](https://longbridge.com/en/quote/561910.CN.md) ## Related News & Research - [OCI Energy and CPS Energy break ground on Alamo City Battery Energy Storage Project | ING Stock News](https://longbridge.com/en/news/286964497.md) - [Battery storage firms eye AI demand but face grid, supply hurdles](https://longbridge.com/en/news/286790784.md) - [KPI Green Energy gains 5% after securing 120 MW BESS order from GUVNL](https://longbridge.com/en/news/286871942.md) - [EVN Macedonia puts BESS of 10 MW into operation at its solar park](https://longbridge.com/en/news/286582695.md) - [07:11 ETREPT BATTERO presenta soluciones de almacenamiento de energía, baterías híbridas y carga rápida de megavatios](https://longbridge.com/en/news/286760729.md)