--- title: "Overseas demand supports the high prosperity of lithium batteries, and the battery ETF ChinaAMC is receiving significant market attention" type: "News" locale: "en" url: "https://longbridge.com/en/news/281328092.md" description: "As of April 1, 2026, the CSI Battery Theme Index fell by 0.33%, and the battery ETF ChinaAMC fell by 0.31, with the latest quote at 0.96 yuan. Although domestic sales are under short-term pressure, the export of new energy vehicles has increased by 110% year-on-year, and overseas demand is expected to become a core support for the industry. The industrialization process of solid-state batteries is accelerating, and it is expected to enter the stage of large-scale production by 2030. The top ten weighted stocks account for a total of 49.82%" datetime: "2026-04-01T08:14:08.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281328092.md) - [en](https://longbridge.com/en/news/281328092.md) - [zh-HK](https://longbridge.com/zh-HK/news/281328092.md) --- # Overseas demand supports the high prosperity of lithium batteries, and the battery ETF ChinaAMC is receiving significant market attention As of April 1, 2026, 15:00, the China Securities Battery Theme Index (931719) fell by 0.33%. Among the constituent stocks, there were mixed performances, with Zhenyu Technology leading the gains at 6.86%, Hangke Technology rising by 4.06%, and Aotai increasing by 3.52%; while Sungrow Power led the declines at 10.82%, Penghui Energy dropped by 4.38%, and Hunan Yuneng fell by 4.18%. The Battery ETF ChinaAMC (512460) decreased by 0.31%, with the latest quote at 0.96 yuan. CITIC Securities believes that the lithium battery industry chain has entered a peak season phase of "volume first, price follows." Although domestic sales are under short-term pressure, new energy vehicle exports surged by 110% year-on-year in March, showing strong export performance. Coupled with the increase in electrification rates of commercial vehicles, the installed capacity of power batteries continues to grow year-on-year, and overseas demand is expected to become a core support for the industry. Guotai Junan pointed out that the industrialization process of solid-state batteries is accelerating. The technical routes are gradually converging, with sulfide electrolytes becoming mainstream. It is expected that small batch installations will be achieved by 2027, and large-scale production will enter the stage by 2030. In addition, emerging scenarios such as low-altitude economy and humanoid robots also open up significant incremental space for battery technology. 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 March 31, 2026, the top ten weighted stocks in the China Securities Battery Theme Index (931719) are Ningde Times, Sungrow Power, Sanhua Intelligent Control, Yiwei Lithium Energy, Tianci Materials, XianDao Intelligent, Deye Co., Ltd., GreenMei, Enjie Co., Ltd., and Guoxuan High-Tech, with the top ten weighted stocks accounting for a total of 49.82% ### Related Stocks - [561910.CN](https://longbridge.com/en/quote/561910.CN.md) - [159796.CN](https://longbridge.com/en/quote/159796.CN.md) - [159155.CN](https://longbridge.com/en/quote/159155.CN.md) - [512460.CN](https://longbridge.com/en/quote/512460.CN.md) ## Related News & Research - [SVOLT to start semi-solid-state battery production in September](https://longbridge.com/en/news/287041855.md) - [FORD ENERGY BATTERY LLC ACQUIRES BOSK'S STAKE IN TWO BATTERY PLANTS IN KENTUCKY, AS PER SEC FILING.](https://longbridge.com/en/news/287208059.md) - [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) - [Battery storage firms eye AI demand but face grid, supply hurdles](https://longbridge.com/en/news/286790784.md)