--- title: "The new energy sector experiences fluctuations and differentiation, with funds continuing to increase investment in core energy storage battery assets" type: "News" locale: "en" url: "https://longbridge.com/en/news/281380171.md" description: "On April 1st, the A-share new energy sector experienced fluctuations and differentiation, with sub-sectors such as photovoltaic equipment being active, while the core index of energy storage batteries slightly fell by 0.01%. Despite short-term volatility, funds continued to flow into core assets of energy storage batteries, with the E Fund Energy Storage Battery ETF receiving a net inflow of over 3 billion yuan in March. The Guozheng New Energy Battery Index has risen by 2.7% since the beginning of the year, with an annualized growth rate of 11.8%. CITIC Securities analysis pointed out that the impact on the global energy supply chain highlights the necessity of energy self-sufficiency, and it is expected that electricity price policies will boost investment enthusiasm in the power industry, with clear long-term growth potential in the energy storage sector" datetime: "2026-04-01T13:34:13.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281380171.md) - [en](https://longbridge.com/en/news/281380171.md) - [zh-HK](https://longbridge.com/zh-HK/news/281380171.md) --- # The new energy sector experiences fluctuations and differentiation, with funds continuing to increase investment in core energy storage battery assets On April 1st, the A-share new energy sector showed a fluctuating and differentiated pattern, with sub-sectors such as photovoltaic equipment being partially active, while the core index of energy storage batteries maintained a fluctuating consolidation. By the close, the Guozheng New Energy Battery Index slightly fell by 0.01%, with differentiated performance among energy storage and battery industry chain targets. Despite short-term fluctuations in the sector, funds continued to increase their positions in core energy storage battery assets. Wind data shows that the energy storage battery ETF from Yi Fang Da (159566, connection fund A/C: 021033/021034) saw a net inflow of over 3 billion yuan in March alone. From the perspective of index characteristics and components (data source: Wind, as of March 31, 2026): Guozheng New Energy Battery Index: Up 2.7% since the beginning of the year, with an annualized increase of 11.8% since the index was published, and an annualized volatility of 34.7%. The index focuses on the energy storage-related industry chain, excluding upstream resource products and midstream components, with weights concentrated in energy storage cell manufacturing, system integration, and liquid cooling. The top 5 constituent stocks account for a total of 38.0%, with leading energy storage companies such as CATL, EVE Energy, and Sungrow Power Supply having higher weights; in terms of industry distribution, lithium batteries account for 37.0%, inverters account for 19.7%, and the top 3 industries account for a total of 66.4%, indicating a pure attribute of the energy storage sector. Comparison with similar indices: The CSI Battery Theme Index covers the entire upstream and downstream of the battery industry chain, while the Guozheng New Energy Vehicle Battery Index excludes the weight of energy storage systems, focusing more on the upstream and midstream segments of new energy vehicle batteries. CITIC Securities analysis points out that the global energy supply chain continues to be impacted, highlighting the necessity of energy self-sufficiency and control. China's energy consumption structure is diverse, and the overall risk of external dependence is controllable, with significant achievements in the transition to clean energy. Under the demands of ensuring energy security and promoting energy transition, it is expected that electricity price policies will be introduced successively to promote an early bottoming and rebound of electricity prices, boosting investment enthusiasm in the power industry. The power sector is expected to welcome dual opportunities for fundamental and valuation recovery, with energy storage as a core support of the new power system, indicating clear long-term growth space for the industry. According to WIND data, the energy storage battery ETF from Yi Fang Da (159566), tracking the Guozheng New Energy Battery Index, was listed on February 8, 2024, with a latest scale of 7.29 billion yuan, and an index return of 112.56% since listing, with a tracking error of only 0.09%. The total management fee + custody fee is 0.6%/year, as detailed in the chart below. Risk Warning: Funds have risks, and investment should be cautious ### Related Stocks - [159775.CN](https://longbridge.com/en/quote/159775.CN.md) - [159156.CN](https://longbridge.com/en/quote/159156.CN.md) - [159755.CN](https://longbridge.com/en/quote/159755.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) - [Gridstor Acquires Colorado Battery Energy Storage Project From Accelergen](https://longbridge.com/en/news/287072462.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)