--- title: "The energy storage industry is experiencing a structural leap, and the lowest rate ChiNext New Energy ETF ChinaAMC (159368) is expected to benefit" type: "News" locale: "en" url: "https://longbridge.com/en/news/281598055.md" description: "The energy storage industry is experiencing a structural leap, with new energy storage installations expected to exceed 370 million kilowatts by 2030. The ChinaAMC ChiNext New Energy ETF (159368) recently fell by 1.93%, but performed well in terms of capital inflow, gaining a net inflow of 213 million yuan over the past 8 days. As the proportion of new energy generation increases, the demand for long-term adjustment resources in the power system is rising, and the energy storage industry is accelerating its transformation, becoming a fundamental component of the power system" datetime: "2026-04-03T02:54:10.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281598055.md) - [en](https://longbridge.com/en/news/281598055.md) - [zh-HK](https://longbridge.com/zh-HK/news/281598055.md) --- # The energy storage industry is experiencing a structural leap, and the lowest rate ChiNext New Energy ETF ChinaAMC (159368) is expected to benefit As of April 3, 2026, 10:28 AM, the ChinaAMC ChiNext New Energy ETF (159368) has fallen by 1.93%, with the latest quote at 1.43 yuan. In terms of constituent stocks, there were mixed performances, with Robotech leading with an increase of 8.31%, Yingboer rising by 5.38%, and Shenghong Co., Ltd. up by 2.47%; Haixin Energy leading the decline by 5.77%, Yunda Co., Ltd. down by 5.63%, and Penghui Energy down by 4.94%. In terms of liquidity, the ChinaAMC ChiNext New Energy ETF had a turnover rate of 8.47% during the session, with a transaction volume of 65.5145 million yuan. Looking at a longer time frame, as of April 2, the average daily transaction volume for the past week was 149 million yuan. In terms of news, the recently released "Energy Storage Industry Research White Paper 2026" indicates that by 2030, China's cumulative installed capacity of new energy storage will exceed 370 million kilowatts, growing by more than 1.5 times compared to the end of the 14th Five-Year Plan. The white paper shows that as the proportion of new energy power generation continues to increase, the demand for long-duration adjustment resources in the power system is becoming increasingly urgent. It is expected that by 2030, the average duration of cumulative installed capacity for new energy storage in China will approach 3.5 hours, opening an industrialization window for long-duration storage technologies such as flow batteries and compressed air. Energy storage is accelerating its leap from auxiliary adjustment resources to a fundamental part of the power system. Additionally, with the start of the 15th Five-Year Plan, China's energy storage industry is experiencing a structural leap. Recently, visits to leading companies in the industry such as Trina Storage, Goodwe, and Sungrow have provided insights into the implementation of energy storage projects. Under the influence of gradually improving policies, technological iterations, and market drivers, the energy storage industry has formed a distinct pattern of major contributions from the grid side, stable growth from the generation side, and new breakthroughs from the user side. The rise of AI empowerment and the AIDC (Artificial Intelligence Data Center) track has become a new highlight for high-quality industrial development. China's energy storage industry is accelerating its transition from scale expansion to quality and efficiency improvement, solidifying its commercial foundation and providing core support for the construction of a new power system. In terms of net capital inflow, the ChinaAMC ChiNext New Energy ETF has seen continuous net inflows over the past 8 days, with the highest single-day net inflow reaching 69.1465 million yuan, totaling 213 million yuan in "capital absorption." The ChiNext New Energy Index mainly covers the new energy and new energy vehicle industries, involving multiple sub-sectors such as batteries and photovoltaics, and is the only 20CM fluctuation index for the new energy track on the ChiNext. The ChinaAMC ChiNext New Energy ETF (159368) has high elasticity, with an increase of up to 20%; it has the lowest fees, with a total management and custody fee of only 0.2%; its energy storage content exceeds 74%, aligning with current market hotspots. 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