--- title: "The US-Iran situation hits the \"pause button,\" the New Energy Vehicle ETF (159183) rises nearly 4%, institutions: the new energy vehicle market begins seasonal warming" type: "News" locale: "en" url: "https://longbridge.com/en/news/281981019.md" description: "On April 8th, the New Energy Vehicle ETF (159183) rose nearly 4%, with the A-share market performing well overall and new energy concept stocks showing strong performance. It is expected that a high-level forum on the development of smart electric vehicles will be held in Beijing in April 2026 to promote high-quality development in the industry. GuoXin Securities pointed out that the wholesale volume of new energy passenger vehicles in March remained flat, the market is gradually warming up, consumer enthusiasm is increasing, and fluctuations in international oil prices are driving up the penetration rate of new energy vehicles. The ETF tracks the China Securities New Energy Vehicle Index, which includes several high-quality companies" datetime: "2026-04-08T05:49:10.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281981019.md) - [en](https://longbridge.com/en/news/281981019.md) - [zh-HK](https://longbridge.com/zh-HK/news/281981019.md) --- # The US-Iran situation hits the "pause button," the New Energy Vehicle ETF (159183) rises nearly 4%, institutions: the new energy vehicle market begins seasonal warming On April 8th, the three major A-share indices opened higher collectively, with over 5,000 stocks in the two markets rising, and the new energy concept continuing to strengthen. As of the time of publication, the China Merchants CSI New Energy Vehicles ETF (159183) rose by 3.96%. Among the constituent stocks, Yinlun Holdings rose over 8%, Hongfa Technology, DaoTech, and Yiwei Lithium Energy rose over 6%, with companies like Xiamen Tungsten New Energy, New Zhongbang, and Xian Dao Intelligent leading the gains. In terms of news, the first High-Level Forum on the Development of Intelligent Electric Vehicles (2026) will be held at the National Conference Center Phase II in Beijing on April 11-12, 2026. The forum, themed "Promoting the Intelligent, Green, Integrated, and International Development of New Energy Vehicles," will be widely disseminated through official platforms and over a hundred media outlets. The "2026-2030 Automotive Generator Market Analysis and Related Technology In-Depth Research Report" by Zhongyan Puhua indicates that with the continuous release of policy dividends, upgrades in efficient, lightweight, and intelligent technologies, and the deepening of domestic substitution towards high-end core components, the industry is transitioning from scale expansion to a golden period of high-quality development. From 2026 to 2030, products may upgrade towards efficiency, lightweight, and intelligence, with continuous structural optimization. The industry will face dual opportunities of technological iteration and scenario adaptation, with policy empowerment and market demand expected to drive each other. **【Slight Recovery in the New Energy Vehicle Market】** Guoxin Securities stated that according to preliminary statistics from the Passenger Car Association, the wholesale volume of domestic new energy passenger vehicles in March was approximately 1.12 million units, remaining flat year-on-year and up 55% month-on-month. With various regions launching subsidies for trade-ins and new cars being released in spring, the anti-involution effect is becoming apparent, and terminal enthusiasm is gradually increasing. **Starting from late March, the market has entered a seasonal recovery, and consumer wait-and-see sentiment is expected to weaken.** Due to recent volatility in international oil prices and significant domestic oil price increases, the penetration rate of domestic new energy vehicles is rising weekly, becoming an important driving force for the recovery of the passenger car market in March. Data shows that the China Merchants CSI New Energy Vehicles ETF (159183) tracks the CSI New Energy Vehicles Index, covering high-quality leading enterprises in industries such as lithium batteries, charging piles, and new energy vehicles. The index focuses on key areas of the new energy vehicle core industrial chain, including battery chemicals (25%), lithium batteries (20%), electric passenger vehicles (11%), and lithium (10%). Risk Warning: Funds carry risks; investment requires caution ### Related Stocks - [159183.CN](https://longbridge.com/en/quote/159183.CN.md) ## Related News & Research - [Universal Digital Inc. Announces Termination of ETF Partnership Agreement | LFGMF Stock News](https://longbridge.com/en/news/286616540.md) - [The Most Consistent Seasonal Trades Across Commodities—Backed by 15 Years of Data](https://longbridge.com/en/news/286648926.md) - [Keep Your Portfolio Safe With This Low-Volatility ETF](https://longbridge.com/en/news/286604877.md) - [BNB ETF Could Be Next Big Crypto Breakthrough, Says Bloomberg Analyst](https://longbridge.com/en/news/286639724.md) - [VanEck, Grayscale file fresh BNB ETF amendments as race for next altcoin spot ETF accelerates](https://longbridge.com/en/news/286652991.md)