--- title: "Tightening lithium supply + Recovery of European demand + Acceleration of solid-state industrialization! 159183, 561910 welcome a triple resonance" type: "News" locale: "en" url: "https://longbridge.com/en/news/282116161.md" description: "Lithium ore supply tightens, Zimbabwe will implement export quotas for lithium concentrates, benefiting battery material companies. Sales of new energy vehicles in Europe are rebounding, with March sales reaching 216,000 units, a year-on-year increase of 3.7% and a month-on-month increase of 48.7%, with a penetration rate rising to 30.6%. The industrialization of solid-state batteries is accelerating, with QingTao Energy filing with the Hong Kong Stock Exchange, attracting market attention. The new energy industry chain is experiencing a triple resonance due to improvements in supply and demand and technological breakthroughs, making related ETFs China Merchants (159183, 561910) attractive for investment" datetime: "2026-04-09T01:14:05.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282116161.md) - [en](https://longbridge.com/en/news/282116161.md) - [zh-HK](https://longbridge.com/zh-HK/news/282116161.md) --- # Tightening lithium supply + Recovery of European demand + Acceleration of solid-state industrialization! 159183, 561910 welcome a triple resonance Big news in lithium batteries! On the lithium ore front, according to Reuters, Zimbabwe will implement export quotas for lithium concentrate, requiring more local processing as a condition for resuming exports. This tightening signal on the supply side is expected to support lithium prices, benefiting battery material companies with upstream resource layouts. The demand side is also warming up. In March, the sales of new energy vehicles in seven European countries reached 216,000 units, a year-on-year increase of 3.7% and a month-on-month increase of 48.7%; the penetration rate rose to 30.6%, an increase of 6.4 and 3.1 percentage points year-on-year. The significant month-on-month improvement in electric vehicle sales in Europe and the steady increase in penetration rates provide strong support for global demand for new energy vehicles. The industrialization process of solid-state batteries is accelerating. QingTao Energy has submitted an application to the Hong Kong Stock Exchange, and the solid-state battery leader is sprinting towards the capital market, which is expected to accelerate technological iteration and capacity expansion. Sellers point out that solid-state equipment stocks have adjusted to the market value level of their main business, with solid-state business almost being "given away," making the sector's valuation attractive. Analysis indicates that the positive signals in the new energy industry chain stem from a triple resonance of tightening supply, warming demand, and technological breakthroughs: the tightening of lithium ore exports in Zimbabwe is expected to improve the supply-demand pattern of lithium salts, benefiting upstream resource companies; electric vehicle sales in Europe have surged nearly 50% month-on-month, with a penetration rate exceeding 30%, highlighting the resilience of the demand side; QingTao Energy is sprinting for an IPO, accelerating the industrialization of solid-state batteries, and the valuation of the equipment segment has a safety margin. It is understood that the new energy vehicle ETF from China Merchants (159183) tracks the CSI New Energy Vehicles Index, covering high-quality leading companies in lithium batteries, charging piles, and complete vehicles; the battery ETF from China Merchants (561910) focuses on the CSI Battery Theme Index, heavily investing in core targets in power batteries and materials. Risk warning: Funds have risks, and investment should be cautious ### Related Stocks - [159183.CN](https://longbridge.com/en/quote/159183.CN.md) - [561910.CN](https://longbridge.com/en/quote/561910.CN.md) ## Related News & Research - [Svolt plans to mass-produce hybrid solid-liquid batteries by September at liquid battery costs](https://longbridge.com/en/news/286867591.md) - [EVN Macedonia puts BESS of 10 MW into operation at its solar park](https://longbridge.com/en/news/286582695.md) - [What Are Wall Street Analysts' Target Price for WEC Energy Stock?](https://longbridge.com/en/news/286558125.md) - [ZAWYA: Energy Development Oman raises additional funding in the international capital markets](https://longbridge.com/en/news/286757157.md) - [US-Iran war costs global firms $25B as China gains clout](https://longbridge.com/en/news/286720138.md)