--- title: "The New Energy Vehicle ETF (159183) and Battery ETF (561910) are performing strongly against the trend, with new battery safety regulations and the implementation of V2G pilots expected to drive industry upgrades" type: "News" locale: "en" url: "https://longbridge.com/en/news/282126317.md" description: "The New Energy Vehicle ETF (159183) and the Battery ETF (561910) rose against the market downturn, increasing by 0.2% and 0.61%, respectively. Recently, the new battery safety regulations and V2G pilot projects have been introduced in the new energy vehicle sector. The former will promote the survival of the fittest in the industry, while the latter provides profit opportunities for vehicle owners. The V2G pilot in Hefei has facilitated the energy storage and supply transformation of new energy vehicles through subsidies and technical support, bringing new business models and market opportunities" datetime: "2026-04-09T02:59:11.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282126317.md) - [en](https://longbridge.com/en/news/282126317.md) - [zh-HK](https://longbridge.com/zh-HK/news/282126317.md) --- # The New Energy Vehicle ETF (159183) and Battery ETF (561910) are performing strongly against the trend, with new battery safety regulations and the implementation of V2G pilots expected to drive industry upgrades On April 9th, the three major indices opened lower collectively, with over 4,300 stocks in the two markets showing declines. The New Energy Vehicle ETF China Merchants (159183) quickly surged in the morning before adjusting, rising 0.2% as of the time of writing, with constituent stocks showing a mixed performance. Tianhua New Energy rose over 11%, Defu Technology rose over 4%, and multiple stocks such as Xingyuan Material, Xinzhoubang, and Zhongwei New Material led the gains. The Battery ETF (561910) opened lower but rose 0.61% afterward, with constituent stocks like Xingyuan Material and Hewei Electric showing significant gains. From an industry dynamics perspective, two important developments have recently emerged in the new energy vehicle sector, which may have a positive impact on the long-term development of the industry chain. 1. Countdown to the strictest battery safety regulations in history, industry accelerates survival of the fittest, leading automakers' technological advantages become prominent With less than three months until the official implementation of the "strictest" battery safety regulations, the "Safety Requirements for Power Batteries Used in Electric Vehicles," on July 1st, the new regulations not only require that batteries do not catch fire or explode after thermal runaway but also introduce stringent tests for bottom impact and fast charging cycles. Models that do not meet the standards will be prohibited from application or will have a deadline for delisting. The current market is experiencing a game of "price reduction and inventory clearance" versus "holding cash and waiting," but leading companies like CATL and BYD have already met the standards in advance and launched extreme safety products such as the Kirin solid-state version and the second-generation blade battery. The new regulations will drive the industry to shift from pursuing energy density to prioritizing safety, accelerating the elimination of backward production capacity, and leading companies with core safety technologies are expected to further expand their market share. 1. Hefei V2G pilot project launched, new energy vehicles transform into "money-making power banks," vehicle-grid interaction opens new growth space As a nationwide large-scale pilot for vehicle-grid interaction, Hefei has introduced multi-level subsidies: a maximum subsidy of 3.5 yuan per kilowatt-hour for reverse discharge (2 yuan from the city + 1.5 yuan from the province), allowing car owners to earn hundreds of yuan each month by utilizing the price difference between peak and valley periods along with subsidies. The local area has built 27 V2G bidirectional charging and discharging piles and has accurately dispatched over 9,000 vehicles to participate in discharging through a virtual power plant smart platform, achieving a discharge volume of 69,000 kilowatt-hours. Analysis indicates that with the dual drive of policy and technology, new energy vehicles are upgrading from "energy consumption" to "energy storage + energy supply," which not only reduces electricity costs but also gives rise to emerging business models such as grid regulation and electricity trading, bringing incremental opportunities to the upstream and downstream of the industry chain. Great Wall Securities points out that the new national standard for power batteries places safety as a top priority in this rule adjustment, which may promote the orderly elimination of inefficient production capacity from the product performance level, strengthening the concentration effect among leading companies and helping quality enterprises improve operational quality. CITIC Securities believes that under the combined push of policy, technology, and market forces, the profitability model of vehicle-grid interaction is becoming increasingly clear, and the future path for large-scale and commercial development is defined, which is expected to bring significant market space for related charging equipment companies and resource aggregators. Overall, with policy reinforcement, technological breakthroughs, and business model innovations—the upgrade of battery safety standards will help further enhance industry concentration, while the large-scale application of V2G is expected to open new scenarios for energy storage in power batteries. The New Energy Vehicle ETF China Merchants (159183) covers leading companies in complete vehicles, charging piles, and lithium battery materials, while the Battery ETF China Merchants (561910) precisely focuses on the dual tracks of power batteries and energy storage Risk Warning: Funds have risks, and investment should be cautious ### Related Stocks - [159840.CN](https://longbridge.com/en/quote/159840.CN.md) - [561910.CN](https://longbridge.com/en/quote/561910.CN.md) - [159183.CN](https://longbridge.com/en/quote/159183.CN.md) ## Related News & Research - [Universal Digital Inc. 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