--- title: "Revisiting \"Lithium\" Thoughts, Gaining Strength in \"Energy Storage\" — A Commentary on the Surge in the New Energy Sector" type: "News" locale: "en" url: "https://longbridge.com/en/news/282286130.md" description: "Today, the new energy sector led the gains, with the ChiNext new energy ETF rising over 5%. Battery production reached a new high, with an expected net profit attributable to the parent company of 3.171 billion yuan in 2025, a year-on-year increase of 7.1%. The expected net profit attributable to the parent company for the first quarter of 2026 is between 1.1 billion and 1.2 billion yuan, a year-on-year increase of 55.91% to 70.08%. The demand for energy storage has significantly increased, and production is expected to continue to grow in April. Overseas policies support the development of new energy, and the industry's high prosperity has been validated" datetime: "2026-04-10T03:58:10.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282286130.md) - [en](https://longbridge.com/en/news/282286130.md) - [zh-HK](https://longbridge.com/zh-HK/news/282286130.md) --- # Revisiting "Lithium" Thoughts, Gaining Strength in "Energy Storage" — A Commentary on the Surge in the New Energy Sector Today, the new energy sector led the gains, with the ChiNext New Energy ETF (159387) at one point rising over 5%, and the New Energy Vehicle ETF (159806) rising over 4%. 【Reason Analysis】 Production Schedule: According to XinLuo Lithium Battery data, battery production reached a new high in March, and production continued to increase month-on-month in April, with the impact of export tax rebates being controllable. Specifically, the estimated battery production is 151.09 GWh, a year-on-year increase of 45.9% and a month-on-month increase of 3.8%. The estimated production of lithium iron phosphate is 161,000 tons, a year-on-year increase of 56.0% and a month-on-month increase of 1.4%. The estimated production of anodes is 176,000 tons, a year-on-year increase of 49.2% and a month-on-month increase of 6.7%. The estimated production of separators is 2.105 billion square meters, a year-on-year increase of 47.2% and a month-on-month increase of 0.7%. The estimated production of electrolytes is 115,000 tons, a year-on-year increase of 63.1% and a month-on-month increase of 8.0%. From April to May, domestic and foreign shipments will enter the peak season, and the high prosperity of energy storage is expected to be further confirmed. Performance: Leading household storage companies released their 2025 annual reports and 2026 Q1 performance forecasts, achieving a net profit attributable to the parent company of 3.171 billion yuan for the entire year of 2025, a year-on-year increase of 7.1%. Among them, the net profit attributable to the parent company for Q4 2025 is 824 million yuan, a year-on-year increase of 14.3%. For Q1 2026, the estimated net profit attributable to the parent company is between 1.1 billion and 1.2 billion yuan, a year-on-year increase of 55.91% to 70.08%; the net profit excluding non-recurring items is estimated to be between 1.04 billion and 1.14 billion yuan, a year-on-year increase of 69.78% to 86.11%. The performance exceeded market expectations, mainly due to the rapid growth in shipments of battery packs and inverters, with significant increases in household storage and industrial and commercial storage demand in regions such as Europe, the Middle East, and Southeast Asia. Looking ahead, in April, leading companies in energy storage continued to increase production month-on-month, and in Q2 2026, due to the impact of geopolitical conflicts, significant growth is expected in Southeast Asia, the Middle East, Africa, and Eastern Europe, while the momentum for industrial and commercial storage + large storage is also relatively strong, making the performance of the energy storage sector promising. 【Market Outlook】 Although the US and Iran have been at peace for two weeks, the narrative of energy security remains unchanged, directly stimulating household storage demand in regions affected by turmoil. Overseas policies have begun to ramp up, with the UK government announcing a £15 billion "Warm Homes Plan," Cambodia reducing tariffs on new energy, and South Korea also announcing plans to increase its operational renewable energy capacity from the current 37 GW to 100 GW over the next decade. The performance of leading battery and energy storage companies exceeding expectations validates the industry's high prosperity, and the continued growth trend in April production indicates strong demand. Policy direction for energy storage opens up long-term space, while overseas geopolitical conflicts catalyze household storage demand, and the acceleration of new technology industrialization enhances valuation elasticity. Currently, after adjustments, the new energy sector has a certain cost-performance ratio. Interested investors may pay attention to the ChiNext New Energy ETF (159387), which has a 20cm price fluctuation limit, covering lithium batteries + energy storage + photovoltaics + wind power comprehensively, with solid-state + energy storage content exceeding 60%, and hydrogen energy content around 35%. 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