--- title: "Sales of energy storage batteries doubled in March! Battery ETF (561910) aims for six consecutive days of gains" type: "News" locale: "en" url: "https://longbridge.com/en/news/282612447.md" description: "In March, sales of energy storage batteries surged by 115%, reaching 60.4 GWh, driving the battery ETF (561910) to rise for six consecutive days. The combined sales of power and energy storage batteries totaled 175.1 GWh, a year-on-year increase of 51.6%. The new energy vehicle market is recovering, and the economic advantages of electric vehicles are becoming apparent. The industrialization of solid-state batteries is accelerating, with new national standards expected to be implemented in July, promoting technological advancement. Institutions are generally optimistic about the continued growth of the entire energy storage industry chain" datetime: "2026-04-14T01:39:10.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282612447.md) - [en](https://longbridge.com/en/news/282612447.md) - [zh-HK](https://longbridge.com/zh-HK/news/282612447.md) --- # Sales of energy storage batteries doubled in March! Battery ETF (561910) aims for six consecutive days of gains 115%! Sales of energy storage batteries surge, the battery industry chain rebounds across the board The battery sector has welcomed a significant rebound. On April 14, the China Merchants Battery ETF (561910) achieved six consecutive days of gains, with constituent stock DeYe Co., Ltd. reaching a new high, and companies like Molybdenum Technology, DaoShi Technology, and ZhongWei New Materials also rising. The enthusiasm for the new energy sector continues to increase, especially in the areas of energy storage and solid-state batteries, becoming the core theme of this round of market activity. **Sales data verifies high prosperity, energy storage growth leads the entire industry chain** The core support for the market comes from a strong recovery in the fundamentals. The latest industry chain data shows that in March, the total sales of power and energy storage batteries in China reached 175.1 GWh, a significant month-on-month increase of 54.7% and a year-on-year increase of 51.6%, with a notable peak season effect. Among the structural highlights, energy storage battery sales reached 60.4 GWh, a year-on-year surge of 115.9%, with growth far exceeding that of power batteries, and its proportion of total sales rising to 34.5%. This data confirms the high elasticity of global energy storage demand and reflects the continuous enhancement of Chinese energy storage companies' competitiveness in overseas markets. The new energy vehicle market is also warming up. In March, the production and sales of new energy vehicles reached 1.231 million and 1.252 million units, respectively. Against the backdrop of high oil prices, the economic advantages of electric vehicles over their entire lifecycle have become prominent, and terminal demand expectations have marginally improved, providing a stable foundation for the power battery segment. **Solid-state battery catalysis intensifies, industrialization process accelerates** In addition to demand-side drivers, the valuation reshaping brought about by technological iteration is also crucial. In 2026, the solid-state battery sector will see continuous catalysis: it is expected that in July, the new national standards for "Safety Requirements for Power Storage Batteries for Electric Vehicles" and "National Standards for Solid-State Batteries for Electric Vehicles" will be officially implemented, providing standard support for industrialization. Currently, semi-solid-state batteries have entered the small-scale mass production stage, with oxide electrolyte routes becoming the mainstream choice; full solid-state batteries have entered a critical window for pilot verification, with several automakers planning to start vehicle verification within the year. Technological breakthroughs not only open up long-term growth space but also create event-driven opportunities in the short term, enhancing the sector's risk appetite. **Institutions: Prosperity in fundamentals combined with anti-involution, the sector is expected to enter a sustainable growth phase** Regarding future market layouts, mainstream brokerages generally hold positive views. DongWu Securities pointed out that the prosperity of the entire energy storage industry chain continues to rise, with household energy storage production in March reaching a historical high, European order volumes beginning to increase, and large-scale storage orders being full, while the fluctuations in lithium carbonate prices have been fully anticipated. From a medium to long-term perspective, against the backdrop of global electricity shortages and frequent geopolitical conflicts, awareness of energy security has significantly increased, and global energy storage is expected to enter a sustainable growth phase during the "14th Five-Year Plan" period. DongGuan Securities believes that recently, the Ministry of Industry and Information Technology, the National Development and Reform Commission, the State Administration for Market Regulation, and the National Energy Administration jointly held a symposium on the power and energy storage battery industry to deploy work related to regulating industrial competition order, including capacity warning control, price competition norms, supplier account period compression, and product quality supervision. The policy side actively guides the industry from "scale expansion" to "high-quality development," and the supply-demand pattern of the industry chain is expected to continue improving throughout the year, with the logic of rising volume and price gradually being realized. The China Merchants Battery ETF (561910) tracks the CSI Battery Theme Index, which has nearly 60% energy storage content, including industry leaders such as Sungrow Power Supply, CATL, Guoxuan High-Tech, XianDao Intelligent, and Tianci Materials Covering the upstream and downstream of the battery industry chain, including power, energy storage, and consumer electronics. 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