--- title: "The industrial landscape continues to optimize, and the China Southern Fund's New Energy ETF, Southern Low Position, is attracting significant attention for its layout opportunities" type: "News" locale: "en" url: "https://longbridge.com/en/news/282827392.md" description: "As of April 15, 2026, the China Southern CSI New Energy ETF (516160) had a turnover of 4.58%, with a transaction volume of 372 million yuan, tracking the China Securities New Energy Index (399808), which fell by 1.70%. Driven by both energy security strategies and national policies, the new energy industry continues to optimize, with significant growth expected in new installed capacity for wind and solar power by 2025. The demand for energy storage is surging, and global lithium demand is strong, with a supply-demand reversal expected in 2026. The proportion of pure electric models in new energy passenger vehicles is expected to exceed 70%, with improved industry profit expectations, suggesting attention to the China Southern CSI New Energy ETF" datetime: "2026-04-15T10:29:10.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282827392.md) - [en](https://longbridge.com/en/news/282827392.md) - [zh-HK](https://longbridge.com/zh-HK/news/282827392.md) --- # The industrial landscape continues to optimize, and the China Southern Fund's New Energy ETF, Southern Low Position, is attracting significant attention for its layout opportunities As of the close on April 15, 2026, the China Southern CSI New Energy ETF (516160) had a turnover rate of 4.58%, with a transaction volume of 372 million yuan, while the tracked index, the CSI New Energy Index (399808), fell by 1.70%. Driven by the dual forces of upgraded energy security strategies and continuous national policy support, the landscape of the new energy industry continues to optimize: On the power generation side, new installations of wind and solar power are expected to increase by 50.9% and 14.2% year-on-year, respectively, by 2025. The implementation of the Xinjiang green electricity direct connection project marks a substantial phase in the reform of nearby consumption, combined with deepening electricity reforms and the full market entry of new energy, market mechanisms are effectively alleviating consumption and price suppression; in the energy storage segment, it has transitioned from an "optional" choice to a key "hedging tool," with explosive demand establishing a "volume and price rise" pattern, strongly driving global lithium demand and expected to see a supply-demand reversal inflection point in 2026. Key materials such as rare earths are also strengthening the mid-term tight balance logic due to safety premiums; on the application side, the advantages of pure electric drive are becoming increasingly prominent, with over 70% of new energy passenger vehicles expected to be pure electric models by 2030, and the ownership is expected to reach 300 million to 380 million vehicles by 2040. Meanwhile, rising oil prices are boosting global penetration rates, hybrid and fast-charging solutions are driving supply chain demand, and the decline in raw material price indices is alleviating cost pressures. The narrowing decline in passenger car wholesale in March indicates an accelerated recovery in April, significantly improving industry profit expectations. Additionally, the acceleration of solid-state battery commercialization, clear trends toward intelligence and high-end development, and the expansion of emerging fields such as robotics are collectively driving the revaluation of core assets like photovoltaics and charging piles, enabling the new energy industry chain to possess a clear long-term growth logic and significant allocation value under the multiple empowerment of policy dividends, technological iteration, and market sentiment. It is recommended to pay attention to the China Southern CSI New Energy ETF (516160.SH). China Southern CSI New Energy ETF (516160), off-market connection (Class A: 012831; Class C: 012832). ### Related Stocks - [516160.CN](https://longbridge.com/en/quote/516160.CN.md) - [399808.CN](https://longbridge.com/en/quote/399808.CN.md) ## Related News & Research - [Keep Your Portfolio Safe With This Low-Volatility ETF](https://longbridge.com/en/news/286604877.md) - [10X Fund Managers lists 1 million 10X Wealth GOVI ETF units at R 11.63 on JSE](https://longbridge.com/en/news/287065598.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) - [10X Fund Managers lists 1 million GLODIV ETF securities on JSE at R 20.26](https://longbridge.com/en/news/287065900.md)