--- title: "The wave of lithium battery expansion has reached the upstream industry chain, with energy storage battery ETFs, carbon neutral ETFs, and new energy battery ETFs rising against the trend" type: "News" locale: "en" url: "https://longbridge.com/en/news/287739767.md" description: "The new energy theme rose against the trend today, with energy storage battery ETFs, carbon neutral ETFs, and new energy battery ETFs all rising over 1%. The lithium battery expansion wave has reached the upstream industry chain, with multiple lithium battery material companies announcing expansion plans totaling over 20 billion yuan, indicating an upward trend in the industry's prosperity cycle. The expansion wave is a positive signal for the Hong Kong stock market's lithium battery sector, and companies like CATL will further seize market share. Analysis indicates that the global AI industry chain's prosperity has been revised upward, expanding the demand space for new energy" datetime: "2026-05-27T08:34:16.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/287739767.md) - [en](https://longbridge.com/en/news/287739767.md) - [zh-HK](https://longbridge.com/zh-HK/news/287739767.md) --- # The wave of lithium battery expansion has reached the upstream industry chain, with energy storage battery ETFs, carbon neutral ETFs, and new energy battery ETFs rising against the trend The new energy theme rose against the trend today, with the following ETFs increasing by over 1%: GF Fund CNI New Energy Battery ETF, Yinhua Carbon Neutral ETF, Yinhua New Energy Battery ETF, E Fund Green Power ETF, E Fund Energy Storage Battery ETF, Penghua Carbon Neutral ETF, Hua Xia Green Power ETF, Fuguo Green Power ETF, Hua Xia Carbon Neutral ETF, Penghua ChiNext New Energy ETF, E Fund Low Carbon ETF, Shenwan Hongyuan New Energy ETF, and Taikang Carbon Neutral ETF. On the news front, the wave of lithium battery capacity expansion has reached the upstream supply chain. According to incomplete statistics, since May alone, lithium battery material companies including Enjie Co., Ltd., Dofluor, Putailai, Yongshan Lithium Industry, Zhongkuang Resources, and Cangzhou Mingzhu have announced capacity expansion plans totaling over 20 billion yuan. Some analysts point out that the announcements of capacity expansion by multiple lithium battery material companies are a confirmation signal of the industry's upward cycle. This round of capacity expansion is occurring against the backdrop of demand for energy storage and power batteries exceeding expectations, with leading companies benefiting first, although industry differentiation is intensifying. Overall, the capacity expansion wave is a clear positive signal for the Hong Kong stock lithium battery sector. Companies like CATL, Zhongxin Hang, and BYD, which have technological and capacity advantages, will further capture market share. Regarding the rise in new energy, institutions believe: 1. From the AI narrative perspective, the current global AI industry chain's prosperity has been further upgraded, and the high energy consumption characteristics of AI directly affect the demand space for new energy. Moreover, there has been a noticeable directional change in current market trading, evolving from traditional optical modules to new directions such as PCBs and glass substrates. At the same time, related directions in the new energy field, such as liquid cooling, SST, and HVDC data center power supply systems, are also gaining attention and becoming new hot topics. 2. From the energy narrative perspective, the Iran negotiations have encountered new setbacks. With no conclusions on core issues related to nuclear and the Strait, the variables in peace talks remain significant, and the ongoing blockade of the Strait of Hormuz is profoundly impacting global energy supply. In response to energy security issues, new energy sources, which require almost no resource endowment, can be rapidly scaled up and do not necessarily require centralized construction, can be installed on a household or enterprise basis. 3. From a fundamental perspective, the battery industry chain's production scheduling in June continues to show high prosperity, with a month-on-month growth of 5%-10% on a high base, and a year-on-year growth of 50%-80%. Some inverter exporters have visibility of orders extending to July, all at historically high prosperity levels. Currently, the price-to-earnings ratio of industry leaders is generally only 20-25 times, which is at a reasonable central level for the entire cycle. Considering the current market sentiment, the enhancement of industry space, and high prosperity, valuations still have room for upward movement. In summary, institutions believe that the current new energy industry chain generally has strong profit support protection and benefits from both AI and energy security dual main lines, with outstanding cost-performance ratio. Dongxing Securities pointed out that the Iran conflict accelerates the reshaping of the global energy system. This conflict further highlights the fragility of the current oil supply system, and the global energy supply-demand structure will enter a period where new energy accelerates the replacement of traditional fossil energy. Lithium batteries, as one of the core carriers for energy storage and release in the new energy system, are of great significance for meeting global new energy consumption demands and ensuring China's energy security. The construction of a new energy system and artificial intelligence is generating massive demand for energy storage batteries. On one hand, the continuous expansion of AI investment has led to an exponential increase in electricity demand from data centers, resulting in a surge in demand for energy storage batteries On the other hand, the "14th Five-Year Plan" outline mentions twice the need to promote the development of new energy storage. Under the requirements of building a new energy system and achieving the "dual carbon" goals in China, new energy storage with lithium batteries as the core technology route has become a necessary option. 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