E Fund Energy Storage Battery ETF (159566) received net subscriptions of 324 million shares during intraday trading
As of 14:38, the CNI New Energy Battery Index (980027) fell 0.04%. Among the weighted stocks, Sungrow Power Supply rose 1.2%, Contemporary Amperex Technology (CATL) fell 0.5%, EVE Energy rose 1.5%, Guoxuan High-Tech fell 0.2%, and Deye Co., Ltd. rose 3.5%. Additionally, Pylon Technologies rose 11.0%, Sineng Electric rose 4.3%, Great Power Energy rose 3.0%, Ginlong Technologies rose 3.0%, Tianneng Co., Ltd. rose 2.7%.
The E Fund Energy Storage Battery ETF (159566) tracks the CNI New Energy Battery Index (980027) and is highly favored by capital. Data shows the fund had a net capital inflow of over 550 million yuan yesterday; as of press time, the fund received an additional net subscription of 324 million units during the trading session.
On the policy front, the 2026 important report pointed out, "Focus on building a new power system, accelerate the construction of smart grids, develop new energy storage, and expand green electricity applications." This marks the second consecutive year new energy storage has been included in the report, highlighting the policy's intensity.
At the industry level, professional institutions forecast that global energy storage battery shipments will reach 874 GWh in 2026, a year-on-year increase of 46%, with AIDC storage installations surging 73% driven by AI computing power. Total global power + energy storage battery shipments are expected to reach 2,313 GWh in 2026, a 25% year-on-year increase.
A Soochow Securities research report noted that national-level capacity compensation electricity prices have been introduced, with subsequent provinces to issue detailed rules and lists. U.S. data center storage continues to advance, and there are many projects in Europe and the Middle East, indicating strong demand for large-scale storage. Beyond Australia's household storage policies, countries like the UK and Poland have strengthened household storage subsidies, ushering household storage into a new growth cycle. Commercial and industrial storage continues to grow, with global energy storage installations expected to increase over 60% in 2026 and compound at 30%-50% from 2027 to 2029. The report continues to strongly recommend the storage sector, favoring leaders in large-scale and household storage.
The E Fund Energy Storage Battery ETF (159566) tracks the CNI New Energy Battery Index, which selects 50 listed companies in related fields such as battery manufacturing, energy storage battery inverters, energy storage battery system integration, and battery temperature control and fire protection.
Related products:
E Fund Energy Storage Battery ETF (159566), Off-exchange Link (Class A: 021033; Class C: 021034)
E Fund New Energy ETF (516090), Off-exchange Link (Class A: 019315; Class C: 019316)
E Fund Carbon Neutrality ETF (562990), Off-exchange Link (Class A: 016899; Class C: 016900)
E Fund Green Power ETF (562960), Off-exchange Link (Class A: 019058; Class C: 019059)
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