Funds have been adding positions for 5 consecutive days, with the E Fund Energy Storage Battery ETF (159566) receiving a net subscription of 14 million units during the session.
As of 10:14, the CNI New Energy Battery Index (980027) fell 0.66%. Among its constituents, Poweroak Newener Tech rose 10.74%, Huazi Technology rose 3.81%, and GoodWe rose 1.72%, while Envicool fell 4.06%, Sineng Electric fell 3.14%, and Penghui Energy fell 2.92%. As of March 26, the CNI New Energy Battery Index (980027) has risen 59.93% over the past year.
The E Fund Energy Storage Battery ETF (159566) tracks the CNI New Energy Battery Index (980027) and is highly favored by capital. Data shows that the fund has seen net inflows for 5 consecutive days, totaling over 1.5 billion yuan, and over 3.1 billion yuan in the past 20 days. As of the previous trading day, the fund's average daily turnover in the past month was 649 million yuan, ranking first among its peers, with active on-exchange trading and strong liquidity. As of press time, it received a net subscription of 14 million units during the session.
In 2026, the European energy storage market experienced a "surge in orders," with order sizes nearing 30GWh. Leading domestic companies have frequently secured large orders. Trina Storage's European orders exceeded 6GWh, and Hyperstrong secured over 4GWh of orders. Additionally, according to a survey by the U.S. Energy Storage Association, by the end of 2025, U.S. factories will have an annual production capacity of 70 GWh of finished grid-scale energy storage systems. It is expected that by the end of this year, annual capacity will increase to 145 GWh.
Guosen Securities pointed out that the industrialization of solid-state batteries is accelerating. Samsung SDI released an AI-specific all-solid-state battery. Companies such as Dreame, EVE Energy, and Chery have also successively released or launched high-energy-density solid-state battery products and announced mass production plans. Lithium salt prices fluctuated and fell, but battery cell quotations rose. European natural gas futures prices rose significantly due to geopolitical tensions in the Middle East. The U.S. International Trade Commission made a negative determination regarding anode materials from China, meaning no anti-dumping or countervailing duty orders will be issued. It is estimated that global demand for power batteries will increase by 19% year-on-year in 2026, and demand for energy storage batteries will increase by 39% year-on-year.
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 Connect (Class A: 021033; Class C: 021034)
E Fund New Energy ETF (516090), Off-exchange Connect (Class A: 019315; Class C: 019316)
E Fund Carbon Neutral ETF (562990), Off-exchange Connect (Class A: 016899; Class C: 016900)
E Fund Green Power ETF (562960), Off-exchange Connect (Class A: 019058; Class C: 019059)
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