On April 7th, the A-share market rebounded with fluctuations, and the new energy sector performed strongly! As of 10:40, the leading battery ETF China Universal (159796) in terms of scale and with the lowest fee rate rose by 0.54%, at one point increasing nearly 2%, potentially ending a five-day decline!
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The component stocks of the battery ETF China Universal (159796) showed mixed performance, with the sodium-ion battery concept gaining popularity. Great Power rose over 4%, XianDao Intelligent increased over 3%, DeYe Co., Ltd. rose over 2%, while GreenMei and Yiwei Lithium Energy rose over 1%. CATL and Sungrow experienced pullbacks.
【Top ten component stocks of the battery ETF China Universal (159796)】
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In terms of news, the 14th International Energy Storage Summit and Exhibition ESIE 2026 will be held in Beijing from April 1-3, 2026, attracting over 800 manufacturers to exhibit, with a noticeable increase in visitor enthusiasm. This exhibition will focus on large-capacity battery cells, sodium-ion batteries, AIDC solutions, and more.
Additionally, as the deadline approaches on April 7th at 20:00 Eastern Time (April 8th at 8:00 AM Beijing Time), the conflict involving the United States, Israel, and Iran may reach a new turning point. U.S. officials stated that an acceptable agreement must be reached before the April 7th deadline, or they will destroy Iran's bridges and power plants.
The International Energy Agency (IEA) stated that the current loss of crude oil due to this conflict has exceeded the total of the two oil crises in the 1970s; the loss of natural gas is about twice that of the 2022 European supply cut from Russia. If an agreement cannot be reached by Tuesday, leading to an escalation of the conflict, it may cause further panic declines in global risk assets, a surge in oil prices leading to stagflation or even recession, and reinforce the logic of energy security, elevating the importance of core sectors such as energy storage and batteries.
On the technical front, on April 6th, a team led by Hu Yongsheng from the Institute of Physics, Chinese Academy of Sciences, published significant results in Nature Energy: the team successfully developed a self-protecting, non-flammable polymer electrolyte (PNE), achieving a complete blockage of thermal runaway in ampere-hour level sodium-ion batteries for the first time globally. The team broke the traditional understanding that &#34;flame-retardant electrolytes equal safety.&#34; When the battery temperature rises abnormally above 150°C, the PNE automatically solidifies from liquid to form a dense barrier, akin to building a &#34;smart firewall&#34; inside the battery, completely cutting off the propagation path of thermal runaway. Notably, this breakthrough did not sacrifice the high-performance characteristics of the battery. Reports indicate that this achievement has reshaped perceptions of battery safety and laid a solid foundation for the commercialization of sodium-ion batteries in electric vehicles, heavy trucks, and large-scale energy storage
[Technical Side: Large Capacity Products Gradually Applied by 2026, Sodium-Ion Battery and Other Technologies Open for Commercialization]
CITIC Securities pointed out that at this exhibition, battery manufacturers actively launched new products such as large capacity battery cells and sodium-ion batteries, in line with the latest development trends in the energy storage industry.
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Large Capacity Battery Cells: Contemporary Amperex Technology Co., Limited (CATL) showcased a 587Ah energy storage cell, with cumulative shipments exceeding 5GWh by April 2026, showing rapid progress in commercialization. China Innovation Aviation released the &#34;Zhijiu&#34; series of long-cycle energy storage cells, which includes three capacity versions: 392/588/661Ah. Envision Energy displayed a large-scale mass-produced 790Ah large capacity energy storage cell, with an energy density exceeding 440Wh/L and a cycle life exceeding 15,000 times, designed for a lifespan of up to 30 years. BYD showcased a 2710Ah energy storage-specific blade battery, with a capacity increase of over 300% compared to conventional industry batteries;
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Sodium-Ion Batteries: CATL launched a sodium-ion battery specifically for energy storage, designed with the same casing platform as the 587Ah lithium battery, with a capacity of 300+Ah, energy efficiency of 97%, and a cycle life exceeding 15,000 times, suitable for 2-8 hour large-scale energy storage and AIDC scenarios. Envision Energy released its first sodium-ion energy storage cell and announced it has been offline. The sodium-ion cell has a capacity exceeding 180Ah, a cycle life of no less than 20,000 times, and an operating temperature range of -40℃ to 70℃, capable of stable operation in extreme cold and high-temperature environments. We believe that as lithium carbonate prices gradually rise, the introduction of large capacity battery cells and sodium-ion batteries is expected to accelerate further. (Source: CITIC Securities 20260406 &#34;Batteries | Domestic Energy Storage Demand High Prosperity, Large Cells, Sodium Batteries and Other Technologies Accelerate&#34;)
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[Demand Side: North America Faces Severe Power Shortages, Energy Storage May Soon Replicate Gas Turbine Prosperity]
CITIC Construction Investment stated that the large-scale deployment of AIDC shows a long-term trend of power shortages in the United States. The forecast for peak electricity load in the U.S. by 2030 has been significantly raised by 166GW to nearly 1000GW, with data centers contributing 54%. This has led to long-term increases in regional electricity prices and sustained new highs in capacity prices, with shortages in backup capacity across various regional power grids, reflecting the ongoing intensification of the power supply-demand contradiction in the U.S. under large-scale AIDC construction, while the gradual retirement of thermal power sources exacerbates the power shortage issue.
AI Giants Commit to Building Their Own Power Sources, Market Recognizes Gas Turbine Prosperity, Energy Storage Will Soon Become Reality. Recently, AI giants signed commitments to build their own power sources, including self-built/co-located power sources and fully bearing the costs of grid upgrades, while also needing to support the grid to prevent power outages. Energy storage can effectively support grid load, and can stabilize load fluctuations after AIDC is connected to the grid, meeting new grid connection regulations, which is key to ensuring the long-term stable operation of AIDC. (Source: CITIC Construction Investment 20260318 &#34;North America Faces Severe Power Shortages: Energy Storage and Grid Construction Will Soon Replicate Gas Turbine Prosperity&#34;)
[Price Side: Capacity Electricity Price Policy Enhances Domestic Energy Storage Economics, Domestic Energy Storage Demand Maintains High Growth]
CITIC Securities stated that with the implementation of Document No. 114 on January 30, the national-level energy storage capacity electricity price mechanism has been officially established, significantly enhancing domestic owners' investment confidence in energy storage. According to data from the China Energy Storage Alliance (CESA), in January-February 2026, the newly registered domestic energy storage capacity reached 160GW/414GWh, a year-on-year increase of +141.2% in terms of capacity, maintaining rapid growth. From the perspective of installed capacity, in January-February 2026, the newly installed domestic energy storage capacity was 9.51GW/24.18GWh, a year-on-year increase of +182.07%/+472.06%, with monthly installations maintaining a high level of prosperity. We believe that the independent energy storage business model will gradually be established by 2025, and under policy guidance, the business model for independent energy storage in China will gradually mature in 2026, with a significant increase in owners' enthusiasm for investing in energy storage, optimistic about the continued high growth of domestic energy storage demand. (Source: CITIC Securities 20260406 &#34;Batteries | Domestic Energy Storage Demand High Prosperity, Large Battery Cells, Sodium Batteries, and Other Technologies Accelerate&#34;)
[How to Layout the Battery Sector with &#34;Prosperity Upturn + Rich Catalysts&#34;?]
The fundamental trends and technological catalysts within the battery sector are expected to support the continuation of strong stock price performance; however, the overall industrial chain of the battery sector is long, involving complex links, and there are many catalytic factors, making individual stock investment more challenging. It may be better to choose index investments to &#34;reduce dimensions&#34; and more quickly grasp the historic explosive opportunities in the battery sector!
ETF investment can be divided into two steps: first, select an index that is most closely aligned with the current energy storage explosion and solid-state battery catalysts; second, select an ETF that is large in scale, has good liquidity, and low investment costs.
The Battery ETF China Universal (159796) has a significantly higher energy storage content than its peers, with a high solid-state battery content! From the current perspective of various segments within the battery sector, the energy storage segment is benefiting from unexpected overseas demand, with a rapid reversal in supply and demand relationships, and the price increase logic in sub-segments is strong. Attention should be focused on the energy storage content of the Battery ETF China Universal (159796) index, which reaches 58%, leading the same index and will fully benefit from the explosion of the energy storage sub-segment! Additionally, solid-state batteries, as a new technology, are continuously catalyzing hotspots, with enormous growth potential in the future. The solid-state battery content of the Battery ETF China Universal (159796) index reaches 46%, fully benefiting from the growth opportunities brought by breakthroughs in solid-state battery technology!
(Note: Energy storage content and solid-state battery content are based on whether the constituent stocks include the concepts of &#34;energy storage&#34; and &#34;solid-state batteries&#34; in their &#34;popular concepts.&#34;)
Furthermore, the largest weighted industry in the Battery ETF China Universal (159796) index is battery chemicals, with a weight ratio as high as 32%, which is expected to benefit comprehensively from the recovery of upstream material prices driving the prosperity of the entire industrial chain.
<img src="https://imageproxy.pbkrs.com/https://inews.gtimg.com/om_bt/Obd8YTTeqxsQfyn7eQZ2CqwetrSfG0_h_EtSNEhwtP8HkAA/641?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://inews.gtimg.com/om_bt/Obd8YTTeqxsQfyn7eQZ2CqwetrSfG0_h_EtSNEhwtP8HkAA/641"/>
Note: Based on the Shenwan three-level industry statistics, as of March 30, 2026
In comparison to the top ten constituent stocks, the Battery ETF China Universal (159796) focuses on two major golden sectors: energy storage and power batteries, with the third-weight stock, the leading photovoltaic inverter, accounting for 7.8%. Other similar indices do not include this constituent stock, and it also covers leading global power battery companies, solid-state battery pioneers, and other advantageous enterprises.

Note: Data source from the China Securities Index official website and the National Securities Index official website, as of March 30, 2026
The Battery ETF China Universal (159796) accurately depicts the three core technological directions of battery materials, power batteries, and energy storage batteries, with a relatively small proportion of energy metals like lithium and cobalt and complete vehicles, reducing the cyclical nature of energy metals like lithium and cobalt and the consumption attributes of complete vehicle companies on the investment rhythm of the battery industry, while proactively targeting the core driving forces of industrial technological iteration and demand explosion!
Currently, the Battery ETF China Universal (159796) leads in scale and has the lowest fee rate. Among the ETFs tracking the China Securities Battery Theme Index (CS Battery Index), the Battery ETF China Universal (159796) significantly leads in scale! Additionally, the management fee for the Battery ETF China Universal (159796) is only 0.15% per year, the lowest in its category, striving to provide investors with a good investment experience! For off-market investments, attention can be paid to the linked funds (Class A: 012862; Class C: 012863), to seize the &#34;second spring&#34; opportunity in the battery sector with one click!
Risk Warning: Funds have risks, and investment requires caution. This material is for promotional purposes only and does not constitute any legal document. The operation time of funds in our country is relatively short and cannot reflect all stages of stock market development. Investment has risks, and the fund manager promises to manage and utilize fund assets with the principles of honesty, credit, diligence, and responsibility, but does not guarantee that this fund will definitely make a profit, nor does it guarantee minimum returns. The past performance of the fund does not indicate its future performance, and the performance of other funds managed by the fund manager does not constitute a guarantee of the fund's performance. Investors should carefully read the &#34;Fund Contract,&#34; &#34;Prospectus,&#34; and &#34;Product Information Summary&#34; and other legal documents of the fund. The fund manager reminds investors of the &#34;buyer bears the risk&#34; principle of fund investment. The above funds belong to a higher risk level (R4) product, suitable for investors whose risk tolerance level assessment results are aggressive (C4) and above after customer risk assessment. The customer-product risk level matching rules can be found on the China Universal official website. When investors subscribe/redeem ETF fund shares, the subscription and redemption agent brokers may charge a commission of no more than 0.50%, which includes relevant fees charged by the securities exchange, registration agency, etc. For the sales fees of other funds, please refer to the corresponding fund's prospectus, product information summary, and other legal documents

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On April 7th, the A-share market warmed up, with the new energy sector performing strongly. Great Power rose over 4%, and the battery ETF China Universal CSI Battery Theme ETF once increased nearly 2%. The 14th International Energy Storage Summit attracted 800 manufacturers to exhibit, with sodium-ion batteries becoming the focus. A team from the Chinese Academy of Sciences published results in Nature Energy, successfully developing a non-flammable electrolyte that can be polymerized, achieving the world's first thermal runaway prevention in ampere-hour level sodium-ion batteries. The tense international situation may affect global risk assets and oil prices

腾讯新闻 - 财经

China Universal CSI Battery Theme ETF

Great Power

Sodium-ion battery makes a significant breakthrough, achieving ampere-hour level thermal runaway prevention for the first time globally! Great Power rises over 4%, and the battery ETF China Universal rises nearly 2% at one point! The ESIE conference concludes successfully, what are the highlights?