As of April 13, 2026, 09:52, the CSI Photovoltaic Industry Index (931151) rose by 0.42%. The constituent stocks include DeYe Co., Ltd. rising by 7.81%, Quartz Co., Ltd. rising by 7.38%, GoodWe rising by 5.86%, Hongyuan Green Energy rising by 4.28%, and Zhejiang Xinneng rising by 3.60%. The photovoltaic ETF Ping An (516180) rose by 0.35%, with the latest price reported at 0.86 yuan.
The battery supply chain remains active, with CATL's stock price reaching a historical high. In terms of news, since 2026, the lithium battery market has continued to maintain a high level of prosperity. According to the latest research data from Dazhong Times Think Tank, tracking the production capacity of the top 20 battery manufacturers in the industry, the total production capacity of China's lithium battery market in April 2026 is approximately 235GWh, a month-on-month increase of 7.3%, with energy storage cell production accounting for 41.3%.
Dongguan Securities pointed out that the new energy vehicle market began a seasonal recovery in March, enhancing the economic viability of electric vehicles against the backdrop of high oil prices, leading to improved demand expectations. Energy storage maintains a strong supply and demand, with domestic new energy storage capacity price compensation policies encouraging growth, a surge in overseas AI data center construction, and geopolitical conflicts in the Middle East driving up energy prices, further boosting energy storage demand. In March, the total production of power and energy storage batteries in China was 177.7GWh, a month-on-month increase of 25.5% and a year-on-year increase of 50.2%. The pre-production capacity in April continues to rise month-on-month, indicating strong downstream demand. Recently, the Ministry of Industry and Information Technology, the National Development and Reform Commission, the State Administration for Market Regulation, and the National Energy Administration held a symposium for enterprises in the power and energy storage battery industry to deploy work related to regulating industrial competition order. They will continue to promote capacity warning control, standardize price competition, compress supplier payment periods, strengthen product quality supervision, combat intellectual property infringement, and address &#34;involution and externalization.&#34; Overall, the supply and demand pattern of the industry chain is expected to continue to improve throughout the year, with both volume and price expected to rise. The industrialization of solid-state batteries is progressing, with a concentrated rollout of all-solid-state battery pilot lines expected within the year. The development of solid-state batteries brings incremental demand for upgrades in the material system and equipment segments of the industry chain. It is recommended to pay attention to leading companies in various segments of the industry chain, especially in areas with price elasticity such as batteries, lithium carbonate, 6F, VC, lithium iron phosphate, and separators. In the solid-state battery field, priority should be given to the equipment segment and core material solid-state electrolyte segment that benefit first, while continuously monitoring the iterative upgrade materials such as new positive and negative electrodes, single-walled carbon nanotubes, and composite copper foils.
The photovoltaic ETF Ping An closely tracks the CSI Photovoltaic Industry Index, which selects no more than 50 of the most representative listed company securities involved in the upstream, midstream, and downstream of the photovoltaic industry chain as index samples to reflect the overall performance of the listed company securities in the photovoltaic industry.
Data shows that as of March 31, 2026, the top ten weighted stocks in the CSI Photovoltaic Industry Index (931151) are TBEA, LONGi Green Energy, Sungrow Power Supply, TCL Technology, DeYe Co., Ltd., Tongwei Co., Ltd., Maiwei Co., Ltd., Robotech, Chint Electric, and Jiejia Weichuang, with the top ten weighted stocks accounting for a total of 53.34%
Photovoltaic ETF Ping An (516180), off-market connection (Ping An CSI Photovoltaic Industry ETF Connection Initiation A: 026720; Ping An CSI Photovoltaic Industry ETF Connection Initiation C: 026721), related index funds (Ping An CSI Photovoltaic Industry Index A: 012722; Ping An CSI Photovoltaic Industry Index C: 012723; Ping An CSI Photovoltaic Industry Index E: 024618).
Risk Warning: Funds carry risks, and investments should be made cautiously. The fund manager promises to manage and utilize fund assets based on the principles of honesty, credit, diligence, and responsibility, but does not guarantee that this fund will definitely make a profit, nor does it guarantee a minimum return. The fund manager reminds investors of the &#34;buyer bears the risk&#34; principle in fund investments. After making investment decisions, investors bear the investment risks arising from the fund's operational status and changes in the fund's net value. The past performance of the fund and its net value does not predict its future performance. The performance of other funds managed by the fund manager does not constitute a guarantee of this fund's performance. When investors purchase funds, they may share in the profits generated by the fund's investments according to their holdings, but they may also bear the losses brought about by the fund's investments. Investors should carefully read the &#34;Fund Contract,&#34; &#34;Prospectus,&#34; and other legal documents of the fund to fully understand the risk-return characteristics and product features of this fund, and judge whether the fund is suitable for the investor's risk tolerance based on their investment objectives, investment horizon, investment experience, and asset status, rationally assess the market, and make investment decisions cautiously. The relevant information in this material comes from publicly available sources deemed reliable by the fund manager, and the relevant opinions, assessments, and forecasts reflect current judgments, which may change in the future. Any market opinions contained in this material are based on corresponding assumptions, and any assumptions may change at any time. The fund manager does not promise or guarantee that any predictive market opinions will necessarily be realized. The individual stocks mentioned in the material do not constitute investment recommendations or advice. The fluctuations in the secondary market of ETF funds do not represent the actual return rate of the fund; investors should pay attention to the risks of price fluctuations in the market

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The photovoltaic ETF Ping An rose by 0.35%, and the CSI Photovoltaic Industry Index increased by 0.42%. The battery supply chain is active, with CATL's stock price reaching a historic high. In April 2026, the total production capacity of China's lithium battery market is approximately 235GWh, a month-on-month increase of 7.3%. In March, the combined output of power and energy storage batteries was 177.7GWh, a month-on-month increase of 25.5%. The Ministry of Industry and Information Technology and other departments held a symposium to deploy the regulation of industrial competition. The industrialization of solid-state batteries is advancing, and it is recommended to pay attention to leading companies in the battery and related materials segments

腾讯新闻 - 财经

CATL

E Fund CSI Battery Thematic ETF

Huatai-PB CSI Photovoltaic Industry ETF

Penghua CSI Photovoltaic Industry ETF

ChinaAMC CSI Photovoltaic Industry ETF

Ping An CSI Photovoltaic Industry ETF

China Merchants CSI Photovoltaic Industry ETF

The photovoltaic ETF Ping An is on the rise, and the battery industry chain is strongly surging