GF Fund CNI New Energy Battery ETF

Energy Storage Lithium Battery Market Sentiment Continues to Rise

National Energy Administration Releases Statistics on New Registered New Energy Generation Projects in December 2025

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Commodity futures closed. The main polysilicon contract hit the limit up, lithium carbonate rose over 5%, container shipping Europe route futures, crude oil, and low sulfur fuel oil gained over 3%, while Shanghai nickel, fuel oil, and industrial silicon increased over 2%. Caustic soda fell over 3%, and BR rubber declined over 2%

Wallstreetcn

Yunnan Tin

HSPC

Pro Ultr Bloomberg Crude Oil

Penghua Guozheng Non-ferrous Metal Industry ETF

ProShares Ultra Energy

ChinaAMC CSI Photovoltaic Industry ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

China Merchants CSI Battery Theme ETF

Us Brent Oil

Penghua CSI Photovoltaic Industry ETF

Guotai CSI Non-ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

United States Oil Fund LP

SPDR O&G Ex & Prd

Penghua SSE STAR New Energy ETF

iShares US Oil & Gas Expl & Prod

E Fund CNI New Energy Battery ETF

ChinaAMC CSI Petrochemical Industry ETF

China Universal CSI Oil & Gas Resources ETF

ICBCCS CNI NEV Battery ETF

ICBCCS CSI SEEE Carbon Neutral ETF

Hwabao WP CSI Non-ferrous Metal ETF

China Southern CSI New Energy ETF

Invesco Solar ETF

Harvest CSI Battery Theme ETF

Harfor CSI Rare Metals Theme ETF

China Universal CSI Energy ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

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Today, the lithium mining sector in the A-share market saw a rapid surge in the afternoon, with Chengxin Lithium hitting the daily limit, and stocks such as Yongxing Materials, YOUNGY, and TIANQI LITHIUM also rising simultaneously. The core logic of the market includes tightening overseas lithium mining supply policies, limited domestic lithium mining capacity, high growth in downstream energy storage and new energy vehicle demand, and a stabilization and rebound in lithium carbonate prices. With the upgrade of overseas lithium mining export controls and a phased contraction in domestic lithium supply, the dual drivers are boosting downstream demand, leading to a sustained high growth in lithium resource consumption, a recovery in industry profit expectations, and an upward trend in the lithium mining sector

腾讯新闻 - 财经

YOUNGY

Hua Xia CSI New Energy Vehicles ETF

E Fund CSI Battery Thematic ETF

TIANQI LITHIUM

Chengxin Lithium

YONGXING MATERIALS

Positive resonance! Lithium mines surged in the afternoon, Chengxin Lithium hit the limit up, and demand for energy storage + new energy vehicles continues to grow!

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Currently, changes in the geopolitical landscape have made energy security a national strategy. The escalation of the situation in the Middle East has led to damage to oil and gas facilities, exacerbating global energy tensions and driving the energy substitution process in various countries. Investors can seize investment opportunities by focusing on ETF products related to power generation, power transmission, and energy storage, such as the CSI Green Power Index, Hang Seng China A Power Grid Equipment Thematic Index, and Guozheng New Energy Battery Index. These indices focus on the core segments of the power industry chain, characterized by low valuations and significant potential, especially in the context of the current global energy crisis, where the low valuation attribute is particularly prominent

Hwabao CSI Green Energy ETF

FullGoal CSI Green Power ETF

Wanjia CNI NEV Battery ETF

ChinaAMC CSI Grid Equipment Thematic ETF

E Fund CSI Green Power ETF

E Fund CSI New Energy ETF

GF Fund Hang Seng China A Power Grid Equipment ETF

Invesco Great Wall CNI New Energy Vehicle Battery ETF

Xingyin Guozheng New Energy Vehicle Battery ETF

ChinaAMC Green Electricity ETF

Guotai Hang Seng China A Power Grid Equipment ETF

CCB Principal Guozheng New Energy Vehicle Battery ETF

GF CNI New Energy Vehicle Battery ETF

E Fund Hang Seng China A Power Grid Equipment ETF

Energy security is prioritized, what are the indices related to "electricity"?

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In recent years, the battery sector has attracted investor attention due to energy storage demand and technological advancements. There are three major battery indices in the market: the New Energy Vehicle Battery Index, the New Energy Battery Index, and the CSI Battery Theme Index. They differ in business coverage and constituent stocks. The New Energy Vehicle Battery Index focuses on power batteries, the New Energy Battery Index concentrates on energy storage batteries, while the CSI Battery Theme Index encompasses power, storage, and consumer batteries. The top ten constituent stocks of each index overlap, but due to their different focuses, the constituent stocks also vary

Fullgoal CSI Battery Theme ETF

China Universal CSI Battery Theme ETF

Why do different "batteries" have different price fluctuations? An article dissects three major battery indices

The E Fund CNI New Energy Battery ETF (159566) has received a net inflow of 1.794 billion yuan in the past 6 days, increasing its scale to 3.478 billion shares, setting a new high. The Guozheng New Energy Battery Index (980027) rose by 0.50%. Huatai Securities pointed out that although lithium prices have been fluctuating weakly due to events in the Middle East, it is expected that the global supply and demand for lithium carbonate will remain in tight balance by 2026. The battery industry chain has performed outstandingly during the market adjustment, and expectations for a rebound in new energy vehicle demand have strengthened

The energy storage battery ETF E Fund has received continuous net inflows of funds for nearly 6 days, totaling nearly 1.8 billion yuan, and the global lithium carbonate is expected to maintain a tight balance in supply and demand

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On March 20, over 4,700 stocks in the A-share market fell, and the SSE Index dropped below 4,000 points, hitting a new low for the year. The lithium battery sector performed strongly against the trend, with an increase of over 2%. Despite the volatility in the new energy sector, it remains in an overall downward state. Yang Delong, chief economist of Qianhai Kaiyuan Fund, stated that the short-term market adjustment will not affect the long-term trend and suggested focusing on emerging industries such as robotics, chips, and energy storage. Individual stocks in the energy storage sector performed strongly, with some stocks hitting the daily limit

SSE Index

Tianhong CSI Robot ETF

GF Fund CNI Semiconductor Chips ETF

Huaan CSI Interior New Energy ETF

Guotai CES Semiconductor Chip Industry ETF

ChinaAMC CSI Battery Thematic ETF

China Merchants CSI Robot ETF

Harvest SSE STAR Chip ETF

ChinaAMC Guozheng Semiconductor Chip ETF

ChinaAMC CSI Robot ETF

Big ups and downs! The lithium battery sector is experiencing severe fluctuations, and short sellers still have a short-term advantage

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Recently, the concept of energy security has gained strong traction, becoming the core investment theme in the market, with power-related sectors rising across the board. The escalation of geopolitical conflicts has led to a restructuring of the global energy landscape, and energy security has become a consensus among countries. Power assets, due to their distributed characteristics and low resource requirements, have become a beneficiary direction for alternative energy. The entire power industry chain is expected to see an increase in prosperity, with areas such as power generation, transmission, and storage becoming key investment focuses

Harvest CNI Green Power ETF

Select Sect Spdr Util

VG Utilities

ISHRS S&P Glb Utilities

Huatai-Pb CSI All Share Power Public Service ETF

iShares S&P Global Clean Energy

First Trust S-Network Future Vehicles & Tech ETF

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

Bosera CSI All Share Electric Utilities ETF

How to invest in "electric" assets as energy security goes mainstream?

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On March 16, Aijian Securities released a research report on the power equipment industry, pointing out that the production scheduling of photovoltaic modules increased in March, while silicon material prices declined. The production scheduling of photovoltaic modules is expected to reach 44-45GW, with 32-33GW domestically and 11-12GW overseas. The production volume of battery cells is 219GWh, with a global total of 232GWh, both showing significant growth. Silicon material prices slightly decreased, with dense polysilicon at 46.50 yuan/kg and monocrystalline silicon wafers at 105 yuan/piece. The bidding prices for energy storage systems have risen, with the average winning bid price for lithium iron phosphate battery systems at 0.6643 yuan/Wh

Tianhong CSI Photovoltaic Industry ETF

China Merchants CSI Photovoltaic Industry ETF

Huatai-PB CSI Photovoltaic Industry ETF

Institution: March photovoltaic module production scheduling increases, silicon material prices decline

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On March 11th, the new energy sector experienced a strong surge, with sub-sectors such as batteries, photovoltaic equipment, and energy storage collectively rising, and the Guozheng New Energy Battery Index increased by 4.36%. Funds accelerated their inflow into the new energy sector, mainly supported by three key logics: energy security, strong performance fundamentals, and room for catch-up. Leading companies like CATL released better-than-expected earnings forecasts, alleviating market concerns about rising resource prices and attracting investor attention. Overall, the new energy sector demonstrates core allocation value in a volatile market

CATL

Capital accelerates layout in the new energy sector, highlighting long-term allocation value

GF Fund CNI New Energy Battery ETF(159305.SZ)