ChinaAMC CSI Battery Thematic ETF

MI Outlines New Battery Development Plan; Solid-State Battery Technology Moves to Pilot Production

CS Battery Theme Index Components Mixed, Solid-State Battery Technology Commercialized

515050

561910

512460

As of the midday close on April 22, the market opened low but recovered, with all three major indices posting modest gains. Optical fiber concept stocks performed strongly, with multiple individual stocks hitting the limit up. Meanwhile, the non-ferrous metals sector and sodium battery concept stocks also showed activity, with some stocks reaching the limit up. Film and television stocks underwent a correction, falling more than 6%. Overall morning trading volume reached 1.59 trillion yuan; the Shanghai Composite Index rose 0.24%, while both the Shenzhen Component Index and ChiNext Index gained 0.63%

Wallstreetcn

ChinaAMC CSI 5G Communication ETF

China Merchants CSI Battery Theme ETF

ETERN

Hangzhou Cables

Huludao Zinc

Yuguang Gold&Lead

ZHUZHOU SMELTER

Enlight Media

BONA

ChiNext

SSE Index

Shenzhen Index

April 22 Midday Market Review: ChiNext Index Opens Low and Rises, Gaining 0.63%; Optical Fiber Concepts Continue to Surge

159637

515030

159175

159752

516850

159147

159796

516160

Affected by the continuous high volatility of international oil prices and the high investor sentiment in the new energy sector, the A-share battery sector performed strongly last week (April 6 to 10). Last Friday (April 10), several battery-themed ETFs dominated the ETF market's gainers list. Multiple institutions analyzed that the current valuation system of the new energy sector is undergoing a fundamental reconstruction, which is expected to support the upward shift of the valuation center of the new energy sector, making related industrial investment opportunities worth looking forward to. (China Securities Journal)

36Kr

Eastmoney Fund CSI New Energy Vehicles ETF

Hua Xia CSI New Energy Vehicles ETF

E Fund CSI Battery Thematic ETF

SWS MU CSI Interior New Energy ETF

Huaan CSI Interior New Energy ETF

ChinaAMC CSI New Energy ETF

China Southern CSI Battery Thematic ETF

Harvest CSI Battery Theme ETF

CCB Principal Guozheng New Energy Vehicle Battery ETF

China Universal CSI Battery Theme ETF

China Southern CSI New Energy ETF

Battery-themed ETFs strengthen again, institutions optimistic about long-term opportunities in the industry

516180

562960

515790

The chairmen of China's battery and solar companies are advocating for stricter regulations to address overcapacity and competition issues that are harming profits and stability in the industry. They emphasize the need for top-down planning to prevent project overlap and excess capacity, which currently exceeds market demand significantly. Proposals include banning low-level production without technological advantages and establishing mandatory sales standards. Despite growth potential from geopolitical tensions and AI demand, manufacturers are facing profit declines, prompting regulators to intervene to curb irrational competition.

SCMP

Ping An CSI Photovoltaic Industry ETF

E Fund CSI Green Power ETF

Huatai-PB CSI Photovoltaic Industry ETF

China’s energy bosses push for tighter rules as overcapacity bites

601899

GOLD

From March 30 to April 3, the A-shares experienced fluctuations and adjustments, with a total net outflow of 24.427 billion yuan from stock-type ETFs and cross-border ETFs in the Shanghai and Shenzhen markets. ETFs related to gold and batteries received favorable funding, while communication and coal-related ETFs faced sell-offs. The Sci-Tech Innovation Pharmaceutical ETF performed well, rising by 6.72%; the leading photovoltaic ETF performed poorly, falling by 12.07%. Xiangcai Securities expects to focus on ETFs in the oil and petrochemical, pharmaceutical and biotechnology, and basic chemical industries next week

腾讯新闻 - 财经

Agnico Eagle Mines

Zijin Mining

Gold.com

SD-GOLD

Kinross Gold

Roundhill Gold Miners Weeklypay ETF

EFUND GOLD MI ETF

VanEck Gold Miners ETF

iShares MSCI Global Gold Miners

SPDR Gold Minishares

Sprott GLD Miners Etf

Microsectors Gold Miners 3x Leveraged ETN

Pro Ultr GLD

E Fund Gold ETF

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

ChinaAMC Gold ETF

GF CNI New Energy Vehicle Battery ETF

EFUND GOLD MI-R

GLOBAL X Gold Explorers

VanEck Junior Gold Miners ETF

iShares Gold Trust

Abrdn Gold ETF Trust

SPDR Gold Shares

Us Gbl GLD & Met

A-shares experience fluctuations and adjustments, while ETFs such as gold and batteries are favored by investors

300750

159155

03750

At the 14th International Energy Storage Summit, CATL showcased a sodium-ion battery with over 15,000 cycles, expected to be commercialized within this year. The CSI Battery Theme Index fell by 2.59%, and the ChinaAMC Battery ETF dropped by 2.44%. Century Securities pointed out that the price of energy storage cells has risen, with overall raw material costs supporting prices. As energy storage demand increases, the industry will enter a peak season, and the ChinaAMC Battery ETF recently received a net inflow of 26.1758 million yuan, averaging 6.544 million yuan per day

CATL

Dacheng CSI Battery Thematic ETF

Cycle over 15,000 times! "King Ning" sodium battery debuts, battery ETF ChinaAMC helps seize the growth dividend of the energy storage industry

159840

002812

ENERGY TECHNOLOGY leads the world in innovation in the lithium battery separator field. As the "heart valve" of lithium batteries, separators play a key role in ensuring battery safety and performance. With the increasing proportion of non-fossil energy consumption in China, the safety and reliability of lithium batteries have become particularly important. The year 2026 is a critical period for China to achieve carbon peaking, and the ultra-thin separators produced by ENERGY TECHNOLOGY's smart factories demonstrate China's leading position in new energy materials

ICBCCS CNI NEV Battery ETF

ENERGY TECHNOLOGY

"China Membrane" leads the world, ENERGY TECHNOLOGY and the battle for the "heart valve" of lithium batteries

159190

159566

159387

159122

516090

According to the "Energy Storage Industry Research White Paper 2026," it is projected that by 2030, China's cumulative installed capacity of new energy storage will exceed 370 million kilowatts, an increase of over 1.5 times compared to the end of the "14th Five-Year Plan" period. With the rising proportion of new energy power generation, the demand for long-duration regulation resources in the power system is increasing. It is expected that the average duration of new energy storage will approach 3.5 hours, driving the industrialization of long-duration storage technologies such as flow batteries and compressed air

Tianhong ChiNext New Energy ETF

E Fund CNI New Energy Battery ETF

Guotai ChiNext New Energy ETF

Fullgoal ChiNext New Energy ETF

E Fund CSI New Energy ETF

China's New Energy Storage Scale to Exceed 370 Million Kilowatts by 2030

159857

The export tax rebate policy for photovoltaic batteries will be fully canceled starting April 1, 2026, and the tax rebate rate for battery products will be adjusted in two phases. This policy adjustment marks the end of the era of export tax subsidies for China's photovoltaic and battery industries. Experts point out that as the competitiveness of the new energy industry strengthens, it is necessary to adjust policies in a timely manner to adapt to the new situation. Photovoltaic and battery products have become iconic products of China's green trade, and it is expected that the export scale of related products will reach 1.3 trillion yuan by 2025

Tianhong CSI Photovoltaic Industry ETF

ChinaAMC ChiNext New Energy ETF

Guotai CSI Photovoltaic Industry ETF

Bocom Schroders CNI NEW ENERGY Index Fund(LOF)-A

中证新能

China Merchants CSI Photovoltaic Industry ETF

ChinaAMC CSI Photovoltaic Industry ETF

CNI New Energy

Wanjia CNI NEV Battery ETF

The export tax rebate for photovoltaic cells will come to an end, marking a turning point for industry development

The world's first quantum battery is expected to achieve instantaneous charging, potentially reshaping the energy storage and transportation landscape. The China Securities Battery Theme Index (931719) fell by 2.20% as of April 2, 2026, while the Battery ETF ChinaAMC (512460) decreased by 2.39%. The industrialization of solid-state batteries continues to advance, and Dongguan Securities suggests paying attention to leading companies in batteries and related materials. The Battery ETF ChinaAMC has seen a net inflow of funds over the past three days, accumulating a total of 19.5388 million yuan

The world's first quantum battery is expected to achieve "instant charging," focusing on battery ETFs and the opportunity for adjustments in ChinaAMC

561160

BATT

Cui Dongshu, Secretary-General of the China Passenger Car Market Information Joint Conference, stated that lithium battery exports reached USD 14.2 billion in the first two months of 2026, a year-on-year increase of 46%. As a key category of the "new three samples" in mainland China, lithium batteries have shown resilient growth despite a sharp decline in exports to the United States, which fell to 9.7%. The main market is the European Union, accounting for 43.1% of demand

AASTOCKS

Fullgoal CSI Battery Theme ETF

Amplify Lithium & Battery Tech ETF

Global X Lithium & Battery Tech

Cui Dongshu from the China Passenger Car Association: Lithium battery exports reached 14.2 billion USD in the first two months, with a sharp decline in lithium battery exports to the United States

ChinaAMC CSI Battery Thematic ETF(512460.SH)