Overseas demand supports the high prosperity of lithium batteries, and the battery ETF ChinaAMC is receiving significant market attention

As of April 1, 2026, the CSI Battery Theme Index fell by 0.33%, and the battery ETF ChinaAMC fell by 0.31, with the latest quote at 0.96 yuan. Although domestic sales are under short-term pressure, the export of new energy vehicles has increased by 110% year-on-year, and overseas demand is expected to become a core support for the industry. The industrialization process of solid-state batteries is accelerating, and it is expected to enter the stage of large-scale production by 2030. The top ten weighted stocks account for a total of 49.82%