Revisiting "Lithium" Thoughts, Gaining Strength in "Energy Storage" — A Commentary on the Surge in the New Energy Sector

腾讯新闻 - 财经
2026.04.10 03:58
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Today, the new energy sector led the gains, with the ChiNext new energy ETF rising over 5%. Battery production reached a new high, with an expected net profit attributable to the parent company of 3.171 billion yuan in 2025, a year-on-year increase of 7.1%. The expected net profit attributable to the parent company for the first quarter of 2026 is between 1.1 billion and 1.2 billion yuan, a year-on-year increase of 55.91% to 70.08%. The demand for energy storage has significantly increased, and production is expected to continue to grow in April. Overseas policies support the development of new energy, and the industry's high prosperity has been validated