Dacheng CSI Battery Thematic ETF

688223

01772

03750

300750

159155

In March 2026, the national industrial producer price index (PPI) changed from a year-on-year decrease of 0.9% in the previous month to an increase of 0.5%, with a month-on-month increase of 1.0%, marking the first increase after 41 consecutive months of decline. The rebound in photovoltaic and lithium battery prices is seen as a positive signal, but it is still in the preliminary clearing stage. Experts point out that despite the complex international situation and abundant domestic supply, the CPI growth rate is expected to continue to rise moderately, and the PPI growth rate may continue to rise, with the annual growth rate of industrial product prices being moderate and controllable

腾讯新闻 - 财经

Jinko Solar

GANFENGLITHIUM

CATL

LONGi

Aiko Solar

Canmax Technologies

TRINA SOLAR

TIANQI LITHIUM

Ganfeng Lithium

Hwabao WP CSI Subdivision Chemical Industry Theme ETF

Ping An CSI Photovoltaic Industry ETF

Guotai CSI Photovoltaic Industry ETF

GF CNI New Energy Vehicle Battery ETF

March PPI welcomes a key turnaround, "anti-involution" effects release as prices of photovoltaics and lithium batteries rise consecutively

561910

512460

159796

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

China Merchants CSI Battery Theme ETF

ChinaAMC CSI Battery Thematic ETF

China Universal CSI Battery Theme ETF

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

159566

159857

515790

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

E Fund CNI New Energy Battery ETF

Tianhong CSI Photovoltaic Industry ETF

Huatai-PB CSI Photovoltaic Industry ETF

CCB Principal Guozheng New Energy Vehicle Battery ETF

ChinaAMC ChiNext New Energy ETF

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

China Southern CSI New Energy ETF

中证新能

Huaan CSI Interior New Energy ETF

China Merchants CSI Photovoltaic Industry ETF

ChinaAMC CSI New Energy ETF

ChinaAMC CSI Photovoltaic Industry ETF

CNI New Energy

Wanjia CNI NEV Battery ETF

Tianhong ChiNext New Energy 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

The price of battery-grade lithium carbonate has risen, with short-term fluctuations in lithium resources and strong long-term demand. The battery ETF ChinaAMC (512460) fell by 1.30%, with the latest quote at 0.99 yuan. The CSI Battery Theme Index (931719) dropped by 1.51%. The battery industry is entering a high prosperity cycle driven by both power and energy storage, with demand expected to exceed 3 million tons by 2030. Galaxy Futures pointed out that there are concerns about the stability of lithium resource supply in the short term, and attention should be paid to the impact of geopolitical conflicts

The price of battery-grade lithium carbonate is rising, lithium resources are experiencing short-term fluctuations while long-term demand remains strong, and the battery ETF ChinaAMC (512460) is receiving significant attention

300274

300953

The solid-state battery industry has entered a critical verification period, with pilot testing and vehicle installation tests for all-solid-state batteries expected to start in 2026. The battery ETF ChinaAMC (512460) fell by 0.52%, with the latest quote at 0.96 yuan. The CSI Battery Thematic Index (931719) slightly decreased by 0.03%, with component stocks showing divergent performance; Zhenyu TECH had the largest increase, while Sungrow Power Supply had the largest decrease. Policy support for the development of solid-state batteries is accelerating the layout of leading enterprises, laying the foundation for small-scale mass production in 2027

Sungrow Power Supply

Zhenyu TECH

The solid-state battery industry has entered a critical verification period, and the battery ETF ChinaAMC (512460) is expected to continue benefiting

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%

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

As of March 30, 2026, the CSI Battery Theme Index fell by 0.80%. The Battery ETF ChinaAMC (512460) decreased by 1.18%. Kyushu University in Japan and a German research team have developed new materials to promote the research and development of high-performance energy storage batteries. The domestic lithium battery industry chain is recovering, with a projected 30% growth in global lithium demand by 2026. Policy support and market demand will drive the development of the energy storage industry, and the Battery ETF ChinaAMC closely tracks the CSI Battery Theme Index, reflecting the overall performance of battery-themed listed companies

With breakthroughs in energy storage technology and high demand growth, the battery ETF ChinaAMC (512460) has attracted significant capital attention

As of March 30, 2026, the CSI Battery Theme Index fell by 0.98%, and the Battery ETF Huaxia dropped by 1.28%. The supply and demand relationship in the lithium battery industry has improved, and material profitability is recovering, with expectations for significant growth in performance in the first quarter of 2026. Retail data for new energy passenger vehicles indicates that from early March to the 22nd, retail sales reached 495,000 units, with a narrowing year-on-year decline. GF Securities pointed out that with the acceleration of local replacement subsidies, the lithium battery sector will welcome a repair window of volume, price, and profit resonance

The decline of the battery ETF Huaxia continues to narrow, institutions: the lithium battery sector is expected to welcome a window for quantity and price resonance repair

Dacheng CSI Battery Thematic ETF(159155.SZ)

March PPI welcomes a key turnaround, "anti-involution" effects release as prices of photovoltaics and lithium batteries rise consecutively

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

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 "instant charging," focusing on battery ETFs and the opportunity for adjustments in ChinaAMC

The price of battery-grade lithium carbonate is rising, lithium resources are experiencing short-term fluctuations while long-term demand remains strong, and the battery ETF ChinaAMC (512460) is receiving significant attention