E Fund CSI Battery Thematic ETF

BATT

ILIT

515030

159175

159840

Lithium prices have surged past 200,000 due to ongoing supply chain disruptions, particularly from Zimbabwe, where logistical challenges are delaying shipments of lithium concentrate until mid-July. This has resulted in a tight supply for May and June. Meanwhile, demand is expected to rise with new car launches and a rebound in new energy vehicle sales. Increased exports and growth in energy storage are also boosting battery production. The situation highlights a supply-demand imbalance exacerbated by shipping delays from Zimbabwe.

CoinLive

Amplify Lithium & Battery Tech ETF

iShares Lithium Miners and Producers ETF

Global X Lithium & Battery Tech

Hua Xia CSI New Energy Vehicles ETF

ICBCCS CNI NEV Battery ETF

Lithium Prices Surge Amid Supply Chain Disruptions

002466

002192

09696

159566

159305

002240

002756

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

TIANQI LITHIUM

E Fund CNI New Energy Battery ETF

GF Fund CNI New Energy Battery ETF

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!

300750

515790

159863

515370

03750

516180

516230

The photovoltaic ETF Ping An rose by 0.35%, and the CSI Photovoltaic Industry Index increased by 0.42%. The battery supply chain is active, with CATL's stock price reaching a historic high. In April 2026, the total production capacity of China's lithium battery market is approximately 235GWh, a month-on-month increase of 7.3%. In March, the combined output of power and energy storage batteries was 177.7GWh, a month-on-month increase of 25.5%. The Ministry of Industry and Information Technology and other departments held a symposium to deploy the regulation of industrial competition. The industrialization of solid-state batteries is advancing, and it is recommended to pay attention to leading companies in the battery and related materials segments

CATL

Huatai-PB CSI Photovoltaic Industry ETF

Penghua CSI Photovoltaic Industry ETF

ChinaAMC CSI Photovoltaic Industry ETF

Ping An CSI Photovoltaic Industry ETF

China Merchants CSI Photovoltaic Industry ETF

The photovoltaic ETF Ping An is on the rise, and the battery industry chain is strongly surging

159637

561910

512460

159147

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

China Merchants CSI Battery Theme ETF

ChinaAMC 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

561160

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

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

Multiple leading battery cell companies achieved record production volumes in 2023, with global energy storage installation growth expected to exceed 40% by 2026. The Chinese energy storage market is experiencing strong growth, with a cumulative installed capacity expected to reach 144.7GW by the end of 2025, and new installed capacity surpassing 100GW for the first time. Global energy storage battery shipments are projected to reach 651.5GWh in 2025, with all top ten companies being Chinese, and CATL's market share exceeding 26%

Multiple leading battery cell companies have set production volumes at a historic high, and the global energy storage installation growth rate may exceed 40%

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560390

Last week (March 9 - March 13), the A-share market showed structural differentiation, with the Shanghai Composite Index slightly down by 0.7%, while the Shenzhen Component Index rose by 0.76%. Battery and new energy ETFs performed strongly, with the energy and chemical ETF increasing by 11.27%. Despite an overall outflow of funds from ETFs, the power grid equipment ETF still demonstrated strong capital attraction. Several battery companies reported annual performance growth, driving the CSI Battery Index up by 8.4%

GF CNI New Energy Vehicle Battery ETF

E Fund Hang Seng China A Power Grid Equipment ETF

ChinaAMC CSI Grid Equipment Thematic ETF

Guotai Hang Seng China A Power Grid Equipment ETF

Dacheng CSI Battery Thematic ETF

GF Fund Hang Seng China A Power Grid Equipment ETF

CCB Principal Yisheng Czce Zhengzhou Commodity Exchange Energy and Chemical Futures ETF

ETF Weekly Review: Strong Rise in Batteries and New Energy, While Power Grid Equipment and Nonferrous Metals Attract Capital Against the Trend

As of March 11, the energy storage battery ETF E Fund (159566) has risen over 4.5%, and the battery ETF E Fund (159175) has risen over 4%. Geopolitical situations are driving countries' demands for energy autonomy and control, making distributed solar storage a key infrastructure. Developed countries continue to introduce subsidies for household storage, while demand for household storage in third-world countries has surged. The energy storage industry has entered a high prosperity cycle due to essential safety needs, policy dividends, and overseas market orders

Energy security combined with a high prosperity cycle, the E Fund CSI Battery Thematic ETF and the E Fund CNI New Energy Battery ETF are receiving significant attention

E Fund CSI Battery Thematic ETF(159175.SZ)