GF CNI New Energy Vehicle Battery ETF

BYD's Fangchengbao Breaks 400,000 Sales Milestone, with T7 SUV Making Significant Contribution

BYD Ranks Fifth on the 2026 Kantar BrandZ Top 10 Most Valuable Global Automotive Brands List

BYD Announces Its Advanced Driver-Assistance System (ADAS) Equipped Vehicle Parc Has Exceeded 2.99 Million Units

BYD's third-generation Yuan PLUS will be launched on May 21

Over 10 car companies, including BYD, have raised prices on some models

BYD applies for a vehicle seat patent to enhance the layout flexibility of smart cabins

BYD sales in China slow as overseas deliveries skyrocket

China's Auto Patents Surge, BYD's Quarterly R&D Expenses Exceed 10 Billion Yuan

BYD launches three new energy vehicles in Bangladesh

BYD Executive Responds to Doubts Over Singular Battery Technology Route, Stating Multiple Routes Are Being Developed Simultaneously

Ganfeng Lithium Secures Orders Through H1 2027, Capacity Fully Booked, Plans 50% Output Increase Next Year

William O'Neil Resumes Coverage of Sanhua Intelligent Controls with Buy Rating

BYD launches new intelligent in-car radio with off-grid communication support

CATL partners with Shanxi to build aluminum-lithium dual-driven new energy industrial cluster

BYD's Fang Cheng Bao 'Leopard' Smart Charging Pile Relaunched

BYD, Mercedes, and Red Bull Consortium Bid for Alpine Team Shares and Engine Plant

Pop Star Wang Leehom Confirms Entire Denza Endorsement Fee Was Used to Purchase BYD Stock

BYD Executive Confirms Talks with Stellantis and Other Carmakers to Acquire Idle European Factories

BYD and other auto giants discuss the future of smart mobility in Thailand

A shipment of nearly 5,000 BYD vehicles is heading to Australia to meet growing local demand for electric and plug-in hybrid vehicles.

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300014

02208

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159755

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China's new energy industry is facing issues of internal competition. The Ministry of Industry and Information Technology and three other departments held a symposium, emphasizing the need to resist unreasonable competition and proposing measures such as capacity warnings and regulating price competition. The energy storage industry is experiencing rapid expansion with price reductions; the price of lithium iron phosphate battery cells has significantly dropped, leading to a capacity utilization rate of less than 40%. There is severe homogenization, and companies are competing through price reductions, which brings quality and safety risks

腾讯新闻 - 财经

Hua Xia CSI New Energy Vehicles ETF

GOLDWIND

China Southern CSI SEEE CARBON NEUTRAL ETF

ChinaAMC Green Electricity ETF

Jinko Solar

CATL

Penghua SSE STAR New Energy ETF

Goldwind

TRINA SOLAR

LONGi

E Fund CSI Green Power ETF

BYD Company

BYD COMPANY

BYD Company Limited

The country is entering a phase of anti-energy storage competition, and the "tuition fees" for wind and solar power cannot be paid in vain

01772

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

GANFENGLITHIUM

Aiko Solar

Canmax Technologies

TIANQI LITHIUM

Ganfeng Lithium

Hwabao WP CSI Subdivision Chemical Industry Theme ETF

Dacheng CSI Battery Thematic ETF

Ping An CSI Photovoltaic Industry ETF

Guotai CSI Photovoltaic Industry ETF

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

159566

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159840

159156

159305

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Currently, changes in the geopolitical landscape have made energy security a national strategy. The escalation of the situation in the Middle East has led to damage to oil and gas facilities, exacerbating global energy tensions and driving the energy substitution process in various countries. Investors can seize investment opportunities by focusing on ETF products related to power generation, power transmission, and energy storage, such as the CSI Green Power Index, Hang Seng China A Power Grid Equipment Thematic Index, and Guozheng New Energy Battery Index. These indices focus on the core segments of the power industry chain, characterized by low valuations and significant potential, especially in the context of the current global energy crisis, where the low valuation attribute is particularly prominent

E Fund CNI New Energy Battery ETF

Hwabao CSI Green Energy ETF

ICBCCS CNI NEV Battery ETF

FullGoal CSI Green Power ETF

Wanjia CNI NEV Battery ETF

ChinaAMC CSI Grid Equipment Thematic ETF

E Fund CSI New Energy ETF

GF Fund Hang Seng China A Power Grid Equipment ETF

Invesco Great Wall CNI New Energy Vehicle Battery ETF

Xingyin Guozheng New Energy Vehicle Battery ETF

GF Fund CNI New Energy Battery ETF

Guotai Hang Seng China A Power Grid Equipment ETF

CCB Principal Guozheng New Energy Vehicle Battery ETF

E Fund Hang Seng China A Power Grid Equipment ETF

Energy security is prioritized, what are the indices related to "electricity"?

159323

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According to data from the China Passenger Car Market Information Joint Conference, the retail sales of new energy passenger vehicles in March were 784,000 units, a year-on-year decrease of 21% and a month-on-month increase of 69%. The cumulative retail sales this year reached 1.844 million units, a year-on-year decrease of 24%. The wholesale volume of new energy vehicles was 1.126 million units, unchanged year-on-year and a month-on-month increase of 56%. The overall retail sales of passenger vehicles in March were 1.657 million units, a year-on-year decrease of 15% and a month-on-month increase of 60%

AASTOCKS

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

GX CN EV BATT

Fullgoal New Energy Vehicles Index Fund-A

Fullgoal Hang Seng SCHK Automobile ETF

China Universal CSI New Energy Vehicles Industry Index Initiating Fund(LOF)-C

Global X Autonomous & Electric V

China Universal CSI New Energy Vehicles Industry Index Initiating Fund(LOF)-A

GF Fund CSI Hong Kong Connect Automobile Industry Thematic ETF

GX CN EV BATT-U

Guotai CSI 800 Automobile and Parts ETF

Ping An CSI New Energy Vehicles Industry ETF

China Southern CSI New Energy ETF

ICBCCS CSI Hong Kong Connect Automobile Industry Thematic ETF

China Passenger Car Association: In March, the retail sales of new energy passenger vehicles in mainland China fell by 21% year-on-year but increased by 69% month-on-month

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

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

ChinaAMC CSI Battery Thematic 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

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In recent years, the battery sector has attracted investor attention due to energy storage demand and technological advancements. There are three major battery indices in the market: the New Energy Vehicle Battery Index, the New Energy Battery Index, and the CSI Battery Theme Index. They differ in business coverage and constituent stocks. The New Energy Vehicle Battery Index focuses on power batteries, the New Energy Battery Index concentrates on energy storage batteries, while the CSI Battery Theme Index encompasses power, storage, and consumer batteries. The top ten constituent stocks of each index overlap, but due to their different focuses, the constituent stocks also vary

China Merchants CSI Battery Theme ETF

Fullgoal CSI Battery Theme ETF

China Universal CSI Battery Theme ETF

Why do different "batteries" have different price fluctuations? An article dissects three major battery indices

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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

Huatai-PB CSI Photovoltaic Industry ETF

ChinaAMC ChiNext New Energy ETF

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

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

Tianhong ChiNext New Energy ETF

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

On April 1st, the A-share new energy sector experienced fluctuations and differentiation, with sub-sectors such as photovoltaic equipment being active, while the core index of energy storage batteries slightly fell by 0.01%. Despite short-term volatility, funds continued to flow into core assets of energy storage batteries, with the E Fund Energy Storage Battery ETF receiving a net inflow of over 3 billion yuan in March. The Guozheng New Energy Battery Index has risen by 2.7% since the beginning of the year, with an annualized growth rate of 11.8%. CITIC Securities analysis pointed out that the impact on the global energy supply chain highlights the necessity of energy self-sufficiency, and it is expected that electricity price policies will boost investment enthusiasm in the power industry, with clear long-term growth potential in the energy storage sector

The new energy sector experiences fluctuations and differentiation, with funds continuing to increase investment in core energy storage battery assets

As of April 1, 2026, the E Fund CNI New Energy Battery ETF (159566) has seen a net inflow of 156 million yuan in the past 5 days, with a scale increase of 1.169 billion yuan over the past 2 weeks and an increase of 712 million shares. The industrialization of solid-state batteries is accelerating, and 2026 will be a key verification year, with multiple automakers starting vehicle verification. In terms of policy, the national standard for "Solid-State Batteries for Electric Vehicles" will be implemented in July 2026, promoting the commercialization of technology. This ETF closely tracks the CNI New Energy Battery Index and benefits from the continued upward trend of the energy storage industry

The E Fund CNI New Energy Battery ETF has seen a net inflow of 156 million yuan in the past 5 days, and 2026 may become a key year for solid-state battery validation

On March 27th, the A-share market opened lower and then rose, with the Shenzhen Component Index increasing by more than 1%. The Shanghai Composite Index rose by 0.63%, the Shenzhen Component Index rose by 1.13%, and the ChiNext Index rose by 0.71%. The lithium battery industry chain performed prominently, with several stocks hitting the daily limit. The pharmaceutical and chemical sectors also showed active performance. The market turnover was 1.85 trillion yuan, a decrease of 90.3 billion compared to the previous day

A-share closing review: The Shenzhen Component Index opened lower and rose over 1%, with the lithium battery industry chain experiencing a full-scale explosion

GF CNI New Energy Vehicle Battery ETF(159755.SZ)

The country is entering a phase of anti-energy storage competition, and the "tuition fees" for wind and solar power cannot be paid in vain

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

Energy security is prioritized, what are the indices related to "electricity"?

China Passenger Car Association: In March, the retail sales of new energy passenger vehicles in mainland China fell by 21% year-on-year but increased by 69% month-on-month

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