中证新能

CITIC Securities Asset Management Reduces CGN Power Stake by 4.23M Shares on May 19, Raising Approx. HKD 14.44M

CGN Power Q1 2026 Revenue and Profit Dip as Fuel Replacement and Major Overhaul Weigh on Earnings

China Huaneng and Longi Green Energy Sign Strategic Cooperation Agreement in New Energy Sector

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

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

National Energy Administration Announces 41.189 GW New PV Grid-Connected Capacity in Q1 2026

Reliance Discusses Battery Components and Issues Rs 13.158 Billion Construction Proposal

CATL and Nanjing Bus Group Sign Strategic Cooperation Agreement to Deepen Full-Scenario Energy Service Layout

TBEA Responds to Profit Decline and Xinte Energy's Lower Valuation Compared to Peers

Jiangxi Issues 15th Five-Year Plan: Aiming for Over 5 Million kW Energy Storage by 2030

CATL and Tibet Development Investment Group Sign Strategic Cooperation Agreement

JPMorgan Increases Stake in Goldwind by 1.06M Shares on May 13, Holding Ratio Rises to 7.12%

Baillie Gifford sells 2.6 million shares of Ganfeng Lithium for approx 201 million HKD

JPMorgan Updates Mainland Renewable Energy Stock Model: Prefers Goldwind & Sungrow, Downgrades Longi Green Energy

TotalEnergies Visits GCL Photonics to Deepen Perovskite Global Cooperation

Listed Companies Deliver Best Three-Year Performance in 2025, Zhongwei New Materials Highlights Overseas Growth

CATL Signs Deal with Xiamen Govt and AutoX to Build Battery Bases and Advance Low-Altitude Economy

UBS Group AG Increases Stake in Tianqi Lithium by 110,000 Shares to 8.02%

CATL Affiliate to Acquire 38.1% Stake in VNET for $942 Million to Become Largest Shareholder

Longyuan Anmijinxi Wind Power Co., Ltd. Established under Longyuan Power

新能源

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The Changji Hui Autonomous Prefecture and Hami City, both rich in wind and solar resources in Xinjiang, have successively connected some prefecture-level and municipal government agencies to the green power trading market this year, promoting low-carbon transformation of public institutions while facilitating local consumption of new energy

Wallstreetcn

Guotai CSI New Energy Vehicles ETF

Fullgoal New Energy Vehicles Index Fund-A

Xinjiang's New Energy-Rich Regions Explore Transition of Government Agencies to Green Electricity

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The prosperity of the new energy industry chain continues to improve, with active performance in sectors such as photovoltaic equipment and batteries, and the China Securities New Energy Index rising by 1.70%. In March, domestic production of power and energy storage batteries saw significant growth, and electric vehicle exports surged, indicating an increase in global electrification demand. Overseas new energy construction is accelerating, with France launching a 10GW offshore wind power bidding, and the Southeast Asian market is also speeding up the construction of photovoltaic and smart grid projects. The new energy ETF Harvest closely tracks the China Securities New Energy Index, providing convenience for investors

腾讯新闻 - 财经

China Southern CSI New Energy ETF

Harvest CSI New Energy ETF

E Fund CSI New Energy ETF

The prosperity of the new energy industry chain continues to improve, overseas new energy construction is significantly accelerating, and the new energy ETF Harvest is receiving considerable attention from funds

On April 8, 2026, the new energy vehicle market showed seasonal warming, with new energy concept stocks rising strongly, and the CSI New Energy Index increased by 2.99%. Guosen Securities pointed out that the wholesale volume of new energy passenger vehicles reached 1.12 million units in March, a month-on-month increase of 55%. Battery companies are accelerating the layout of solid-state battery technology, and solid-state/solid-liquid hybrid technology is advancing towards commercial application. The new energy ETF Harvest closely tracks the CSI New Energy Index, providing convenience for investors

The new energy vehicle market is showing a seasonal warming trend, and the new energy ETF Harvest CSI New Energy ETF is making a one-click layout for new energy leaders

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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

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

Guotai CSI Photovoltaic Industry ETF

GF CNI New Energy Vehicle Battery ETF

China Merchants CSI Battery Theme ETF

China Universal CSI Battery Theme ETF

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

Dacheng CSI Battery Thematic ETF

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

ChinaAMC CSI Battery Thematic ETF

Ping An CSI Photovoltaic Industry ETF

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

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The new energy sector has recently experienced a resonance both domestically and internationally, with global geopolitical conflicts driving up oil and gas prices and promoting the development of energy security. Europe, which relies on imported fossil energy, faces greater impacts. The European Union plans to launch an investment fund to support the transition to green energy. Domestic policies such as the "dual carbon" goals and the ecological environment code are promoting the development of new energy, benefiting areas like wind, solar, and energy storage. The introduction of the electricity collaboration policy marks the country's emphasis on new energy, bringing structural opportunities

E Fund CSI Green Power ETF

First Trust Global Wind Energy

Bosera CSI All Share Electric Utilities ETF

ChinaAMC Green Electricity ETF

First Trust Nasdaq Clean Edg Liquid Series

CS新能车

Hua Xia CSI New Energy Vehicles ETF

Penghua SSE STAR New Energy ETF

GF CSI Photovoltaic faucet Leading 30 ETF

GF CSI All Share Power Public Service ETF

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

The resonance of new energy both internally and externally, wind, solar, storage, and lithium welcome comprehensive opportunities

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The new energy industry chain welcomes new growth, and the profitability turning point in the wind power industry has emerged. The CSI New Energy Index fell by 0.21%, with constituent stocks showing mixed performance. The investment boom in AI data centers is accelerating, driving structural growth in the power equipment industry. Goldwind expects the gross profit margin of wind turbines to rise to 8.95% by 2025, and the upward cycle of land wind product delivery prices will further improve profitability. The new energy ETF from Harvest closely tracks the CSI New Energy Index, providing convenience for investors

GOLDWIND

Goldwind

ChinaAMC CSI Grid Equipment Thematic ETF

The new energy industry chain welcomes additional growth, the wind power industry has shown signs of a profit turning point, and the new energy ETF Harvest is receiving significant attention from funds

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The current new energy industry is shifting from green development to the core investment line of ensuring energy security. There are three major new energy indices in the market: the CSI New Energy Index covers a wide range, including 80 companies, suitable for long-term allocation; the ChiNext New Energy Index focuses on 50 leading companies with stable performance; the SSE STAR New Energy Index emphasizes cutting-edge technologies, suitable for high-risk investors. Each of the three has its own characteristics in terms of industry coverage, market capitalization style, and volatility elasticity, allowing investors to choose suitable ETFs based on their own risk preferences

E Fund SSE STAR New Energy ETF

ChiNext New Energy

Penghua ChiNext New Energy ETF

SWS MU CSI Interior New Energy ETF

Guotai ChiNext New Energy ETF

Energy security becomes the main theme, how to choose among three ETFs?

The battery sector performed strongly, with the battery ETF tracked by China Construction Bank rising over 2% in the National Index for New Energy Vehicle Batteries. The lithium battery supply chain has seen both volume and price increases due to tightening lithium supply, with lithium carbonate prices steadily recovering and expected to continue rising over the next two years. Dongxing Securities predicts a 30% increase in global lithium battery demand by 2026, while CITIC Construction Investment Securities is optimistic about the industrialization progress in the solid-state battery field, believing that the next 10-15 years will be a strong demand cycle for lithium carbonate. Overall, the allocation value of the battery sector is worth paying attention to

The battery sector has strengthened, with the battery ETF tracked by CCB rising over 2%. A simultaneous increase in both volume and price in the lithium battery industry chain is expected

On March 26, 2026, the battery and new energy-related sectors performed strongly, with the CSI New Energy Index rising by 1.39%. Huaxin Securities pointed out that the escalation of the situation in Iran has impacted global energy supply, leading countries to shift their policies towards "self-control + diversified alternatives." New energy power generation, energy storage, and grid equipment will benefit, and the new energy ETF Harvest (159875) is expected to become a convenient tool for investors to position themselves in leading new energy companies

Under the catalysis of geopolitical conflicts, countries' energy policies are shifting towards "self-sufficiency + diversified alternatives." The new energy ETF Harvest (159875) is expected to benefit

As of March 23, 2026, the CSI New Energy Index rose by 0.47%, and the E Fund CSI New Energy ETF once increased by nearly 2%. This ETF saw a share increase of 32 million in the past week, with a net inflow of 35.8415 million yuan. CITIC Securities' research report pointed out that the rise in global energy prices may affect high-valuation and high-energy-consuming industries, while the new energy sector will benefit from the upgrade of energy security logic. Changjiang Securities mentioned that the year-on-year growth rate of electricity consumption in high-tech manufacturing reached 10.6%, reflecting an acceleration in new energy demand. The E Fund CSI New Energy ETF closely tracks the CSI New Energy Index, reflecting the overall performance of the new energy industry

The E Fund CSI New Energy ETF once surged nearly 2%, as the logic of energy security upgrades under geopolitical turmoil, and related industries in new energy are expected to benefit

中证新能(399808.SZ)

Xinjiang's New Energy-Rich Regions Explore Transition of Government Agencies to Green Electricity

The prosperity of the new energy industry chain continues to improve, overseas new energy construction is significantly accelerating, and the new energy ETF Harvest is receiving considerable attention from funds

The new energy vehicle market is showing a seasonal warming trend, and the new energy ETF Harvest CSI New Energy ETF is making a one-click layout for new energy leaders

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

The resonance of new energy both internally and externally, wind, solar, storage, and lithium welcome comprehensive opportunities