ChinaAMC CSI New Energy ETF

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

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

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

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

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

Xiamen Xingye Group and CATL's Puquan Capital Sign Strategic Cooperation Agreement to Explore New Energy and AI Sectors

JPMorgan Sees Potential in CATL's AIDC Energy Storage Ecosystem

Baillie Gifford Reduces Holding in Ganfeng Lithium by 2.4971 million Shares

CATL Chief Scientist Wu Kai: AI Driving Battery Material R&D Revolution

Qijing Smart Auto Completes Over 1 Billion Yuan Financing With CATL and Bosch

BlackRock Increases Stake in CATL to 6.05%

CATL Begins Module Assembly in Hungary

Chinese Lithium Battery Industry Sets New Record in Production Capacity, Energy Storage Cells Drive Growth

CATL to Invest 735 Million USD to Expand 40 GWh Sodium-Ion Battery Capacity

159637

515030

561910

512460

159752

516270

516850

159147

159796

516160

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

Hua Xia CSI New Energy Vehicles ETF

China Merchants CSI Battery Theme ETF

ChinaAMC CSI Battery Thematic ETF

E Fund CSI Battery Thematic ETF

SWS MU CSI Interior New Energy ETF

Huaan CSI Interior 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

02809

516660

159368

09809

On April 9, He Yang, Deputy Administrator of China's National Energy Administration, met with Selwin Hart, UN Secretary-General's Special Advisor on Climate Action and Assistant Secretary-General, in Beijing. Both sides exchanged views on deepening cooperation. He Yang stated that China continues to strengthen its energy security capabilities by accelerating the construction of a green, low-carbon, safe, and efficient new energy system. China possesses advanced technologies and rich solutions in the field of clean energy and is willing to enhance communication and coordination with the UN to actively promote international cooperation in clean energy

Wallstreetcn

GX CN CLN EN

Huaan CSI New Energy Vehicles ETF

ChinaAMC ChiNext New Energy ETF

GX CN CLN EN-U

Head of China's National Energy Administration Meets with UN Secretary-General's Special Advisor on Climate Action and Assistant Secretary-General

159190

159566

159387

159122

516090

According to the "Energy Storage Industry Research White Paper 2026," it is projected that by 2030, China's cumulative installed capacity of new energy storage will exceed 370 million kilowatts, an increase of over 1.5 times compared to the end of the "14th Five-Year Plan" period. With the rising proportion of new energy power generation, the demand for long-duration regulation resources in the power system is increasing. It is expected that the average duration of new energy storage will approach 3.5 hours, driving the industrialization of long-duration storage technologies such as flow batteries and compressed air

Tianhong ChiNext New Energy ETF

E Fund CNI New Energy Battery ETF

Guotai ChiNext New Energy ETF

Fullgoal ChiNext New Energy ETF

E Fund CSI New Energy ETF

China's New Energy Storage Scale to Exceed 370 Million Kilowatts by 2030

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

腾讯新闻 - 财经

Tianhong CSI Photovoltaic Industry ETF

Huatai-PB CSI Photovoltaic Industry ETF

Guotai CSI Photovoltaic Industry ETF

GF CNI New Energy Vehicle Battery ETF

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

中证新能

Dacheng CSI Battery Thematic ETF

China Merchants CSI Photovoltaic Industry ETF

ChinaAMC CSI Photovoltaic Industry ETF

CNI New Energy

Ping An CSI Photovoltaic Industry ETF

Wanjia CNI NEV Battery ETF

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

KGRN

159625

562550

562960

562010

159875

The Financial Times commented that China's long-term investments in clean technology and electrification transformation have demonstrated unique resilience amid the Middle East conflict. Only about 6% of China's energy consumption is exposed to the risks of the Strait of Hormuz, and due to the limited impact of global energy price fluctuations, the competitiveness of Chinese exporters has increased. China's manufacturing capabilities in green technologies such as solar energy, batteries, and electric vehicle components are outstanding, attracting investors' attention to Chinese green energy stocks

KraneShares MSCI China Clean Tech Ind ETF

Harvest CNI Green Power ETF

ChinaAMC Green Electricity ETF

E Fund CSI Green Power ETF

Hwabao CSI Green Energy ETF

Harvest CSI New Energy ETF

Global Outlook | British Media: Energy Transition Makes China More Resilient in the Face of Middle East Conflicts

科创新能

589960

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 SSE STAR New Energy ETF

新能源

Penghua ChiNext New Energy ETF

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

601016

300953

600032

The New Energy ETF ChinaAMC (516850) rose 0.53 on March 25, 2026, with holdings in CECWPC and Zhejiang Provincial New Energy hitting the daily limit, and Zhenyu TECH rising over 7%. In the past two days, net inflows exceeded 10 million yuan, demonstrating a strong capital absorption effect. The escalation of geopolitical conflicts has led to a surge in global fossil energy prices, making the cost-effectiveness of new energy more prominent, becoming the new main line in the market. Huaxin Securities pointed out that geopolitical conflicts are reshaping the global energy landscape, with countries' energy policies shifting towards self-sufficiency and diversified alternatives, making new energy a core strategic choice

CECWPC

Zhenyu TECH

Zhe jiang Provincial New Energy

Energy security is expected to become the new main line of the market! New Energy ETF ChinaAMC (516850) has seen continuous net inflows for two consecutive days

In January, the electricity price for distributed photovoltaic projects in Shandong, Jiangsu, and other regions dropped to 0.01 yuan per kilowatt-hour, breaking the expectations of the owners. This change stems from the new policy of "full market settlement for distributed renewable energy" implemented from January 1, 2026, marking the departure of distributed photovoltaic from guaranteed purchase and entering the era of market-based electricity prices. With the rapid growth of new energy installed capacity, the power grid can no longer guarantee full purchase, promoting the process of electricity price marketization reform

1 cent per kilowatt-hour, distributed photovoltaic power has completely "changed"!

MCHI

Han Wenxiu, Deputy Director of the Central Financial Committee Office, stated in Beijing that China's independent innovation capability has crossed a turning point, and external forces are difficult to reverse this development. China will accelerate the construction of a new energy system, increase the proportion of new energy supply, safely replace fossil energy, and promote the peak consumption of coal and oil. The goal is to achieve a 25% share of non-fossil energy consumption during the 14th Five-Year Plan period and reduce carbon dioxide emissions per unit of GDP by 17%, contributing to the global response to climate change

iShares MSCI China

Han Wenxiu: China's independent innovation capability has surpassed the turning point, and external forces are difficult to reverse

ChinaAMC CSI New Energy ETF(516850.SH)

Battery-themed ETFs strengthen again, institutions optimistic about long-term opportunities in the industry

Head of China's National Energy Administration Meets with UN Secretary-General's Special Advisor on Climate Action and Assistant Secretary-General

China's New Energy Storage Scale to Exceed 370 Million Kilowatts by 2030

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

Global Outlook | British Media: Energy Transition Makes China More Resilient in the Face of Middle East Conflicts