Fullgoal CSI Battery Theme ETF

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

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

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

Zheshang Securities Maintains Buy Rating on Sanhua Intelligent Controls, Optimistic About Robot Business Breakthrough

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

Xlead Intelligent and Beijing Humanoid Robot Innovation Center Sign Strategic Cooperation Agreement

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

X 先导 g Intelligent Capable of Full Process Delivery for Sodium-ion Battery Manufacturing

Zhisheng Intelligent Control Focuses on Environmental Thermal Management Solutions

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

Battery Export Rebate Rate Cut to Impact Energy Storage Industry

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The Ministry of Industry and Information Technology, the National Development and Reform Commission, the State Administration for Market Regulation, and the National Energy Administration held a symposium for enterprises in the power and energy storage battery industry to deploy work on regulating industrial competition order. The meeting required the consolidation and deepening of industry competition norms, promoting capacity warnings, regulating price competition, compressing supplier payment terms, supervising product quality, and combating intellectual property infringement, among other tasks. It also discussed a list of negative behaviors related to irrational competition in the industry and promoted high-quality industrial development

AASTOCKS

BYD COMPANY

BYD Company Limited

CATL

BYD Company

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Hua Xia CSI New Energy Vehicles ETF

The Ministry of Industry and Information Technology and others held a symposium for battery industry enterprises to continuously deepen the governance of "involution and externalization" and other work

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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

腾讯新闻 - 财经

ICBCCS CNI NEV Battery ETF

China Merchants CSI Battery Theme ETF

GF Fund CNI New Energy Battery ETF

GF CNI New Energy Vehicle Battery ETF

China Universal CSI Battery Theme ETF

CCB Principal Guozheng New Energy Vehicle Battery ETF

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

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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

ChinaAMC CSI Battery Thematic ETF

Amplify Lithium & Battery Tech ETF

China Southern CSI Battery Thematic ETF

E Fund CSI Battery Thematic ETF

Global X Lithium & Battery Tech

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

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The lithium battery sector surged on March 27, with the lithium battery index rising by 3.18%. Among 104 listed companies, 92 saw their stock prices increase, with multiple stocks such as YOUNGY and Shinghwa hitting the daily limit. The price of lithium carbonate showed significant fluctuations; due to Zimbabwe's suspension of lithium ore exports, the main contract price of lithium carbonate once rose to 187,700 points, then fell back to 143,900 points, but as of March 27, it rose again to 168,440 points, with a single-day increase of 6.12%. Yahua Group is in communication with Zimbabwe to strive for the resumption of exports

Shinghwa

Dacheng CSI Battery Thematic ETF

YOUNGY

Yahua Group

The lithium battery sector is experiencing a strong rise. What are the new developments on both the supply and demand sides?

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On March 27th, 78 stocks hit the daily limit, with a consecutive limit-up rate of 30%. The lithium battery and pharmaceutical sectors performed strongly, with YOUNGY and several other lithium mining stocks hitting the daily limit. Despite adjustments in the power sector, high-quality stocks still performed well. The pharmaceutical sector also saw significant increases in several individual stocks, indicating an overall improvement in market sentiment

Tianhong CNI BIOMEDICINE ETF

Guotai CSI Bio-medicine ETF

Fullgoal Hang Seng SCHK Innovative Drug & Healthcare ETF

ChinaAMC Hang Seng Biotechnology Technology ETF(QDII)

GF CSI HK Innovative Drugs Industry ETF(QDII)

ChinaAMC SSE STAR Biology and Medicine ETF

E Fund CSI Biotechnology Theme ETF

China Merchants CSI Biotechnology Theme ETF

ChinaAMC CSI Biotechnology Theme ETF

E Fund Hang Seng SCHK Innovative Drug ETF

E Fund CSI 300 Health Care ETF

Hwabao WP Hang Seng SCHK Innovative Drug Select ETF

Penghua CSI HK Connect Health Care Composite ETF

Bosera Hang Seng Health Care ETF(QDII)

Huaan CSI Subdivision Medicine ETF

Huaan Hang Seng Biotech ETF

Bosera Hang Seng SCHK Innovative Drug Select ETF

March 27th Continuous Limit-Up Stock Analysis: Continuous Limit-Up Stock Advancement Rate 30%, Lithium Battery and Pharmaceutical Sectors Surge Together

36Kr learned that the main contract for lithium carbonate futures rose by 6%, reaching 152,800 yuan/ton

36Kr

The main contract for lithium carbonate futures rose by 6%

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On March 23, lithium mining stocks performed actively, with Guocheng Mining hitting the daily limit and Fulin Precision rising over 10%. A report from Jiangyin International pointed out that the production scheduling in the lithium battery industry chain is recovering, and the demand for the whole year is looking positive. Changcheng Securities expects a significant increase in the bidding capacity for lithium iron phosphate energy storage by 2026. The global installed capacity of power batteries for electric vehicles grew by 10.7% year-on-year, with Chinese companies holding a market share of 73.3%. Morgan Asset Management stated that the turning point in the supply and demand pattern of the lithium battery industry chain is expected to appear in the second half of the year, and the market will realize the strong growth in first-quarter performance

Guocheng Mining

Fulin Precision

Institutions claim that a turning point in the supply and demand pattern of lithium batteries is about to emerge, Guocheng Mining hits the limit up

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On March 20, over 4,700 stocks in the A-share market fell, and the SSE Index dropped below 4,000 points, hitting a new low for the year. The lithium battery sector performed strongly against the trend, with an increase of over 2%. Despite the volatility in the new energy sector, it remains in an overall downward state. Yang Delong, chief economist of Qianhai Kaiyuan Fund, stated that the short-term market adjustment will not affect the long-term trend and suggested focusing on emerging industries such as robotics, chips, and energy storage. Individual stocks in the energy storage sector performed strongly, with some stocks hitting the daily limit

China Southern CSI New Energy ETF

SSE Index

Tianhong CSI Robot ETF

GF Fund CNI Semiconductor Chips ETF

Huaan CSI Interior New Energy ETF

Guotai CES Semiconductor Chip Industry ETF

China Merchants CSI Robot ETF

Harvest SSE STAR Chip ETF

E Fund CNI New Energy Battery ETF

ChinaAMC Guozheng Semiconductor Chip ETF

ChinaAMC CSI Robot ETF

Big ups and downs! The lithium battery sector is experiencing severe fluctuations, and short sellers still have a short-term advantage

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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%

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

GF Fund Hang Seng China A Power Grid Equipment ETF

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

ChinaAMC CSI New Energy ETF

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

Fullgoal CSI Battery Theme ETF(561160.SH)

The Ministry of Industry and Information Technology and others held a symposium for battery industry enterprises to continuously deepen the governance of "involution and externalization" and other work

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

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

The lithium battery sector is experiencing a strong rise. What are the new developments on both the supply and demand sides?

March 27th Continuous Limit-Up Stock Analysis: Continuous Limit-Up Stock Advancement Rate 30%, Lithium Battery and Pharmaceutical Sectors Surge Together