China Merchants CSI Battery Theme ETF

Tax Plan for Lithium Batteries Sparks ETF Fund Inflows

Sales Surge of Energy Storage Batteries Drive Battery Industry Rebound

Zimbabwe Implements Lithium Concentrate Export Quotas, Expected to Support Lithium Prices

CS Battery Index Down, Rapid Growth in Energy Storage Market

The Energy Storage Sector Rebounds Due to Multiple Positive Factors

159183

561910

Bald Hill lithium mine announces resumption of production, planning to gradually ship by 2026. The space for low-priced lithium mines in Australia to resume production is basically cleared, with limited new supply. Analysis points out that the lithium battery industry chain continues to rise, highlighting the allocation value of the New Energy Vehicle ETF (159183) and Battery ETF (561910)

同壁财经

China Merchants CSI New Energy Vehicles ETF

Core Lithium Ltd

CS新能车

CATL

Sungrow Power Supply

CATL HK SDR 30to1

Bald Hill lithium mine resumes production! Australia's low-priced suspended mines are basically cleared, and the new energy vehicle ETF (159183) and battery ETF (561910) welcome supply clearance signals

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As of the midday close on April 22, the market opened low but recovered, with all three major indices posting modest gains. Optical fiber concept stocks performed strongly, with multiple individual stocks hitting the limit up. Meanwhile, the non-ferrous metals sector and sodium battery concept stocks also showed activity, with some stocks reaching the limit up. Film and television stocks underwent a correction, falling more than 6%. Overall morning trading volume reached 1.59 trillion yuan; the Shanghai Composite Index rose 0.24%, while both the Shenzhen Component Index and ChiNext Index gained 0.63%

Wallstreetcn

ChinaAMC CSI 5G Communication ETF

ChinaAMC CSI Battery Thematic ETF

ETERN

Hangzhou Cables

Huludao Zinc

Yuguang Gold&Lead

ZHUZHOU SMELTER

Enlight Media

BONA

ChiNext

SSE Index

Shenzhen Index

April 22 Midday Market Review: ChiNext Index Opens Low and Rises, Gaining 0.63%; Optical Fiber Concepts Continue to Surge

In March, sales of energy storage batteries surged by 115%, reaching 60.4 GWh, driving the battery ETF (561910) to rise for six consecutive days. The combined sales of power and energy storage batteries totaled 175.1 GWh, a year-on-year increase of 51.6%. The new energy vehicle market is recovering, and the economic advantages of electric vehicles are becoming apparent. The industrialization of solid-state batteries is accelerating, with new national standards expected to be implemented in July, promoting technological advancement. Institutions are generally optimistic about the continued growth of the entire energy storage industry chain

腾讯新闻 - 财经

Sales of energy storage batteries doubled in March! Battery ETF (561910) aims for six consecutive days of gains

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Commodity futures closed. The main polysilicon contract hit the limit up, lithium carbonate rose over 5%, container shipping Europe route futures, crude oil, and low sulfur fuel oil gained over 3%, while Shanghai nickel, fuel oil, and industrial silicon increased over 2%. Caustic soda fell over 3%, and BR rubber declined over 2%

Yunnan Tin

HSPC

Pro Ultr Bloomberg Crude Oil

Penghua Guozheng Non-ferrous Metal Industry ETF

ProShares Ultra Energy

ChinaAMC CSI Photovoltaic Industry ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

GF Fund CNI New Energy Battery ETF

Us Brent Oil

Penghua CSI Photovoltaic Industry ETF

Guotai CSI Non-ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

United States Oil Fund LP

SPDR O&G Ex & Prd

Penghua SSE STAR New Energy ETF

iShares US Oil & Gas Expl & Prod

E Fund CNI New Energy Battery ETF

ChinaAMC CSI Petrochemical Industry ETF

China Universal CSI Oil & Gas Resources ETF

ICBCCS CNI NEV Battery ETF

ICBCCS CSI SEEE Carbon Neutral ETF

Hwabao WP CSI Non-ferrous Metal ETF

China Southern CSI New Energy ETF

Invesco Solar ETF

Harvest CSI Battery Theme ETF

Harfor CSI Rare Metals Theme ETF

China Universal CSI Energy ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

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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

E Fund 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

CCB Principal Guozheng New Energy Vehicle Battery ETF

China Universal CSI Battery Theme ETF

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

The New Energy Vehicle ETF (159183) and the Battery ETF (561910) rose against the market downturn, increasing by 0.2% and 0.61%, respectively. Recently, the new battery safety regulations and V2G pilot projects have been introduced in the new energy vehicle sector. The former will promote the survival of the fittest in the industry, while the latter provides profit opportunities for vehicle owners. The V2G pilot in Hefei has facilitated the energy storage and supply transformation of new energy vehicles through subsidies and technical support, bringing new business models and market opportunities

The New Energy Vehicle ETF (159183) and Battery ETF (561910) are performing strongly against the trend, with new battery safety regulations and the implementation of V2G pilots expected to drive industry upgrades

Lithium ore supply tightens, Zimbabwe will implement export quotas for lithium concentrates, benefiting battery material companies. Sales of new energy vehicles in Europe are rebounding, with March sales reaching 216,000 units, a year-on-year increase of 3.7% and a month-on-month increase of 48.7%, with a penetration rate rising to 30.6%. The industrialization of solid-state batteries is accelerating, with QingTao Energy filing with the Hong Kong Stock Exchange, attracting market attention. The new energy industry chain is experiencing a triple resonance due to improvements in supply and demand and technological breakthroughs, making related ETFs China Merchants (159183, 561910) attractive for investment

Tightening lithium supply + Recovery of European demand + Acceleration of solid-state industrialization! 159183, 561910 welcome a triple resonance

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At the 14th International Energy Storage Summit, CATL showcased a sodium-ion battery with over 15,000 cycles, expected to be commercialized within this year. The CSI Battery Theme Index fell by 2.59%, and the ChinaAMC Battery ETF dropped by 2.44%. Century Securities pointed out that the price of energy storage cells has risen, with overall raw material costs supporting prices. As energy storage demand increases, the industry will enter a peak season, and the ChinaAMC Battery ETF recently received a net inflow of 26.1758 million yuan, averaging 6.544 million yuan per day

Dacheng CSI Battery Thematic ETF

Cycle over 15,000 times! "King Ning" sodium battery debuts, battery ETF ChinaAMC helps seize the growth dividend of the energy storage industry

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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

GF CNI New Energy Vehicle Battery ETF

Fullgoal 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

Guotai CSI Photovoltaic Industry ETF

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

中证新能

China Merchants CSI Photovoltaic Industry ETF

CNI New Energy

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

China Merchants CSI Battery Theme ETF(561910.SH)

Bald Hill lithium mine resumes production! Australia's low-priced suspended mines are basically cleared, and the new energy vehicle ETF (159183) and battery ETF (561910) welcome supply clearance signals

April 22 Midday Market Review: ChiNext Index Opens Low and Rises, Gaining 0.63%; Optical Fiber Concepts Continue to Surge

Sales of energy storage batteries doubled in March! Battery ETF (561910) aims for six consecutive days of gains

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