Overseas demand supports the high prosperity of the lithium battery industry, and Huaxia Battery ETF has attracted significant market attention.

GateUser-bd883c58 · 2026-04-11T07:18:15+00:00

As of April 1, 2026, the CSI Battery Theme Index declined by 0.33%, with component stocks showing mixed performance. Although domestic sales face short-term pressure, exports of new energy vehicles have increased significantly year-on-year, driving growth in power battery installations. The solid-state battery industry is accelerating its commercialization, with mass production expected to be achieved by 2030. Battery ETFs closely follow the index performance, with the top ten weighted stocks accounting for nearly 50%.

GateUser-bd883c58

2026-04-11 07:18:15

Abstract generation in progress

As of 15:00 on April 1, 2026, the China Securities Battery Theme Index (931719) declined by 0.33%.
In terms of constituent stocks, gains and losses were mixed, with Zhengyu Technology leading the gains at 6.86%, Hangke Technology up 4.06%, and Atess up 3.52%;
Sunshine Power led the declines at 10.82%, Penghui Energy down 4.38%, and Hunan Yune down 4.18%.
The Battery ETF Huaxia (512460) fell by 0.31%, with the latest price at 0.96 yuan.

CITIC Securities believes that the current lithium battery industry chain has entered a peak season of “volume first, price follow.”
Although domestic sales are under short-term pressure, exports of new energy vehicles in March increased by 110% year-on-year, showing strong export performance.
Combined with the rising electrification rate of commercial vehicles, the installed capacity of power batteries remains year-on-year growth, and overseas demand is expected to become a core support for the industry.

Guotai Junan points out that the industrialization process of solid-state batteries is accelerating.
Technical routes are gradually converging, with sulfide electrolytes becoming mainstream.
It is expected that small batch vehicle installation will be achieved by 2027, and mass production will enter the stage by 2030.
In addition, emerging scenarios such as low-altitude economy and humanoid robots also open significant incremental space for battery technology.

The Battery ETF Huaxia closely tracks the China Securities Battery Theme Index.
The China Securities Battery Theme Index selects listed companies involved in power batteries, energy storage batteries, consumer electronics batteries, and related upstream and downstream industries as index samples,
to reflect the overall performance of listed companies in the battery theme.

Data shows that as of March 31, 2026, the top ten weights of the China Securities Battery Theme Index (931719) are CATL, Sunshine Power, Sanhua Intelligent Control, EVE Energy, Tianci Materials, Lead Intelligent, Deye Co., Greenmei, Enjie Co., and Guoxuan High-tech,
with the top ten weights accounting for a total of 49.82%.

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