Accelerating iteration of cutting-edge technologies such as solid-state batteries is making the growth trajectory of the new energy industry increasingly clear. The New Energy ETF Jiashi (159875) and Battery ETF Jiashi (562880) are gaining popularity.

On March 20, the A-share market showed significant divergence among the three major sectors today, with the ChiNext Index leading the rise at 3.30%, while the Shanghai Composite Index slightly climbed. By the close of the morning session, the CS Battery Index rose 5.55%, and the CSI New Energy Index increased by 4.73%. In terms of individual stocks, Putailai and Deye Co. hit the 10% daily limit.

As of 1:30 PM, among popular ETFs, the Battery ETF managed by Harvest (562880) rose over 4%, with a trading volume of 28.84 million yuan and a turnover rate exceeding 3.5%. According to data from Tonghuashun, this fund has increased by 56.34% in the past year. The New Energy ETF managed by Harvest (159875) also rose over 4%, with a trading volume of 12.3 million yuan and a turnover rate of 7.41%. According to Tonghuashun data, this fund has increased by 50.76% in the past year.

In terms of news, in the battery sector, the power battery industry has recently experienced concentrated catalysts. From January to February 2026, the cumulative sales of power storage batteries in China reached 262.0 GWh, a year-on-year increase of 53.8%; during the same period, the price of lithium carbonate returned to above 150,000 yuan per ton, leading to a price rise resonance in the industry chain. At the leading company level, CATL’s lithium battery sales are expected to reach 661 GWh in 2025, a year-on-year increase of 39%, with power/storage batteries increasing by 42% and 29%, respectively. The 2026 government work report continues to promote the old-for-new policy, allocating 250 billion yuan in ultra-long-term special government bonds to support the renewal of consumer goods, with new energy vehicles as a major beneficiary.

In the new energy sector, thanks to the significant enhancement of international competitiveness of domestic brands, the export performance of new energy products has been impressive. The development of the digital economy is driving collaborative improvements across the industry chain, accelerating the production of new energy equipment. Driven by the rapid iteration of cutting-edge technologies such as solid-state batteries and autonomous driving, the growth path of the industry is becoming increasingly clear, with sustained growth being solidified. Supported by strong policy backing and ongoing technological innovation, the new energy industry continues to maintain a high prosperity development trend.

CITIC Construction Investment Securities believes that under the backdrop of structural improvement in end-demand and continuous policy strengthening, the power battery industry chain remains in a high prosperity realization channel. Dongfang Securities analyzes that changes in the European energy landscape also bring catalysts to related fields. Recently, due to geopolitical factors, European natural gas prices have fluctuated significantly, highlighting the core value of energy storage in peak shaving and valley filling, combined with the implementation of various energy storage support policies by the EU and member states, which is beneficial for the release of consumer-level energy storage demand.

Risk Warning: The market has risks; investment requires caution. This article is generated by AI based on third-party data and is for reference only and does not constitute personal investment advice.