Battery ETF Huaxia has experienced net capital inflows for three consecutive days, with exports of lithium batteries increasing significantly and energy storage demand continuing to improve.

As of April 2, 2026, 14:13, the CSI Battery Theme Index (931719) declined by 2.65%. In terms of constituent stocks, SAIC New Energy led the decline with an 8.43% drop, Kua Data fell by 6.02%, Hema dropped 5.85%, TianNai Technology decreased by 5.69%, and Sunshine Power dropped 5.57%. The Huaxia Battery ETF (512460) fell by 2.90%, with the latest price at 0.94 yuan.

On the news front, the Secretary-General of the China Passenger Car Association wrote that in 2026, lithium batteries, as one of China’s “New Three” export advantages, maintained high growth rates before the reduction of export tax rebates. From January to February 2026, lithium battery exports reached $14.2 billion, an increase of 46%. This contrasts sharply with the sluggish exports of solar cells, also part of the “New Three,” and the intensifying industry competition. Lithium battery exports have achieved resilient growth through diversified market deployment.

Ping An Securities pointed out that markets in Europe, Australia, and Asia-Africa performed well, showing optimism for the household storage sector. Driven by rising energy prices, energy security, and subsidies, key markets for household storage performed strongly; under the trends of grid support, renewable energy substitution, and integrated electricity calculation, large-scale storage and industrial storage sectors are also expected to grow rapidly. Regarding household and industrial storage, demand in Europe, Australia, and emerging markets is generally improving.

In terms of capital inflows, the Huaxia Battery ETF has experienced continuous net capital inflows over the past three days, with a maximum single-day inflow of 10.7729 million yuan, totaling 19.5388 million yuan, with an average daily net inflow of 6.5129 million yuan.

The Huaxia Battery ETF closely tracks the CSI Battery Theme Index, which selects listed companies involved in power batteries, energy storage batteries, consumer electronics batteries, and related upstream and downstream industries as index samples, reflecting the overall performance of battery-themed listed companies.

Data shows that as of March 31, 2026, the top ten weights in the CSI 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 stocks accounting for 49.82% of the total index weight.