Battery ETF Huaxia(512460) has experienced net capital inflows for three consecutive days. Lithium battery exports are growing rapidly, and energy storage demand continues to stay strong.

As of April 2, 2026 at 14:13, the CSI Battery Theme Index (931719) fell 2.65%. In terms of constituent stocks, Shouhang New Energy led the declines with a drop of 8.43%, Kehua Data fell 6.02%, Himoe Co., Ltd. fell 5.85%, Tainai Technology fell 5.69%, and Sungrow Power Supply fell 5.57%. China’s Battery ETF Huaxia (512460) fell 2.90%, with the latest quote at 0.94 yuan.

On the news front, the secretary-general of the China Passenger Car Association wrote that in 2026, lithium batteries, as an advantaged category for China’s “new three products” exports, are expected to maintain a high growth rate before export tax rebates are reduced. In January to February 2026, lithium battery exports reached $14.2 billion, up 46%. Against the backdrop of sluggish exports of solar batteries—another “new three products” category—and intensifying industry competition, lithium battery exports have delivered resilient growth by leveraging diversified market positioning.

Ping An Securities noted that Europe, Australia, and the Asia-Africa markets have all shown standout performance, and it is bullish on opportunities in the residential energy storage sector. Driven by rising natural gas prices, energy security, and subsidies, key markets for residential energy storage have performed impressively. With grid support, new energy substitution, and the trend toward computing-power integration, the large-scale energy storage and commercial energy storage sectors are also expected to grow rapidly. For residential-commercial energy storage, demand conditions in Europe, Australia, and emerging markets are broadly favorable.

From the perspective of net capital inflows, China’s Battery ETF Huaxia has received consecutive days of net capital inflows over the past 3 days. It saw a maximum single-day net inflow of 10.77 million yuan, totaling 19.5388 million yuan in net inflows, with an average daily net inflow of 6.5129 million yuan.

China’s Battery ETF Huaxia closely tracks the CSI Battery Theme Index. The CSI Battery Theme Index selects securities of listed companies whose businesses involve power batteries, energy storage batteries, consumer electronics batteries, and the upstream and downstream companies in related industrial chains as index samples, to reflect the overall performance of securities of listed companies in the battery theme.

Data shows that as of March 31, 2026, the top ten weighted stocks of the CSI Battery Theme Index (931719) are Ningde Times, Sungrow Power Supply, Sanhua Zhihong, EVE Energy, Tianci Materials, Inovance Intelligent, Deye Co., Ltd., Gremi, Enjie Shares, and Gotion High-Tech. The combined share of the top ten weighted stocks is 49.82%.