Global energy storage installations are set for explosive growth, and the ChiNext New Energy ETF from Huaxia—featuring the lowest fee rate across the entire market—has continuously “pulled in” a total of 183 million yuan over 6 days.

How does the inflow of funds in the AI · Growth Enterprise Market New Energy ETF relate to the energy storage trend?

As of 13:48 on April 1, 2026, the Growth Enterprise Market New Energy ETF China Asset Management (159368) declined 0.20%, with the latest price at 1.49 yuan. In terms of constituent stocks, gains and losses are mixed, with Zhenyu Technology leading up 7.53%, Jiejia Weichuang up 4.43%, and Maiwei Shares up 4.00%; Sunshine Power led the decline with a 10.88% drop, Penghui Energy down 3.95%, and Junxin Shares down 3.69%.

Regarding liquidity, the Growth Enterprise Market New Energy ETF China Asset Management saw a 15.73% intraday turnover, with a transaction volume of 122 million yuan, indicating active market trading. Looking at a longer timeframe, as of March 31, the average daily transaction volume for the Growth Enterprise Market New Energy ETF China Asset Management over the past week was 159M yuan.

On the news front, on March 31, the Zhongguancun Energy Storage Industry Technology Alliance released the “Energy Storage Industry Research White Paper 2026,” which predicts that from 2024 to 2035, the global cumulative installed capacity of battery energy storage will surge by 8 to 17 times. The global energy storage installation pattern will shift from being dominated by China, the United States, and Europe to gradually expanding into India, the Middle East, Southeast Asia, and other regions.

China Galaxy Securities pointed out that the escalation of conflicts in Iran has increased uncertainty in European energy supply. Countries like Spain have introduced a 5 billion euro package of measures to accelerate domestic new energy construction. Policies such as relaxing self-use distance for wind and solar, releasing dedicated grid capacity, and granting flexible grid connection rights to energy storage are removing administrative barriers. The role of natural gas power generation is shifting from the main force to a system backup, with the pace of energy transition significantly accelerating, benefiting the photovoltaic, energy storage, and supporting power equipment industries.

In terms of net fund inflows, the Growth Enterprise Market New Energy ETF China Asset Management has experienced continuous net inflows over the past six days, with the highest single-day inflow reaching 69.14 million yuan, totaling 183 million yuan in “fund attraction,” with an average daily net inflow of 30.53 million yuan.

The Growth Enterprise Market New Energy Index mainly covers the new energy and new energy vehicle industries, involving segments such as batteries and photovoltaics. It is the only 20CM growth and decline index in the new energy sector of the Growth Enterprise Market. The Growth Enterprise Market New Energy ETF China Asset Management (159368) is highly elastic, with a maximum increase of 20cm; it has the lowest fee rate, with management and custody fees totaling only 0.2%; and its energy storage content exceeds 74%, aligning with current market hotspots. (Connect A: 024419, Connect C: 024420)