Battery ETF Huaxia adjusts its stance, energy storage installation continues to grow rapidly, and solid-state batteries may reach a key milestone in industrialization

As of April 1, 2026, 14:44, the China Securities Battery Theme Index (931719) declined by 0.45%.
In terms of constituent stocks, gains and losses are mixed, with Zhenyu Technology leading the rise by 7.04%, Hangke Technology up by 4.06%, and Atess up by 3.83%;
Sunshine Power led the decline by 11.35%, Hunan Yuneo down by 4.35%, and Penghui Energy down by 4.08%.
Battery ETF Huaxia (512460) fell by 0.62%, with the latest price at 0.96 yuan.

On the news front, according to the incomplete statistics from CNESA DataLink Global Energy Storage Database, by the end of 2025, China’s installed capacity of power storage projects reached 213.3 GW, accounting for 43.0% of the global market, a year-on-year increase of 54%.
Among them, new energy storage projects reached a total installed capacity of 144.7 GW, accounting for more than two-thirds of the total domestic power storage capacity, achieving a 45-fold increase from the end of the 13th Five-Year Plan, and representing 51.9% of the global new energy storage market.

Dongguan Securities stated that 2026 is a critical window for pilot verification of all-solid-state batteries, with policies accelerating implementation—The national standard for “Solid-State Batteries for Electric Vehicles” will be officially implemented in July 2026, first quantifying all-solid-state (loss rate ≤0.5%), semi-solid, and liquid batteries;
Coupled with the “14th Five-Year Plan” designating it as a core future industry track, the industrialization process of solid-state batteries is moving from technical validation to vehicle installation testing. Car companies such as FAW Hongqi, GAC, Geely, and Chery have already launched dense verification of all-solid-state batteries for vehicle installation.

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 battery-themed listed companies.

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 Controls, EVE Energy, Tianci Materials, XianDai Intelligent, Deye Co., GreenMe, Enjie Co., and Guoxuan High-tech, with the top ten weights accounting for 49.82% in total.