On March 11, exchange-traded funds (ETFs) focused on batteries and new energy themes delivered impressive performances, with multiple products leading gains. By market close, Jianxin Energy & Chemical ETF (159981) surged 6.03% to lead the market, closing at 1.566 yuan with a turnover of 40.64 million yuan. Shenwan Lingxin New Energy ETF (159752) rose 5.07%, while Huaan New Energy ETF (516270) climbed 4.63%, both exceeding 4% gains.
Battery ETFs collectively strengthened. Southern Battery ETF (159147) advanced 4.57%, Fullgoal Battery ETF (561160) increased 4.50%, China Universal Battery ETF (159796) grew 4.46%, E Fund Battery ETF (159175) added 4.45%, Battery ETF (561910) rose 4.27%, Harvest Battery ETF (562880) gained 4.18%, E Fund Energy Storage Battery ETF (159566) climbed 4.08%, ChiNext New Energy ETF (159368) increased 3.99%, and Dacheng Battery ETF (159155) advanced 3.89%.
Analysis suggests today's strong performance in the battery and new energy sector was driven by three main factors: First, the ongoing Korea International Battery Exhibition "InterBattery 2026" where Samsung SDI publicly demonstrated pouch-type all-solid-state battery samples specifically developed for humanoid robots and other physical AI applications, sparking significant market attention toward next-generation battery technology. Second, Contemporary Amperex Technology Co. Limited's (CATL) 2025 results showed substantial growth with net profit attributable to shareholders reaching 72.2 billion yuan, a 42% year-on-year increase, prompting institutions including HSBC Qianhai and Nomura to collectively raise target prices, boosting sector sentiment. Third, the government work report during the "Two Sessions" explicitly outlined long-term plans to accelerate comprehensive green transformation and establish new power systems, injecting policy momentum into the new energy industry.
From a capital perspective, multiple battery ETFs have recently seen continuous fund inflows, indicating market recognition of the long-term allocation value in the new energy sector. According to China Automotive Battery Innovation Alliance statistics, China's cumulative production of power and energy storage batteries reached 1,755.6 GWh in 2025, representing 60.1% year-on-year growth. Dual drivers from energy storage and electric vehicle demand provide core momentum for the continuous expansion of the lithium battery market.
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