Battery ETF Wanjia (159156) rose more than 1%, aiming for three consecutive days of gains.
As of 11:04, the Wanjia Battery ETF (159156) rose 1.36%, aiming for three consecutive days of gains; constituent stocks Tianhua New Energy rose 8.35%, Ganfeng Lithium rose 6.05%, Zhongwei New Material rose 4.15%, while Sanhua Intelligent Controls fell 1.39%, Sinoma Science & Technology fell 1.01%, and Sunwoda fell 0.61%.
Data shows that the Wanjia CSI New Energy Vehicle Battery ETF (ticker: Battery ETF Wanjia—159156) saw a net inflow of over 50 million yuan in the past 20 days.
Zimbabwe's lithium concentrate export ban has escalated again, intensifying global lithium supply disruptions. The main lithium carbonate futures contract has been rising continuously recently, breaking through the 160,000 yuan mark today. $Soochow Securities(601555.SH) stated that global lithium battery demand is expected to grow by 30% in 2026, maintaining 21% growth in 2027; combined with the 5-year cycle trend of lithium carbonate prices, the supply-demand structure will support lithium carbonate price increases this year and next.
Regarding energy storage, recent geopolitical factors have heightened energy security concerns, driving strong demand for residential storage in Europe. Countries like the UK, Poland, and Hungary have successively introduced energy storage subsidy policies, directly stimulating end-user demand. $Industrial Securities(601377.SH) pointed out that the high growth momentum in energy storage is expected to last throughout 2026. Core markets like Germany, the UK, and Australia continue to strengthen policies, creating rigid demand for energy storage through subsidies, grid feed-in restrictions, etc. Residential storage is seeing multiple growth points, commercial & industrial storage is ramping up, and large-scale storage is steadily advancing, with the industry's prosperity continuing to rise.
The Wanjia CSI New Energy Vehicle Battery ETF (ticker: Battery ETF Wanjia—159156) tracks the CSI New Energy Vehicle Battery Index. This index is a core representative index for the new energy vehicle battery sector. Its advantage lies in the purity of leading companies: the index selects only 30 constituent stocks, with the top ten holdings accounting for over 60%, making it more concentrated than similar indices; the index fully covers the entire new energy vehicle battery industry chain, including upstream raw materials, midstream cells and materials, downstream battery manufacturing, as well as battery management systems, charging piles, etc., with high solid-state battery content! Constituent stocks include industry leaders from various segments such as $CATL(300750.SZ), $BYD(002594.SZ), $Huayou Cobalt(603799.SH), $Sanhua Intelligent Controls(002050.SZ), and $EVE Energy(300014.SZ).
The Wanjia CSI New Energy Vehicle Battery ETF (ticker: Battery ETF Wanjia—159156) closely tracks the CSI New Energy Vehicle Battery Index, aggregating leading companies in the battery industry while considering the growth potential of energy storage and solid-state batteries. Off-exchange investors can participate through Wanjia CSI New Energy Vehicle Battery ETF Link A-018379 and Wanjia CSI New Energy Vehicle Battery ETF Link C-018380 to share in the opportunities of battery industry expansion and technological innovation dividends.
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