As of September 26, 2025, at 10:34 AM, the CSI New Energy Index has risen by 0.66%. Key stocks such as Riyue Shares and Xiangdian Shares have reached their daily limit of 10%, while Tianshun Wind Power has increased by 6.06% and Hunan Yuneng by 6.04%. The New Energy ETF (159875) has also seen a rise of 0.78%, marking a fourth consecutive day of increases.
Looking back over the past week, the New Energy ETF has accumulated a total increase of 5.10%. In terms of liquidity, the ETF experienced a turnover rate of 5.13% during trading, with a transaction volume of 65.0186 million yuan. Over the past month, the average daily transaction volume has been approximately 130 million yuan.
In terms of scale, the New Energy ETF has seen a growth of 43.2456 million yuan in the last week, indicating a significant increase. Since the beginning of this month, the ETF’s shares have increased by 36 million units. Additionally, there has been a net inflow of funds amounting to 72.9491 million yuan. As of September 25, the net asset value of the ETF has increased by 59.88% over the past year.
Regarding performance, since its inception, the New Energy ETF has recorded a maximum single-month return of 25.07%, with the longest streak of monthly increases lasting for 4 months and a total increase of 31.31%. The average return during increasing months is 8.03%. Over the past three months, the ETF has surpassed its benchmark with an annualized return of 4.69%.
On the policy front, a joint announcement from four ministries regarding the promotion of high-quality development in energy equipment has identified solid-state battery technology as a key area for development, reigniting interest in the battery sector. The commercialization of solid-state battery technology is progressing rapidly, attracting increasing capital attention. Additionally, a growth action plan for the electronic information manufacturing industry for 2025-2026 emphasizes solid-state batteries as a priority technology.
From an industry perspective, the production of sulfide electrolyte materials has reached a scale of 10 tons, and the localization rate of dry-process electrode equipment has improved. Leading companies continue to achieve breakthroughs in electrolyte synthesis and cell manufacturing. According to Zhejiang Business Securities, domestic energy storage bidding hit a historical high in August, suggesting that demand for large-scale energy storage may exceed expectations. In August, independent energy storage, collective procurement, renewable energy storage projects, and user-side storage projects accounted for 55.5%, 38.3%, 4.5%, and 1.8% of the total bidding volume, respectively. The bidding scale from January to August also saw significant year-on-year growth.
Looking ahead, as various provincial plans are implemented, the profitability models for large-scale energy storage will become clearer and optimized. The demand for energy storage is shifting from being policy-driven to market-driven, indicating substantial potential for future market development.
As of August 29, 2025, the top ten weighted stocks in the CSI New Energy Index are CATL, Sunpower, LONGi Green Energy, China National Nuclear Power, TBEA, Yiwei Lithium Energy, Huayou Cobalt, Three Gorges Energy, Tongwei Co., and Tianqi Lithium, which collectively account for 42.78% of the index.
Original article by NenPower, If reposted, please credit the source: https://nenpower.com/blog/new-energy-etf-experiences-four-day-surge-with-major-stocks-hitting-daily-limits/
