Surging Demand for Energy Storage Boosts New Energy ETF (159875) with 200 Million Yuan in Net Inflows Over Four Days

The demand for energy storage is on the rise, and the New Energy ETF (159875) is expected to benefit from this trend, having seen a net inflow of 200 million yuan over the past four days.

As of October 15, 2025, at 10:58 AM, the China Securities New Energy Index has decreased by 0.62%. Among the constituent stocks, LONGi Green Energy has led with a gain of 5.04%, followed by DAQUAN Energy at 4.75%, and Tongwei Co. at 4.63%. Conversely, Jinlang Technology has declined, along with Ganfeng Lithium and Mingyang Smart Energy.

Over a broader timeframe, as of October 14, 2025, the New Energy ETF has accumulated a 7.87% increase over the past month. In terms of liquidity, the ETF had a turnover rate of 3.23% during trading, with a transaction volume of 45.82 million yuan. The scale of the ETF has grown by 279 million yuan in the past month, marking a significant increase. In terms of shares, the ETF has added 299 million shares over the past week, ranking first among comparable funds.

Regarding capital inflow, the latest data indicates a net inflow of 12.93 million yuan. Looking back over the last four trading days, there have been net inflows on three of those days, totaling 200 million yuan. As of October 14, the ETF’s net value has risen by 55.85% over the past six months, placing it 237th out of 3739 in the index stock fund rankings, which is in the top 6.34%.

In terms of performance, since its inception, the New Energy ETF has achieved a highest monthly return of 25.07%, with the longest consecutive monthly gains reaching 5 months and an overall increase of 62.44%. The average return during the months of increase is 8.85%.

In recent news, the “Central Budgetary Investment Special Management Measures for Energy Conservation and Carbon Reduction” has been issued, which highlights key industry sectors for energy conservation and carbon reduction projects. This includes support for energy-efficient transformations in electricity, steel, non-ferrous metals, building materials, petrochemicals, chemicals, and machinery. The initiative also encourages overall deployment and large-scale implementation of energy-efficient transformations in industrial parks and clusters, as well as upgrades to heating and computational infrastructure.

According to a report from Xinda Securities, data from the National Energy Administration indicates that by the end of 2024, the total installed capacity of new energy storage projects in the country is expected to reach 73.76 million kilowatts, with an energy capacity of 168 million kilowatt-hours. This is approximately 20 times the capacity at the end of the 13th Five-Year Plan and represents an increase of over 130% since the end of 2023, with an average storage duration of 2.3 hours.

As the market transitions to a more commercialized trading environment, independent energy storage solutions are set to play a crucial role in peak shaving and valley filling. Market-driven trading is also expected to widen the price differences between peak and valley periods, potentially enhancing the economic viability of energy storage.

As of September 30, 2025, the top ten weighted stocks in the China Securities New Energy Index are CATL, LONGi Green Energy, Yiwei Lithium Energy, Trina Solar, Huayou Cobalt, Tiankang Electric, China National Nuclear Power, Ganfeng Lithium, Lead Intelligent, and Three Gorges Energy, which collectively account for 45.2% of the index.