Battery Technology Upgrades and Supply Chain Resilience Gain Dual Support from Policy and Market, Battery ETF Jiasheng (562880) Expected to Benefit

On the morning of March 13, 2026, the battery sector led the gains. As of 11:06, the CSI Battery Theme Index surged 1.19%. The constituent stock Putailai (10cm) hit the daily limit, Shangtai Technology rose 6.98%, TianNeng Co. increased 6.06%, and stocks like BTR, Enjie, and others followed suit.

In industry news, CATL’s 2025 lithium battery sales reached 661 GWh, a year-on-year increase of 39%, with power and energy storage batteries growing by 42% and 29%, respectively. The annual capacity utilization rate was as high as 96.9%. Overseas business gross profit margin reached 31.44%, 7.44 percentage points higher than domestic. The German factory has become profitable, and the first phase of the Hungarian plant was completed and commissioned by the end of 2025.

The 2026 government work report continues to promote the old-for-new policy, allocating 250 billion yuan in ultra-long-term special government bonds to support consumer goods upgrades, with new energy vehicles as a key beneficiary. The China Association of Automobile Manufacturers predicts that in 2026, new energy vehicle sales will surpass 19 million units, with a penetration rate exceeding 50%. CSI Pengyuan International believes that under the triple drivers of sustained policy support, strengthened regulation against internal competition, and technological iteration in electrification and intelligence, the new energy vehicle industry is shifting from scale expansion to high-quality development. As the core carrier of electrification, battery technology upgrades and supply chain resilience will continue to receive dual support from policy and market.

Data shows that as of February 27, 2026, the top ten weights in the CSI Battery Theme Index are CATL, Sanhua Intelligent Controls, Sunshine Power, EVE Energy, Tinci Materials, Lead Intelligent, Greenmei, Yinlun Holdings, Guoxuan High-tech, and Xinwanda, accounting for a total of 49.49% of the index.

The Huatai CSI Battery ETF (562880) closely tracks the CSI Battery Theme Index and is a convenient tool for one-click exposure to the battery sector.

Off-market investors without stock accounts can also use the Battery ETF Connect Fund (016567) for one-click investment opportunities in the battery industry chain.