GEM New Energy ETF Penghua rises over 3.1%, with institutions pointing out that the lithium, wind, and photovoltaic industries currently have positive catalysts.

In the news, 1) In 2026 Q1, China’s new energy vehicle market showed a sequential recovery trend. In March, the month-over-month growth rates for sales of major new energy brands were generally above 70%. According to data from the CPCA, retail sales of new energy passenger vehicles increased by 69% month over month. 2) France launched an offshore wind power tender with a scale of 10GW. 3) The weekly month-over-month price of lithium carbonate rose by 0.19% to 158.4k yuan per ton, and prices of anode materials also moved up in tandem.

In securities research, Minsheng Securities said that as fundamentals for the sector are in no danger, it continues to look up. (1) Lithium batteries: The cost gap between overseas oil-and-electric power expands; in some regions, there are fuel-supply restrictions, which benefits domestic new energy vehicles and lithium-battery exports. (2) Wind power: The French government plans to merge tenders for offshore wind projects AO9 and AO10, with a scale of 10GW. The UK, Germany, and France have all successively stated their positions, and market sentiment for offshore wind in Europe continues to improve. (3) Solar: The SpaceX# IPO timing window is becoming clearer. Musk announced that the TeraFab project will further push up the ceiling of solar demand, and in Q2, commercial spaceflight is expected to deliver another round of upside momentum.

As of 10:18 on April 8, 2026, the ChiNext new energy index (399266) surged 3.17% strongly. Among constituent stocks, Roboticos rose 7.92%, Maiwei Co., Ltd. rose 7.39%, Feirongda rose 5.55%, and individual stocks such as Mannenste and Shenghong Shares also followed higher. The Penghua ChiNext New Energy ETF (159261) rose 3.15%, with the latest price at 1.54 yuan.

Data shows that among the top ten weight stocks of Innovation Energy (399266.SZ), in order are CATL, Inovance Technology, Sungrow Power Supply, EVE Energy, Leading Intelligent, Roboticos, Tianhua New Energy, Sinowin, Maiwei Co., Ltd., and JCGC Wei Chuang, with a combined weighting of 61.32%.

The Penghua ChiNext New Energy ETF tightly tracks the Innovation Energy Index. The Innovation Energy Index reflects operating characteristics of listed companies in the new energy industry in the ChiNext market on the Shenzhen Stock Exchange.

Related products:

Penghua ChiNext New Energy ETF (159261), Linked Fund (Class A 026526, Class C 026527)