Global battery energy storage installation capacity is expected to surge! The ChiNext New Energy ETF Tianhong (159190) saw a net capital inflow against the trend yesterday, with institutions: The entire energy storage industry chain is expected to resonate upward.

On April 1st, the three major indices rose, with the new energy sector weakening. As of the time of writing, the ChiNext New Energy Index fell by 0.74%, among its constituent stocks, Guomin Technology rose by 4.15%, with Zhenyu Technology, Defu Technology, Feirongda, and others leading the gains.

Regarding related ETFs, the ChiNext New Energy ETF Tianhong (159190) had a trading volume of 1.44 million yuan during the day, with a turnover rate exceeding 1%, and an premium-discount rate of 0.10%.

In terms of capital flow, Wind data shows that the ChiNext New Energy ETF Tianhong (159190) closed lower yesterday but received a net inflow of 5.8 million yuan against the trend. As of March 31, this ETF’s latest share count was 220 million units, with a latest scale of 209 million yuan.

The ChiNext New Energy ETF Tianhong (159190) closely tracks the ChiNext New Energy Index, with constituent stocks covering the entire industry chain of photovoltaics, wind power, energy storage, power batteries, and electronic controls. According to Shenwan industry classification, this ETF’s allocation to power equipment accounts for nearly 80%, with core weights in lithium batteries and inverters, reflecting a high purity of the new energy theme.

On the news front, according to China Securities Journal, on March 31, the Zhongguancun Energy Storage Industry Technology Alliance released the “Energy Storage Industry Research White Paper 2026,” which predicts that from 2024 to 2035, the global cumulative installed capacity of battery energy storage will surge by 8 to 17 times. The global energy storage installation pattern will shift from mainly China, the US, and Europe to gradually include India, the Middle East, Southeast Asia, and other regions.

Pacific Securities pointed out that it continues to recommend paying attention to the energy storage industry chain, as the entire industry chain is expected to resonate upward. It suggests paying more attention to well-structured segments, such as systems, membranes, and resources. Recently, the focus on wind power and AI+ has increased, and similar attention should be given to well-structured segments within offshore wind.