The commercialization of solid-state batteries has entered a critical verification phase, and the Battery ETF Huaxia(512460) is expected to continue benefiting.

As of 10:36 on April 1, 2026, the CSI Battery Thematic Index (931719) declined by 0.03%.
In terms of constituent stocks, gains and losses were mixed, with Zhenyu Technology leading with a 6.39% increase, Canadian Solar rising 4.14%, and Kehua Data up 2.71%;
Sunshine Power led the decline with an 11.06% drop, Hunan Yunei down 2.37%, and Penghui Energy down 2.25%.
Battery ETF Huaxia (512460) fell by 0.52%, with the latest quote at 0.96 yuan.

In news, the industrialization of solid-state batteries has entered a critical verification phase, and 2026 is the year for the intensive launch of pilot projects and vehicle testing for all-solid-state batteries.
Dongguan Securities pointed out that the national standard “Solid-State Batteries for Electric Vehicles” is about to be implemented, which will be the first to quantify the boundaries between all-solid, semi-solid, and liquid battery technologies;
Car manufacturers such as FAW Hongqi, GAC, Geely, and Chery have started vehicle verification with all-solid-state batteries, with testing models gradually emerging, laying the foundation for small-scale mass production in 2027.

Pacific Securities research report indicates that 2026 is a key milestone for the industrialization of solid-state batteries, with policies clearly supporting solid-state batteries as a key focus, providing funding and standard support;
Leading companies are accelerating pilot and mass production layouts.

The Huaxia Battery ETF closely tracks the CSI Battery Thematic Index, which selects listed companies involved in power batteries, energy storage batteries, consumer electronics batteries, and related upstream and downstream industries as index samples, reflecting the overall performance of battery-themed listed companies.

Data shows that as of March 31, 2026, the top ten weights in the CSI Battery Thematic Index (931719) are CATL, Sunshine Power, Sanhua Intelligent Controls, EVE Energy, Tiancai Materials, Lead Intelligent, Deye Co., Greenmei, Enjie Co., and Guoxuan High-tech, with the top ten weights accounting for 49.82%.