20cm Express | ChiNext New Energy ETF Guotai (159387) rose over 1.6% intraday, driven by increased demand for electricity from North American grid upgrades and AIDC construction.

April 7, the Guotai CSI New Energy ETF (159387) for the ChiNext board rose more than 1.6% intraday. Driven by the ramp-up in North American power grid renovation and upgrades and AIDC construction, power demand has increased.

According to Huaxi Securities, driven by the ramp-up in North American power grid renovation and upgrades and AIDC construction, demand for power equipment is strong. Companies that have strong high-quality channel resources, leading technical capabilities, and actively plan and expand related production capacity are expected to benefit fully. In the battery sector, in March, the month-over-month growth in new energy vehicle sales/deliveries for multiple automakers was clearly evident. With the rollout of subsequent new models and the further highlighting of cost-performance advantages, sales are expected to continue growing. Against the backdrop of strong demand for both power generation plus energy storage, some links with limited incremental capacity added earlier are likely to gradually experience supply tightness. Processing fees have support for upward movement, especially in segments with heavy-asset attributes plus improved product mix, such as copper foil and separator film. In addition, sodium-ion batteries have broad prospects for large-scale application. Aluminum foil is a core volume-increase segment. Combined with rising processing fees and increased volume of high-end products, profitability is expected to improve.

The Guotai CSI New Energy ETF (159387) for the ChiNext board tracks the Innovation Energy Index (399266). The single-day limit for gains and losses is 20%. As of March 12, the energy storage content reached 50%. This index selects securities of listed companies in the Shanghai and Shenzhen markets that are involved in businesses such as clean energy, new energy vehicles, and energy storage technology as its index constituents, to reflect the overall performance of listed companies in the new energy industry that have technical innovation capabilities and growth potential.

Risk warning: Data source is Wind. As of 2026/4/3, the size of the Guotai CSI New Energy ETF (ChiNext board) is 1.5B yuan. Among the seven comparable products in the same category, it ranks first. Mention of individual stocks is only for industry event analysis and does not constitute any recommendation or investment advice for any individual stock. Short-term gains and losses of the index are for reference only and do not represent any commitment or guarantee regarding the fund’s future performance. Views may be adjusted as market conditions change, and do not constitute investment advice or commitments. The risk-return characteristics of the funds mentioned differ from one another. Investors are kindly reminded to carefully read the fund legal documents, fully understand product factors, risk levels, and the principles of profit distribution, choose products that match their own risk tolerance, and invest cautiously. For fund fee rates, please refer to the legal documents. For fund fee rates, please refer to the legal documents.

Daily Economic News

(Editor: Zhang Xiaobo)

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