Likes ReceivedPhotovoltaics and energy storage bucked the trend and remained active, with the E Fund New Energy ETF (516090) seeing a net capital inflow of over 35 million in the past 5 days.
As of 13:17, the CSI New Energy Index (399808) fell 0.28%. Among the heavyweight stocks, Contemporary Amperex Technology Co., Limited (CATL) fell 0.8%, Sungrow Power Supply Co., Ltd. fell 1.0%, LONGi Green Energy Technology Co., Ltd. rose 0.2%, China National Nuclear Power Co., Ltd. rose 2.5%, and TBEA Co., Ltd. rose 0.5%. In addition, Tianhua Superclean New Energy Co., Ltd. rose 8.1%, Zhejiang New Energy Co., Ltd. rose 7.9%, GCL System Integration Technology Co., Ltd. rose 6.9%, CSG Energy Conservation Co., Ltd. rose 5.4%, and Shuangliang Eco-Energy Systems Co., Ltd. rose 4.7%. The CSI New Energy Index (399808) has risen 13.29% over the past 3 months and over 54% in the past year.
The New Energy ETF E Fund (516090) tracks the CSI New Energy Index and is highly favored by capital. Data shows that the fund has seen a net capital inflow of over 35 million in the past 5 days.
On the news front, at the China Development Forum 2026 Annual Conference on March 22, relevant personnel stated that during the "15th Five-Year Plan" period, China will actively promote the development of diversified clean energy sources such as wind power, photovoltaics, nuclear energy, and biomass energy on the basis of ensuring a continuous and stable energy supply, forming a new energy system with multi-energy complementarity and strong risk resistance. At the same time, it will also promote the deep integration of the energy revolution and the digital revolution.
In terms of photovoltaics, it was recently reported that Tesla is planning to purchase $2.9 billion worth of solar panels and battery manufacturing equipment from Chinese suppliers, involving several listed companies. It is reported that the photovoltaic orders under Elon Musk's team are mainly divided into Space X (S chain) and Tesla (T chain), with the planned application scenarios being space and ground, respectively.
Furthermore, geopolitical crises have far-reaching impacts. China Securities Co., Ltd. points out that energy shortages have impacted industrial production in some countries, while China is expected to gain a relative advantage, further consolidating its dominant position in the global manufacturing industry. The new energy power generation, energy storage, and nuclear power industries are expected to accelerate development, and China's new energy sector is gaining global favor with its full industry chain advantage.
The New Energy ETF E Fund (516090), with its off-site feeder fund (Class A: 019315; Class C: 019316), packages the securities of listed companies involved in renewable energy production, new energy applications, new energy storage, and new energy interaction equipment with one click. The combined management fee rate and custody fee rate are 0.2% per year.
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