Source-grid-load-storage has become a new blue ocean, the underlying index of the E Fund Energy Storage Battery ETF (159566) has risen 96.62% in the past year.

As of 13:22, the CNI New Energy Battery Index (980027) fell 1.25%. Among the weighted stocks, Sungrow Power fell 2.2%, Contemporary Amperex Technology (CATL) rose 0.5%, EVE Energy rose 0.2%, Guoxuan High-Tech fell 1.8%, and Deye Technology rose 1.4%. In addition, Xinfengguang rose 4.1%, Sineng Electric rose 3.1%, Blue Lithium Core rose 2.3%, Vision Group rose 2.1%, and Linyang Energy rose 1.3%. As of April 22, the CNI New Energy Battery Index (980027) has risen 96.62% over the past year.

The E Fund Energy Storage Battery ETF (159566) tracks the CNI New Energy Battery Index (980027) and has continued to see capital inflows. As of the previous trading day, the fund had a net inflow of 374 million yuan over the past week, 999 million yuan over the past month, 3.407 billion yuan over the past three months, 5.678 billion yuan over the past six months, and 7.357 billion yuan over the past year.

Recently, relevant personnel introduced the development of industry and information technology in the first quarter of 2026 at a press conference. It was proposed to coordinate and promote the high-quality development of the computing power industry through "points, chains, networks, and surfaces." In the future, the "Unveiling" action for strengthening the computing power foundation will be deeply implemented, technological and product innovation will be accelerated, research on computing-electricity synergy policies and standard formulation will be carried out, and the accelerated implementation of source-grid-load-storage and green power direct connection will be promoted.

Guojin Securities pointed out that from a demand perspective, the resonance of training and inference has led to a steep slope in computing demand both domestically and internationally, and investment in AI computing power infrastructure remains high. In 2025, China's data center electricity consumption was 193.3 billion kWh, accounting for 1.9% of the total electricity consumption of society, with a year-on-year growth rate of 17.0% in 2025 and a significant increase of 46.2% year-on-year in January-February 2026. As a new chapter in source-grid-load-storage, computing-electricity integration projects will effectively drive all segments of the industrial chain.

The E Fund Energy Storage Battery ETF (159566) tracks the CNI New Energy Battery Index. The index selects 50 listed companies in related fields such as battery manufacturing, energy storage battery inverters, energy storage battery system integration, and battery temperature control and fire protection.