The battery sector is experiencing a strong surge, with battery ETFs soaring more than 3%. The commercialization of sodium-ion batteries in 2026 is gradually beginning.

As of March 20, 2026, 10:44, the Battery ETF Da Cheng (159155) rose by 3.11%, with an intraday turnover of 2.37% and a transaction volume of 12.4314 million yuan. The tracking index, the CSI Battery Theme Index (931719), surged by 3.35%, with constituent stocks such as Sungrow Power Supply rising by 17.52%, Shouhang New Energy rising by 12.96%, Penghui Energy rising by 9.84%, and stocks like Putailai and Jinlang Technology also following suit.

In terms of news, 2026 is widely recognized by the industry as the “first year” for the large-scale commercialization of sodium-ion batteries. Contemporary Amperex Technology Co., Limited plans to begin mass assembly of its next-generation “Naxtra” sodium-ion batteries in passenger vehicles in the second quarter of this year. This battery has achieved an energy density of 175Wh/kg, comparable to the current mainstream lithium iron phosphate (LFP) batteries, marking that sodium batteries are officially qualified to compete with lithium batteries in core performance.

Huaxi Securities released a research report stating that sodium batteries, which initially faced cost anxiety due to high lithium carbonate costs, have gradually transitioned into an application-driven phase characterized by mature technology, a complete industrial chain, and clear applicable fields, likely forming an effective supplement to the technical shortcomings of lithium batteries.

Industrial Securities pointed out that growing demand has led the lithium battery industry chain to embark on a new round of expansion. Driven by the power and energy storage sectors, as well as domestic and overseas markets, China’s lithium battery demand continues to grow rapidly, with shipments expected to reach 1875GWh in 2025, a year-on-year increase of 53%. The rapid growth in demand has significantly improved the supply-demand relationship in the lithium industry, with capacity utilization rates in major segments of the industry chain recovering to over 70% by 2025, and some segments even experiencing shortages in the second half of the year. The lithium battery industry is entering a new round of expansion, with capital expenditures in the lithium battery and lithium iron phosphate sectors expected to return to growth in 2025.

The Battery ETF Da Cheng (159155) closely tracks the CSI Battery Theme Index, which selects publicly traded companies involved in power batteries, energy storage batteries, consumer electronics batteries, and related upstream and downstream industry chains as index samples to reflect the overall performance of battery-themed listed companies. The top ten weighted stocks in the index are Ningde Times, Sanhua Intelligent Control, Sungrow Power Supply, Yiwei Lithium Energy, Tianci Materials, Xian Dao Intelligent, GEM, Yinlun Holdings, Guoxuan Hi-Tech, and Xinwand.

Battery ETF Da Cheng (159155), off-market connection (Class A: 015997; Class C: 015998).