Photovoltaic ETF rises nearly 1%, significant breakthrough in our sodium-ion batteries

Ask AI · How can an intelligent fireproof firewall for sodium-ion batteries ensure photovoltaic energy storage safety?

As of 10:12 on April 7, 2026, the CSI Photovoltaic Industry Index (931151) is up 0.88%. Among constituent stocks, Quartz Co., Ltd. is up 10.00%, Hongyuan Green Energy is up 5.19%, GCL Integrated is up 3.80%, Deye is up 3.64%, and GoodWe is up 3.49%. The Ping An CSI Photovoltaic ETF (516180) is up 0.74%, with the latest price at 0.82 yuan.

On the news front, on April 6, a team led by Hu Yongsheng from the Institute of Physics, Chinese Academy of Sciences, published a major breakthrough in Nature Energy: the team successfully developed a polymerizable non-flammable electrolyte (PNE) with self-protecting functionality, achieving, for the first time globally, the complete blockage of thermal runaway in ampere-hour-level sodium-ion batteries. The team broke the traditional understanding that “flame-retardant electrolytes equal safety,” moved beyond a single line of defense, and built an intelligent, three-in-one safety protection system of “thermal stability–interface stability–physical isolation.” When the battery temperature rises abnormally to above 150°C, the PNE automatically transitions from liquid to solidify into a dense barrier, as if building an “intelligent firewall” inside the battery, completely cutting off the propagation path of thermal runaway.

A research report from CITIC Securities states that ESIE 2026, the 14th Energy Storage International Summit and Exhibition, held in Beijing on April 1–3, 2026, attracted more than 800 companies to exhibit, and on-site interest noticeably rebounded. In this exhibition, high-capacity battery cells, sodium-ion batteries, and AIDC solution(s) became key focuses for various manufacturers. CITIC Securities believes that with the cancellation of compulsory energy storage allocation under Document No. 136 from the NDRC, and the establishment of a national-level capacity pricing mechanism under Document No. 114, domestic energy storage will shift from cost-first to value creation, and the competitive landscape will improve accordingly. Key recommendations are leading companies in segments such as battery cells, PCS, integration, and other parts of the energy storage industry chain.

The Ping An CSI Photovoltaic ETF closely tracks the CSI Photovoltaic Industry Index. The CSI Photovoltaic Industry Index selects no more than 50 of the most representative listed company securities from among listed companies whose main businesses cover upstream, midstream, and downstream segments of the photovoltaic industry, in order to reflect the overall performance of securities of listed companies in the photovoltaic industry.

According to data, as of March 31, 2026, the top ten weighted stocks of the CSI Photovoltaic Industry Index (931151) are TBEA, LONGi Green Energy, Sungrow Power Supply, TCL Technology, Deye, Tongwei Co., Ltd., MAIWEI, Robotech, Chint Electric, and Jieshiaweic (JinkoSolar). The combined weight of the top ten weighted stocks is 53.34%.

Ping An CSI Photovoltaic ETF (516180), over-the-counter connection (Ping An CSI Photovoltaic ETF Connect Initiated A: 026720; Ping An CSI Photovoltaic ETF Connect Initiated C: 026721), and related index funds (Ping An CSI Photovoltaic Industry Index A: 012722; Ping An CSI Photovoltaic Industry Index C: 012723; Ping An CSI Photovoltaic Industry Index E: 024618).

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