Kechuang New Energy ETF Penghua(588830) rises over 1.8%, China's new energy storage added capacity ranks first in the world for four consecutive years

According to CNESA DataLink’s incomplete statistics from the global energy storage database, by the end of 2025, the cumulative installed capacity of electricity storage projects already put into operation worldwide reached 496.2GW, up 33.3% year over year. Of this, in China, newly added capacity of emerging energy storage has ranked No. 1 globally for four consecutive years. In 2025, the size of newly commissioned emerging energy storage projects reached 66.4GW/189.5GWh, up 51.9%/72.6% year over year, and its share of the global market reached 58.6%. CNESA also forecast the size of China’s emerging energy storage market for 2026–2030: under a conservative scenario (factors such as policy implementation, cost decreases, and technological improvements not meeting expectations), the cumulative scale of emerging energy storage in 2030 is expected to reach 371.2GW, and the compound annual growth rate (CAGR) for 2026–2030 is 20.7%; under an ideal scenario (accelerated development of China’s new energy in the coming years), the cumulative scale of emerging energy storage in 2030 is expected to reach 450.7GW, and the CAGR for 2026–2030 is 25.5%.

Guotai Junan Securities said that the French government plans to combine the upcoming AO9 and AO10 offshore wind power tenders and launch an offshore wind power tender with a scale of 10GW. This combined tender includes 5GW fixed-bottom offshore wind power projects and 5GW floating offshore wind power projects, covering seven regions located in the English Channel, the Atlantic Ocean, and the Mediterranean Sea. The results are planned to be announced either by the end of this year or at the beginning of 2027. In the first quarter of 2026, State Grid completed fixed-asset investment of over 129 billion yuan, up 37% year over year. This drove investment across the upstream and downstream of the industrial chain to exceed 250 billion yuan, injecting strong momentum into high-quality development of the economy and society. In fixed-asset investment, State Grid completed distribution network investment of 56.8 billion yuan, accounting for 55% of investment by power grids at all levels. With attention on tight capacity for Europe’s single-pile offshore wind, domestic companies are accelerating their expansion overseas. With attention on increasing penetration rates of high-voltage and flexible HVDC technology for offshore cables.

As of 09:44 on April 7, 2026, the SSE STAR Market New Energy Index (000692) surged strongly, up 1.91%. Among constituent stocks, Boliviwei rose 10.44%, Jianyuan Technology rose 5.87%, Zhenhua New Materials rose 4.17%, and stocks such as Hangke Technology and Rongbai Technology also moved up. The China Innovation Energy ETF Penghua (588830) rose 1.84%, with the latest price at 1.49 yuan.

The China Innovation Energy ETF Penghua closely tracks the SSE STAR Market New Energy Index. The SSE STAR Market New Energy Index selects 50 listed securities with relatively large market values in areas such as photovoltaics, wind power, and new energy vehicles from the STAR Market to serve as index samples, in order to reflect the overall performance of representative new energy industry listed companies’ securities in the STAR Market.

Data shows that as of March 31, 2026, the top ten weight stocks of the SSE STAR Market New Energy Index (000692) are Jingke Energy, Trina Solar, Altek (ATESS), Gudewei, Xialu New Energy, Rongbai Technology, Jianyuan Technology, Juhua Materials, Autvik, and Datong Energy. The combined share of the top ten weight stocks is 45.37%.

China Innovation Energy ETF Penghua (588830), OTC fund connection (A: 023075; C: 023076; I: 024157).