NewTimeSpace News: As of 13:06 on March 20, 2026, the CSI New Energy Index (399808) surged 5.35%. Its constituent stocks saw robust gains, with Ginlong Technologies up 18.31%, Jiejia Weichuang rising 15.75%, Maxeon Solar Tech advancing 15.34%, and Laplace Energy, Homae Co., Ltd. and other stocks following the upward trend. The China Southern CSI New Energy ETF(516160) climbed 5.27% to a latest price of RMB 3.2. Over a longer period, as of March 19, 2026, the ETF had a cumulative increase of 10.68% in the past three months. (The stocks listed above are only constituent stocks of the index and do not constitute any specific investment recommendation.)

In terms of liquidity, the China Southern CSI New Energy ETFposted an intraday turnover rate of 3.63% with a trading volume of RMB 277 million. As of March 19, its average daily trading volume reached RMB 455 million in the past week, ranking first among comparable funds.

In terms of scale, the China Southern CSI New Energy ETFachieved a remarkable growth with a scale increase of RMB 780 million in the past two weeks, ranking 1st among 5 comparable funds in terms of newly added scale. (Data source: Wind)

In terms of shares, the China Southern CSI New Energy ETFsaw a significant rise with a share increase of 92.5 million in the past week, ranking 1st among 5 comparable funds in terms of newly added shares. (Data source: Wind)

In terms of capital flows, the latest net capital outflow of the China Southern CSI New Energy ETFstood at RMB 15.2789 million. Over a longer period, it has seen net capital inflows on 3 out of the past 5 trading days, with a total capital inflow of RMB 598 million and an average daily net inflow of RMB 120 million. (Data source: Wind)

Data showed that leveraged funds have been continuously building positions in the ETF. The cumulative net margin purchase amount of the China Southern CSI New Energy ETFhas reached RMB 1.5855 million since the start of the month, with the latest margin balance standing at RMB 89.2597 million. (Data source: Wind)

As of March 19, the net asset value of the China Southern CSI New Energy ETFhad risen 1.97% in the past three years, ranking top 2 among comparable funds. In terms of earnings capacity, as of March 19, 2026, since its establishment, the ETF has achieved a maximum monthly return of 25.22%, a longest consecutive rising period of 6 months with a cumulative increase of 67.96% during the period, and an average yield of 8.56% in rising months. As of March 19, 2026, the ETF has an annualized return of 2.05% outperforming the benchmark in the past two years.

As of March 13, 2026, the Sharpe ratio of the China Southern CSI New Energy ETFstood at 2.04 in the past year.

In terms of drawdown, as of March 19, 2026, the maximum drawdown of the China Southern CSI New Energy ETFwas 7.71% year-to-date, with a drawdown of 0.03% relative to the benchmark, the smallest among comparable funds. It only took 37 days to recover from the drawdown, the fastest recovery speed among comparable funds.

On the fee front, the China Southern CSI New Energy ETFhas a management fee rate of 0.15% and a custodian fee rate of 0.05%, the lowest among comparable funds.

In terms of tracking accuracy, as of March 19, 2026, the tracking error of the China Southern CSI New Energy ETFwas 0.004% in the past month, the highest in tracking accuracy among comparable funds.

The China Southern CSI New Energy ETFclosely tracks the CSI New Energy Index. The index selects listed company securities engaged in businesses such as renewable energy production, new energy application, new energy storage and new energy interactive equipment as index samples, so as to reflect the overall performance of listed company securities related to the new energy industry.

Data showed that as of February 27, 2026, the top 10 weight stocks of the CSI New Energy Index (399808) were CATL, Sungrow Power Supply, TBEA Co., Ltd., Huayou Cobalt, LONGi Green Energy Technology, Ganfeng Lithium, Xiamen Tungsten Co., Ltd., EVE Energy, China National Nuclear Power and Goldwind Science & Technology, accounting for a total of 40.6% of the index's weight. (The stocks listed above are only constituent stocks of the index and do not constitute any specific investment recommendation.)

CITIC Futures stated that in the medium and long term, the expected path of polycrystalline silicon supply contraction has shifted from administrative capacity reduction to market-oriented capacity exit, and polycrystalline silicon prices are expected to fluctuate sharply. Lithium mine production capacity is still in an upward phase, but demand expectations are also high, leading to an expected narrowing of the supply-demand surplus. The expected improvement in supply and demand will push up the price center.

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