① This week, the three major A-share indices rebounded and rose, with the ChiNext Index reaching a new high in nearly 11 years; ② The battery industry chain surged, with CATL’s stock price continuing to hit a record high, and Shengyang Co., Ltd. gaining 61.12% for the week; ③ CPO concept stocks showed strong performance, with leading CPO company Zhongji Xuchuang announcing that it achieved revenue of 19.496 billion yuan in the first quarter of 2026, representing a year-on-year increase of 192.12%.
Cailian Press reported on April 18 that this week the three major A-share indices rebounded and rose. The Shanghai Composite Index gained 1.64% for the week, the Shenzhen Component Index rose 4.02%, and the ChiNext Index climbed 6.65%. The ChiNext Index reached a new high in nearly 11 years this week. The energy metals, batteries, and electronic chemicals sectors led the gains this week, while CPO, PCB, and liquid-cooled server concept stocks showed active performance.
This week, the battery industry chain surged, with CATL’s stock price continuing to hit a record high, Shengyang Co., Ltd. gaining 61.12% for the week, and Veken Technology rising 41.40%. In terms of news, CATL announced that it achieved revenue of 129.131 billion yuan in the first quarter of 2026, representing a year-on-year increase of 52.45%. Technologically, the world’s first lithium battery material capable of withstanding temperatures up to 1300°C has been successfully developed. Shen Xiaodong’s team from Nanjing Tech University improved the aerogel network structure and processing technology, increasing the heat resistance of the aerogel insulation sheet from an initial 650°C to 1300°C. Currently driven by demand from energy storage and new energy vehicles, the battery industry chain remains highly robust. According to the latest data released by the China Automotive Power Battery Industry Innovation Alliance, in March 2026, China’s combined production of power and energy storage batteries was 177.7 GWh, marking a month-on-month increase of 25.5% and a year-on-year increase of 50.2%.
This week, CPO concept stocks showed strong performance, with Taijin Xinneng gaining 59.08% and Xiechuang Data climbing 52.17%. In terms of news, leading CPO company Zhongji Xuchuang announced that it achieved revenue of 19.496 billion yuan in the first quarter of 2026, representing a year-on-year increase of 192.12%. Lumentum, a U.S.-based optical communications enterprise, recently stated that global tech giants’ demand for its optical components is accelerating, with order volumes already causing its planned capacity through 2028 to face sell-out risks.
In terms of net inflow of main funds, Foxconn Industrial Internet (FII) and GigaDevice saw net inflows exceeding 2 billion yuan this week. Regarding net outflows of main funds, Huatech Science & Technology, Northern Rare Earth, Hengtong Optic-Electric, and Dongshan Precision experienced net outflows surpassing 4 billion yuan this week.
