Sou Hu Cai Jing·2026-02-13 07:05Core Viewpoint - The A-share market experienced a volatile correction on February 13, with the Shanghai Composite Index falling over 1%, particularly affecting the battery sector, while the battery ETF Huatai-PineBridge (159796) saw a near 1% decline but attracted significant capital inflow, raising over 100 million yuan the previous day [1][3][5]. Group 1: Market Performance - The battery ETF Huatai-PineBridge (159796) showed active trading with a transaction volume of nearly 200 million yuan, indicating strong investor interest despite the market downturn [1]. - The component stocks of the battery ETF exhibited mixed performance, with Tianqi Lithium rising over 3% and several others, including Sunshine Power and Gree, declining over 3% [3][4]. Group 2: Industry Outlook - By 2025, global power battery shipments are projected to reach 1,495.1 GWh, marking a year-on-year growth of 42.2%, with a significant increase in the growth rate compared to previous forecasts [5]. - The overseas market for power batteries is expected to maintain high growth, with Chinese manufacturers increasing their market share, as evidenced by a 31.7% year-on-year increase in global power battery installation volume [6]. Group 3: Investment Opportunities - The battery sector is anticipated to benefit from a combination of strong demand and favorable export policies, creating a potential window for investment as production resumes post-holiday [7]. - The Huatai-PineBridge battery ETF is highlighted for its significant exposure to the energy storage segment, which is expected to benefit from surging overseas demand, with energy storage comprising 19% of its index [8][10].