Stock Markets, Week 40/26: RENIXX Tests Annual Low – New Constituents Samsung SDI and SMA Solar Gain Strongly – XPeng, Cadeler and Grenergy at Bottom of Index
Münster – The RENIXX World set a new annual low last week. The index of the renewable energy sector recovered somewhat by the end of the week but still closed marginally lower on a weekly basis. The composition of the RENIXX was adjusted last week as part of the regular major rebalancing date.
RENIXX Rebalancing as of October 1: Samsung SDI, SMA Solar and Solaria Join, Energy Storage Gains Weight
The composition of the RENIXX was adjusted as of October 1, 2026, as part of the regular major rebalancing date of September 30. Samsung SDI (South Korea), SMA Solar (Germany) and Solaria Energía (Spain) are new to the index; Array Technologies, Canadian Solar and JinkoSolar have been removed.
Following CATL, which was added on July 1, 2026, as the first battery manufacturer, Samsung SDI is the second energy storage company to join the index. Samsung SDI produces lithium-ion batteries for electric vehicles, stationary storage and backup power systems for data centers. SMA Solar supplies inverters, battery inverters and storage solutions. Solaria builds solar parks, wind and battery storage projects and develops sites with secured grid connections for data centers.
The rebalancing also reflects the trend toward renewable energy projects increasingly being developed and built in combination with storage systems.
RENIXX Closes at 1,173.18 Points: Samsung SDI and SMA Solar Lead the Gainers
The RENIXX World closed at 1,173.18 points on Friday, October 2, 2026. That is a decline of 0.8 percent, or 9.15 points, from the previous week (1,182.33 points, September 25, 2026). The biggest gains were recorded by the two new RENIXX constituents Samsung SDI (+7.8 percent) and SMA Solar (+6.4 percent), ahead of Enphase Energy (+4.3 percent), Scatec (+4.2 percent) and Northland Power (+3.2 percent). The biggest losers were XPeng (−7.3 percent), Cadeler (−5.8 percent), Grenergy Renovables (−4.7 percent), BYD (−4.4 percent) and Sunrun (−3.9 percent). On a year-to-date basis, the RENIXX is slightly in positive territory, up 3.8 percent or 42.81 points from the start of the year (December 30, 2025: 1,130.37 points), but still trades about 24.3 percent below its 52-week high of 1,550.58 points (June 3, 2026).
Company News Week 40/26
Nordex has secured orders totaling 220 MW from Germany, France, Portugal and Spain. Nordex also received a 56 MW wind energy order from WEB Windenergie AG (Austria). For the Auersthal RI project in the Gänserndorf district, Nordex will supply and install eight N175/6.X turbines of 7 MW each, replacing existing wind turbines. Nordex shares fell 3.4 percent to EUR 38.28.
BYD (EV/batteries) reported on October 1, 2026, that September sales rose 16.98 percent to 463,561 vehicles. BYD shares nevertheless lost 4.4 percent last week to EUR 8.38.
XPeng (EV, China) reported on October 1, 2026, that it delivered 41,256 vehicles in September, 0.78 percent fewer than in the same month a year earlier. With a decline of 7.3 percent to EUR 8.21, XPeng shares were the worst performer in the RENIXX during the reporting week.
Technical Picture: Annual Low Under Test
After breaking through the support zone of 1,190 to 1,200 points on September 24, 2026, the RENIXX continued its downward move. On Tuesday, September 29, 2026, it fell intraday to 1,145.32 points, below the support of around 1,160 points formed by the January and March lows. With a closing price of 1,157.14 points on October 1, 2026, the index set a new annual low on a closing basis. The index ended the week on Friday, October 2, 2026, at 1,173.18 points, 0.8 percent below the previous week's level.
As long as the RENIXX trades below the zone of 1,190 to 1,200 points and below its MA20 (1,202.50 points), MA50 (1,229.57 points) and MA200 (1,279.46 points, each based on the October 1, 2026 close), the broader downtrend since the 52-week high of June 3, 2026 (1,550.58 points) remains intact. The range of 1,145 to 1,160 points forms the current support zone; the RSI(14) stands at 36.8. The next major level below is the 52-week low of 1,055.19 points (November 21, 2025).
RENIXX at the Start of the Week
The RENIXX opened the new trading week on a firm note on Monday morning. The biggest gains in early trading were recorded by CATL, First Solar, China Longyuan, Samsung SDI and Plug Power. The biggest losses were posted by Solaria Energía, SMA Solar, Meridian Energy, EDP Renewables and Grenergy Renovables.
About the Global RENIXX World Equity Index and the Planned RENIXX ETF
The RENIXX® World (Renewable Energy Industrial Index, ISIN: DE000RENX014) is the world's first equity index for renewable energy and the oldest global market barometer for this industrial sector of the future. It covers wind energy, solar energy, bioenergy, geothermal energy, hydropower, electric mobility, hydrogen and fuel cells. The index comprises the 30 international companies with the highest free-float market capitalization and reflects both the performance and the global market development of the renewable energy industry. The RENIXX started on May 1, 2006, with a base value of 1,000 points. Backdated calculations were carried out to 2002. The index is available via leading financial media and data providers such as Bloomberg, Reuters, Financial Times, BlackRock (Aladdin) and Wallstreet Online. The companies in the RENIXX currently have a combined free-float market capitalization of around EUR 230 billion.
On the occasion of its 20th anniversary, IWR plans to launch an exchange-traded fund (ETF) that makes the RENIXX transparent, regulated and investable.
Source: IWR Online / © IWR, 2026
Source: IWR Online, 05 Oct 2026
