As of April 10, 2026, 14:42, the China Universal CSI Photovoltaic Industry Index (931151) surged by 2.37%. The constituent stocks such as DeYe Co., Ltd. rose by 10.00%, Aiko Solar increased by 6.61%, Juhe Materials went up by 6.25%, and stocks like Sungrow Power and GoodWe also followed suit. The Photovoltaic ETF Ping An (516180) rose by 2.51%, with the latest price reported at 0.86 yuan.
The energy storage sector saw a strong rally. On April 9, the Ministry of Industry and Information Technology and three other departments held a symposium for enterprises in the power and energy storage battery industry to deploy work related to regulating industrial competition order. The meeting emphasized the importance and urgency of addressing &#34;involution&#34; competition, firmly resisting unreasonable and unfair competition behaviors, and continuously promoting capacity warning control, regulating price competition, compressing supplier payment terms, and addressing &#34;involution externalization.&#34;
CITIC Construction Investment Securities pointed out that the bidding data for energy storage projects from January to March 2026 showed rapid year-on-year growth, with state-owned enterprises participating much more than in 2025, and companies' investment enthusiasm is high. The vigorous bidding in January has gradually translated into winning bids, with projects from Huadian (12GWh), China General Nuclear Power (7.2GWh), State Power Investment (7GWh), and China Electric Equipment (19.8GWh, battery cells) winning bids in March, resulting in a nearly 350% year-on-year increase in winning bid volume. In terms of price, the procurement prices of state-owned enterprises are gradually recovering and rising, with the lowest price reaching above 0.51 yuan/kWh, and the average price around 0.52 yuan/kWh, which can effectively transmit the impact of rising lithium carbonate and system operating costs. The energy storage sector remains optimistic: after the issuance of supporting documents for Document No. 114, it will enter a peak investment period, with large orders from state-owned enterprises being released; the overseas market, amid ongoing conflicts in Iran, will see energy storage as an effective means to address power shortages, with fundamentals continuing to rise.
The Photovoltaic ETF Ping An closely tracks the China Universal CSI Photovoltaic Industry Index, which selects no more than 50 of the most representative listed company securities involved in the photovoltaic industry chain from upstream, midstream, and downstream for the index sample, reflecting the overall performance of listed company securities in the photovoltaic industry.
Data shows that as of March 31, 2026, the top ten weighted stocks in the China Universal CSI Photovoltaic Industry Index (931151) are TBEA, LONGi Green Energy, Sungrow Power, TCL Technology, DeYe Co., Ltd., Tongwei Co., Ltd., Maiwei Co., Ltd., Roborock, Chint Electric, and JinkoSolar, with the top ten weighted stocks accounting for a total of 53.34%.
The Photovoltaic ETF Ping An (516180), off-market connection (Ping An China Universal CSI Photovoltaic Industry ETF Connection Initiated A: 026720; Ping An China Universal CSI Photovoltaic Industry ETF Connection Initiated C: 026721), related index funds (Ping An China Universal CSI Photovoltaic Industry Index A: 012722; Ping An China Universal CSI Photovoltaic Industry Index C: 012723; Ping An China Universal CSI Photovoltaic Industry Index E: 024618)
Risk Warning: Funds carry risks, and investment should be cautious. The fund manager promises to manage and utilize fund assets based on the principles of honesty, credit, diligence, and responsibility, but does not guarantee that this fund will definitely make a profit, nor does it guarantee a minimum return. The fund manager reminds investors of the &#34;buyer bears the risk&#34; principle in fund investment. After making an investment decision, the investment risks arising from the fund's operating status and changes in the fund's net value are borne by the investors themselves. The past performance of the fund and its net value does not indicate its future performance. The performance of other funds managed by the fund manager does not constitute a guarantee of the performance of this fund. When investors purchase funds, they may share in the profits generated by the fund's investments according to their holdings, but they may also bear the losses brought about by the fund's investments. Investors should carefully read the &#34;Fund Contract,&#34; &#34;Prospectus,&#34; and other legal documents related to the fund, fully understand the risk-return characteristics and product features of this fund, and judge whether the fund is suitable for their risk tolerance based on their investment objectives, investment horizon, investment experience, asset status, etc., rationally assess the market, and make cautious investment decisions. The relevant information in this material comes from publicly available sources that the fund manager considers reliable. The relevant opinions, assessments, and forecasts only reflect current judgments and may change in the future. Any market opinions contained in this material are based on corresponding assumptions, and any assumptions may change at any time. The fund manager does not promise or guarantee that any predictive market opinions will necessarily be realized. The individual stocks mentioned in the material do not constitute investment recommendations or advice. The fluctuations in the secondary market of ETF funds do not represent the actual rate of return of the fund; investors should pay attention to the risks of price fluctuations in the market

516290

515790

516180

560980

159625

159864

The photovoltaic ETF Ping An rose by 2.51%, and the CSI Photovoltaic Industry Index increased by 2.37%. The energy storage industry is advancing the regulation of competitive order due to a meeting held by the Ministry of Industry and Information Technology and three other departments, emphasizing the need to resist unreasonable competition. CITIC Securities pointed out that the year-on-year growth rate of energy storage project bidding data is rapid, with significant participation from state-owned enterprises, and the bidding volume in March increased by nearly 350% year-on-year. It is expected that the energy storage sector will usher in an investment peak, with rising demand in overseas markets

腾讯新闻 - 财经

China Universal CSI Photovoltaic Industry ETF

Huatai-PB CSI Photovoltaic Industry ETF

Ping An CSI Photovoltaic Industry ETF

GF CSI Photovoltaic faucet Leading 30 ETF

Harvest CNI Green Power ETF

Guotai CSI Photovoltaic Industry ETF

The photovoltaic ETF Ping An rose over 2.5%, and four departments are promoting the storage industry to counteract involution