ChinaAMC CSI Photovoltaic Industry ETF

China Huaneng and Longi Green Energy Sign Strategic Cooperation Agreement in New Energy Sector

TBEA Responds to Profit Decline and Xinte Energy's Lower Valuation Compared to Peers

Tongwei Co., Ltd released FY2025 Q4 earnings on April 29 After-Market (BJT), actual revenue CNY 19.53 B (forecast CNY 20.63 B), actual EPS CNY -0.9517 (forecast CNY -0.5994)

Tongwei Co., Ltd released FY2025 Annual Earnings on April 29 After-Market (BJT), actual revenue CNY 84.13 B (forecast CNY 90.08 B), actual EPS CNY -2.1222 (forecast CNY -1.5515)

TBEA released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 24.95 B (forecast CNY 26.44 B), actual EPS CNY 0.3614

Tongwei Co., Ltd released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 12.13 B (forecast CNY 17.16 B), actual EPS CNY -0.543 (forecast CNY -0.255)

Deye released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 4.459 B (forecast CNY 4.87 B), actual EPS CNY 1.31 (forecast CNY 1.28)

TCL TECH. released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 43.48 B (forecast CNY 48.88 B), actual EPS CNY 0.0682 (forecast CNY 0.0948)

LONGi released FY2025 Q4 earnings on April 28 After-Market (BJT), actual revenue CNY 19.43 B (forecast CNY 21.37 B), actual EPS CNY -0.401 (forecast CNY -0.2875)

LONGi released FY2025 earnings on April 28 After-Market (BJT), actual revenue CNY 70.35 B (forecast CNY 72.69 B), actual EPS CNY -0.85 (forecast CNY -0.5775)

LONGi released FY2026 Q1 earnings on April 28 Pre-Market (BJT), actual revenue CNY 11.19 B (forecast CNY 13.32 B), actual EPS CNY -0.25 (forecast CNY -0.105)

RoboTechnik released FY2026 Q1 earnings on April 28 During-Market (BJT), actual revenue CNY 163.71 M (forecast CNY 286.67 M), actual EPS CNY -0.23 (forecast CNY 0.17)

TCL Industry Showcases New Products and Emphasizes R&D and Global Expansion

China's Solar Power Addition and Installed Capacity Increased Significantly in Q1

Maxwell released FY2026 Q1 earnings on April 27 During-Market (BJT), actual revenue CNY 1.337 B (forecast CNY 2.511 B), actual EPS CNY 0.42 (forecast CNY 0.56)

Maxwell released FY2025 annual earnings on April 27 After-Market (BJT), actual revenue CNY 8.152 B (forecast CNY 8.839 B), actual EPS CNY 2.59 (forecast CNY 3.163)

Maxwell released FY2025 Q4 earnings on April 27 After-Market BJT, actual revenue CNY 1.948 B (forecast CNY 2.34 B), actual EPS CNY 0.2096 (forecast CNY 0.965)

TZE released FY2026 Q1 earnings on April 27 After-Market (BJT), actual revenue CNY 6.549 B (forecast CNY 6.013 B), actual EPS CNY -0.4119 (forecast CNY -0.36)

Sungrow Power Supply released FY2026 Q1 earnings on April 27 After-Market (BJT), actual revenue CNY 15.56 B (forecast CNY 21.85 B), actual EPS CNY 1.11 (forecast CNY 1.5529)

Tongwei Co., Ltd to release FY2026 Q1 earnings on April 30 After-Market BJT, forecast revenue CNY 17.16 B, EPS CNY -0.21

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Demand for solar equipment doubled in March, just as the oil crisis started.

Tongwei Co.,Ltd

TRINA SOLAR

Sungrow Power Supply

Daqo New Energy

Daqo Energy

Jinkosolar

JA SOLAR

XINYI SOLAR

GCLSI

Jinko Solar

LONGi

Penghua CSI Photovoltaic Industry ETF

China Merchants CSI Photovoltaic Industry ETF

Penghua SSE STAR New Energy ETF

Demand for China solar doubles

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The photovoltaic ETF Huaxia (515370) quickly fell after the opening on April 14, then surged strongly, with an increase of 0.4%. The performance of constituent stocks varied, with Jinko Power leading the rise at 7.66%. Recently, Jinko Power announced a share repurchase, and Arctech signed a supply agreement for a photovoltaic project in the UAE. TCL Electronics expects significant growth in global new photovoltaic installed capacity. Everbright Securities believes that rising geopolitical risks increase the demand for energy security, and the performance of the photovoltaic industry in the first quarter will continue to improve, suggesting attention to leading companies in related sub-sectors

腾讯新闻 - 财经

Jinko Power

Arctech

Overseas demand for photovoltaics continues to improve, low-fee photovoltaic ETF ChinaAMC (515370) rises

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Commodity futures closed. The main polysilicon contract hit the limit up, lithium carbonate rose over 5%, container shipping Europe route futures, crude oil, and low sulfur fuel oil gained over 3%, while Shanghai nickel, fuel oil, and industrial silicon increased over 2%. Caustic soda fell over 3%, and BR rubber declined over 2%

Wallstreetcn

Yunnan Tin

HSPC

Pro Ultr Bloomberg Crude Oil

Penghua Guozheng Non-ferrous Metal Industry ETF

ProShares Ultra Energy

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

China Merchants CSI Battery Theme ETF

GF Fund CNI New Energy Battery ETF

Us Brent Oil

Guotai CSI Non-ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

United States Oil Fund LP

SPDR O&G Ex & Prd

iShares US Oil & Gas Expl & Prod

E Fund CNI New Energy Battery ETF

ChinaAMC CSI Petrochemical Industry ETF

China Universal CSI Oil & Gas Resources ETF

ICBCCS CNI NEV Battery ETF

ICBCCS CSI SEEE Carbon Neutral ETF

Hwabao WP CSI Non-ferrous Metal ETF

China Southern CSI New Energy ETF

Invesco Solar ETF

Harvest CSI Battery Theme ETF

Harfor CSI Rare Metals Theme ETF

China Universal CSI Energy ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

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The photovoltaic equipment sector experienced a short-term surge on April 13, with Tongwei Co., Ltd. hitting the daily limit, and other companies like Daqo Energy also rising. Previously, concerns in the market were triggered by negative news regarding photovoltaic equipment exports, but industry insiders clarified that the recent symposium did not issue any explicit bans, and the industry logic remains positive. Brokerage analysts believe that this discussion will only affect market sentiment, and exports of photovoltaic equipment will continue as normal. The photovoltaic capacity targets set by Tesla and SpaceX, both under Elon Musk, have also instilled confidence in Chinese equipment manufacturers

ChinaAMC Green Electricity ETF

Guotai CSI Photovoltaic Industry ETF

Ping An CSI Photovoltaic Industry ETF

Tianhong CSI Photovoltaic Industry ETF

Huatai-PB CSI Photovoltaic Industry ETF

Industry insiders clarify the regulation of photovoltaic equipment exports, leading to a surge in the photovoltaic equipment sector

The China Merchants CSI Photovoltaic Industry ETF (516230) has seen a net inflow of 140 million yuan for 7 consecutive days, indicating market attention on the revaluation opportunities in the photovoltaic sector. On April 10th, the Ministry of Industry and Information Technology held a meeting, emphasizing the need to break the inward competition within the photovoltaic industry and enhance the security of the supply chain. South Korea plans to increase the share of renewable energy generation to over 20% by 2030, driving domestic photovoltaic manufacturing demand. Huafu Securities believes this will create opportunities for China's photovoltaic equipment exports, with demand in Southeast Asia and Northeast Asia expected to grow. The China Merchants CSI Photovoltaic Industry ETF closely tracks the CSI Photovoltaic Industry Index

Photovoltaic anti-involution + demand for local manufacturing in South Korea, expectations for overseas expansion accelerate, photovoltaic ETF China Merchants (516230) has seen a net inflow of 140 million for 7 consecutive days

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The Yinhua CSI Photovoltaic Industry ETF (516880) rose over 1% on April 13, with a transaction volume of 24.726 million yuan, and a net inflow of 11.45 million yuan over the past five trading days. The CSI Photovoltaic Industry Index increased by 0.98%, with strong performances from constituent stocks such as Deye Shares and Quartz Shares. Zhongtai Securities pointed out that the logic of photovoltaic equipment going overseas remains unchanged, with overseas demand continuing to be released, and related companies are not restricted. Canadian Solar's HJT battery factory in the U.S. has begun trial production

Yinhua CSI Photovoltaic Industry ETF

Yinhua CSI Photovoltaic Industry ETF (516880) rose over 1%, institutions: The logic of photovoltaic equipment going overseas remains unchanged, optimistic about the release of overseas demand

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The photovoltaic ETF Ping An rose by 0.35%, and the CSI Photovoltaic Industry Index increased by 0.42%. The battery supply chain is active, with CATL's stock price reaching a historic high. In April 2026, the total production capacity of China's lithium battery market is approximately 235GWh, a month-on-month increase of 7.3%. In March, the combined output of power and energy storage batteries was 177.7GWh, a month-on-month increase of 25.5%. The Ministry of Industry and Information Technology and other departments held a symposium to deploy the regulation of industrial competition. The industrialization of solid-state batteries is advancing, and it is recommended to pay attention to leading companies in the battery and related materials segments

CATL

E Fund CSI Battery Thematic ETF

The photovoltaic ETF Ping An is on the rise, and the battery industry chain is strongly surging

As of 9:55, the Photovoltaic ETF ChinaAMC (515370) fell by 1.94%, with the latest quote at 0.961 yuan. The constituent stocks showed mixed performance, with a turnover rate of 0.61% and a transaction volume of 7.931 million yuan. Recently, multiple provinces have introduced favorable policies for photovoltaics, and Jinko Solar has signed a large order in the European market. United Ratings believes that the mismatch between capacity and demand in the photovoltaic industry chain will improve, and the global photovoltaic market still has growth potential. This ETF has a clear fee advantage, with an annual management fee rate of 0.4% and an annual custody fee rate of 0.1%

Multiple regions increase policies, low-fee photovoltaic ETF ChinaAMC (515370) adjusts to welcome allocation window

KGRN

Chinese photovoltaic products play an important role in the global energy crisis, helping multiple countries reduce their dependence on oil. With the changes in the situation in the Middle East, the green industry has become a new stabilizing force. Countries such as Pakistan, Vietnam, and Mongolia are improving their ecological environment through Chinese technology, promoting the adoption of electric vehicles and photovoltaic solar panels. Distributed photovoltaic systems in Pakistan provide power security for millions of households, becoming an effective means to address fuel shortages

KraneShares MSCI China Clean Tech Ind ETF

Chinese photovoltaic products help multiple countries withstand the oil crisis

ChinaAMC CSI Photovoltaic Industry ETF(515370.SH)

Demand for China solar doubles

Overseas demand for photovoltaics continues to improve, low-fee photovoltaic ETF ChinaAMC (515370) rises

Industry insiders clarify the regulation of photovoltaic equipment exports, leading to a surge in the photovoltaic equipment sector

Photovoltaic anti-involution + demand for local manufacturing in South Korea, expectations for overseas expansion accelerate, photovoltaic ETF China Merchants (516230) has seen a net inflow of 140 million for 7 consecutive days