Ping An 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 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)

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)

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)

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

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)

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

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)

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)

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)

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)

S.C released FY2026 Q1 earnings on April 26 During-Market (BJT), actual revenue CNY 1.495 B (forecast CNY 1.948 B), actual EPS CNY 0.78 (forecast CNY 0.815)

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

Deye to Release FY2026 Q1 Earnings on April 30 After-Market (BJT), Forecast Revenue CNY 4.87 B, EPS CNY 1.28

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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

腾讯新闻 - 财经

Penghua SSE STAR New Energy ETF

ChinaAMC Green Electricity ETF

ChinaAMC CSI Photovoltaic Industry ETF

Guotai CSI Photovoltaic Industry ETF

Tongwei Co.,Ltd

Daqo Energy

Tianhong CSI Photovoltaic Industry ETF

China Merchants 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

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159175

159863

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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

Penghua CSI Photovoltaic Industry ETF

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

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The chairmen of China's battery and solar companies are advocating for stricter regulations to address overcapacity and competition issues that are harming profits and stability in the industry. They emphasize the need for top-down planning to prevent project overlap and excess capacity, which currently exceeds market demand significantly. Proposals include banning low-level production without technological advantages and establishing mandatory sales standards. Despite growth potential from geopolitical tensions and AI demand, manufacturers are facing profit declines, prompting regulators to intervene to curb irrational competition.

SCMP

China Southern CSI New Energy ETF

ChinaAMC CSI Battery Thematic ETF

E Fund CSI Green Power ETF

China’s energy bosses push for tighter rules as overcapacity bites

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In March 2026, the national industrial producer price index (PPI) changed from a year-on-year decrease of 0.9% in the previous month to an increase of 0.5%, with a month-on-month increase of 1.0%, marking the first increase after 41 consecutive months of decline. The rebound in photovoltaic and lithium battery prices is seen as a positive signal, but it is still in the preliminary clearing stage. Experts point out that despite the complex international situation and abundant domestic supply, the CPI growth rate is expected to continue to rise moderately, and the PPI growth rate may continue to rise, with the annual growth rate of industrial product prices being moderate and controllable

Jinko Solar

GANFENGLITHIUM

LONGi

Aiko Solar

Canmax Technologies

TRINA SOLAR

TIANQI LITHIUM

Ganfeng Lithium

Hwabao WP CSI Subdivision Chemical Industry Theme ETF

Dacheng CSI Battery Thematic ETF

GF CNI New Energy Vehicle Battery ETF

March PPI welcomes a key turnaround, "anti-involution" effects release as prices of photovoltaics and lithium batteries rise consecutively

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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

China Universal CSI Photovoltaic Industry ETF

GF CSI Photovoltaic faucet Leading 30 ETF

Harvest CNI Green Power ETF

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

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On March 30th, the green power sector experienced significant adjustments, raising concerns among investors. Nevertheless, the core investment logic remains unchanged, with an upgrade in energy security strategy. The intensification of geopolitical risks in the Middle East, soaring oil and gas prices, and the vulnerabilities of traditional energy sources are driving a reassessment of the value of green power. China holds a leading position in the global power industry, with photovoltaics, wind power, and other green energy becoming the core of the energy security strategy. It is expected that by the end of 2025, China's installed capacity for photovoltaics and wind power will significantly increase, presenting an opportunity for value reassessment in the green power sector

E Fund CSI New Energy ETF

From Computing Power to Electric Power: A New Paradigm for China's Green Electricity Going Global

As of April 7, 2026, the CSI Photovoltaic Industry Index rose by 0.88%, and the Ping An Photovoltaic ETF increased by 0.74%. The team from the Chinese Academy of Sciences published results in Nature Energy, successfully developing a self-protecting, non-flammable polymer electrolyte, achieving thermal runaway prevention in sodium-ion batteries for the first time. CITIC Securities pointed out that the domestic energy storage market will shift from cost priority to value creation, recommending leading manufacturers in the energy storage industry chain. The Ping An Photovoltaic ETF closely tracks the CSI Photovoltaic Industry Index, reflecting the overall performance of listed companies in the photovoltaic industry

The photovoltaic ETF Ping An rose nearly 1%, and China has made significant breakthroughs in sodium-ion batteries

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The Tianhong CSI Photovoltaic Industry ETF (159857) was subscribed for 42 million units last Friday, with a transaction amount of 148 million yuan, ranking first among the same category in the Shenzhen market. The photovoltaic industry index fell by 2.39%, but related stocks such as RoboTechnik and Jinko Power rose. The photovoltaic industry is facing a large-scale retirement wave, with a critical phase expected in 2026, prompting companies to accelerate their layout in photovoltaic recycling. Everbright Securities pointed out that future new demand and energy storage business will become profit growth points, and market-oriented mergers and acquisitions are expected to optimize the supply side

RoboTechnik

Jinko Power

The Tianhong Photovoltaic ETF (159857) received subscriptions for 42 million units last Friday, ranking first among the same category in the Shenzhen market, as companies flock to enter the photovoltaic recycling sector

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The export tax rebate policy for photovoltaic batteries will be fully canceled starting April 1, 2026, and the tax rebate rate for battery products will be adjusted in two phases. This policy adjustment marks the end of the era of export tax subsidies for China's photovoltaic and battery industries. Experts point out that as the competitiveness of the new energy industry strengthens, it is necessary to adjust policies in a timely manner to adapt to the new situation. Photovoltaic and battery products have become iconic products of China's green trade, and it is expected that the export scale of related products will reach 1.3 trillion yuan by 2025

E Fund CNI New Energy Battery ETF

CCB Principal Guozheng New Energy Vehicle Battery ETF

ChinaAMC ChiNext New Energy ETF

China Merchants CSI Battery Theme ETF

China Universal CSI Battery Theme ETF

Bocom Schroders CNI NEW ENERGY Index Fund(LOF)-A

中证新能

Huaan CSI Interior New Energy ETF

ChinaAMC CSI New Energy ETF

CNI New Energy

Wanjia CNI NEV Battery ETF

Tianhong ChiNext New Energy ETF

The export tax rebate for photovoltaic cells will come to an end, marking a turning point for industry development

Ping An CSI Photovoltaic Industry ETF(516180.SH)

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

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

China’s energy bosses push for tighter rules as overcapacity bites

March PPI welcomes a key turnaround, "anti-involution" effects release as prices of photovoltaics and lithium batteries rise consecutively

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