China Universal CSI Photovoltaic Industry ETF

159857

159609

516290

516880

588830

515790

03134

Hainan Deruida New Energy Technology Co., Ltd.; announced on Thursday that its first-quarter revenue decreased by 9.6% year-on-year to RMB 1.69 billion (USD 248 million), but its net profit was RMB 14.16 million, turning a profit from a loss of RMB 105.9 million in the same period last year. The company stated that the improvement in profitability was mainly due to the rise in solar cell prices, which enhanced profit margins. During this period, the company acquired shares in Shanghai Xingyi New Energy Technology and purchased 60% of Shanghai Fuyao Xinghe Aerospace Technology, thereby indirectly controlling Shanghai Xuntian Qianhe Space Technology to expand application scenarios and develop a second growth curve

BambooWorks

Tianhong CSI Photovoltaic Industry ETF

AXA SPDB CSI Photovoltaic Industry ETF

Yinhua CSI Photovoltaic Industry ETF

Penghua SSE STAR New Energy ETF

Huatai-PB CSI Photovoltaic Industry ETF

CSOP CSI PV

BRIEF: Rising solar cell prices lift Drinda back to the black

002865

159863

Hainan Drinda New Energy Technology Co., Ltd., a photovoltaic cell manufacturer, announced that its revenue for the first quarter of this year was 1.694 billion yuan, with net profit turning from a loss to a profit of 14.16 million yuan, mainly benefiting from the increase in the sales price of solar cells. The company also holds shares in Shanghai Xingyi Xinneng Technology and acquired a 60% stake in Shanghai Fuyuan Xinghe Aerospace Technology, expanding the application of photovoltaic technology. The net cash outflow from operating activities was 704 million yuan. Drinda maintains a high market share in overseas markets, and its stock price slightly declined on Friday

Drinda

Penghua CSI Photovoltaic Industry ETF

Brief News: Battery cell prices rebound, Drinda turns a profit in the first quarter

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

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

02865

Drinda announced that for the first quarter ending in March, according to Chinese accounting standards, operating revenue was 1.694 billion RMB, a year-on-year decrease of 9.6%. Net profit attributable to shareholders was 14.16 million RMB, compared to a loss of 106 million RMB in the same period last year, turning from loss to profit, mainly benefiting from the increase in the selling price of battery cells; earnings per share were 0.05 RMB

AASTOCKS

DRINDA

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

"Performance" Drinda earned 14.16 million RMB in the first quarter, turning a loss into a profit

159611

562550

Hainan Drinda Narrows Losses and Returns to Profit Despite Revenue Decline

Tip Ranks

GF CSI All Share Power Public Service ETF

Bosera CSI All Share Electric Utilities ETF

ChinaAMC Green Electricity ETF

Hainan Drinda Narrows Losses and Returns to Profit Despite Revenue Decline

RAYS

The Silicon Industry Association pointed out that the market sentiment for monocrystalline silicon is negative, and the prices of silicon wafers are under downward pressure. This week, the prices of N-type G10L, G12R, and G12 monocrystalline silicon wafers fell by 5.05%, 5.61%, and 7.81%, respectively. Due to the continuous decline in polysilicon prices, weak downstream demand, and inventory pressure, the silicon wafer market is expected to remain weak in the short term. Although market sentiment is pessimistic, if demand improves in the future, silicon wafer prices are expected to stabilize

Zhitong

Global X Solar ETF

Invesco Solar ETF

Silicon Industry Association: The market sentiment for monocrystalline silicon is negative, and wafer prices are under downward pressure

Hainan Drinda New Energy Technology Co., Ltd. released its annual report for 2025, showing operating revenue of 7.627 billion yuan, a year-on-year decrease of 23.36%; net profit loss of 1.416 billion yuan, with the loss margin expanding by 139.51%. Since its transformation to the photovoltaic cell business in 2022, the company has incurred losses for two consecutive years, with losses worsening. The gross profit margin for 2025 is -1.33%, and the gross profit margin for the core product, photovoltaic cells, has turned negative for the first time, as sales prices cannot cover production costs, cash flow has deteriorated, and the company faces survival challenges

With consecutive years of significant losses, how will the "third-generation successor" Lu Xuyang reshape Drinda's "blood-making" ability?

Next week, the March PMI data will be released, and the VAT export rebate for products such as photovoltaics will be canceled starting April 1, 2026. In addition, there will be 3 new stock issuances and 1 new stock listing. The manufacturing PMI for February was 49.0%, and the non-manufacturing business activity index was 49.5%. Analysts believe that the slowdown in manufacturing is a short-term phenomenon, and as the impact of the Spring Festival holiday fades, the economy will return to normal. The cancellation of the photovoltaic export rebate will drive the industry towards high-quality development

[Next Week Highlights] PMI data release is imminent, and the photovoltaic export tax rebate will be canceled

China Universal CSI Photovoltaic Industry ETF(516290.SH)

BRIEF: Rising solar cell prices lift Drinda back to the black

Brief News: Battery cell prices rebound, Drinda turns a profit in the first quarter

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

"Performance" Drinda earned 14.16 million RMB in the first quarter, turning a loss into a profit

Hainan Drinda Narrows Losses and Returns to Profit Despite Revenue Decline

Silicon Industry Association: The market sentiment for monocrystalline silicon is negative, and wafer prices are under downward pressure

With consecutive years of significant losses, how will the "third-generation successor" Lu Xuyang reshape Drinda's "blood-making" ability?

[Next Week Highlights] PMI data release is imminent, and the photovoltaic export tax rebate will be canceled