GF CSI Photovoltaic faucet Leading 30 ETF

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

Canadian Solar Announces Q2 2026 Module Shipments of 3.1-3.3 GW, Revenue Forecast of $1-1.2 Billion

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)

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)

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

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 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 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)

JSG released FY2026 Q1 earnings on April 27 After-Market (BJT), actual revenue CNY 1.729 B (forecast CNY 4.122 B), actual EPS CNY 0.08 (forecast CNY 0.1869)

CSI Solar released FY2026 Q1 earnings on April 27 During-Market (BJT), actual revenue CNY 7.129 B, actual EPS CNY 0.14

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)

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)

KEHUA DATA released FY2025 earnings on April 26 After-Market BJT, actual revenue CNY 8.16 B (forecast CNY 9.676 B), actual EPS CNY 0.83 (forecast CNY 1.025)

KEHUA DATA released FY2026 Q1 earnings on April 26 After-Market (BJT), actual revenue CNY 1.43 B (forecast CNY 1.435 B), actual EPS CNY 0.15 (forecast CNY 0.24)

KEHUA DATA released FY2025 Q4 earnings on April 26 After-Market (BJT), actual revenue CNY 2.455 B (forecast CNY 4.29 B), actual EPS CNY 0.1227 (forecast CNY 0.3634)

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

TCL TECH. to Release FY2026 Q1 Earnings on April 30 During-Market (BJT), Forecast Revenue CNY 48.88 B, EPS CNY 0.0948

TBEA to Release FY2026 Q1 Earnings on April 30 During-Market (BJT), Forecast Revenue CNY 26.44 B

2026 Feishu AI Pioneer Contest Advanced Manufacturing Finals Showcase AI Applications in Manufacturing

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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

腾讯新闻 - 财经

China Universal CSI Photovoltaic Industry ETF

Huatai-PB CSI Photovoltaic Industry ETF

Ping An CSI Photovoltaic Industry 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

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

Tianhong CSI Photovoltaic Industry ETF

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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As of April 2, 2026, the ChinaAMC CSI Photovoltaic Industry ETF (515370) has fallen by 2.12%. The performance of constituent stocks varied, with Autowell rising by 3.78% and NYOCOR Co., Ltd. falling by 7.41%. The photovoltaic industry is facing a large-scale retirement wave, which is expected to create a market worth hundreds of billions. China International Capital Corporation pointed out that the industry is still undergoing deep adjustments, while Guotai Haitong Securities believes that oil price fluctuations are driving the energy transition. The photovoltaic ETF tracks the CSI Photovoltaic Industry Index, reflecting the overall performance of the photovoltaic industry

NYOCOR Co., Ltd.

Autowell

ChinaAMC CSI Photovoltaic Industry ETF

The photovoltaic equipment is facing a retirement wave worth hundreds of billions, and the low-fee photovoltaic ETF ChinaAMC (515370) highlights its allocation value

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The new energy sector has recently experienced a resonance both domestically and internationally, with global geopolitical conflicts driving up oil and gas prices and promoting the development of energy security. Europe, which relies on imported fossil energy, faces greater impacts. The European Union plans to launch an investment fund to support the transition to green energy. Domestic policies such as the "dual carbon" goals and the ecological environment code are promoting the development of new energy, benefiting areas like wind, solar, and energy storage. The introduction of the electricity collaboration policy marks the country's emphasis on new energy, bringing structural opportunities

E Fund CSI Green Power ETF

First Trust Global Wind Energy

Bosera CSI All Share Electric Utilities ETF

ChinaAMC Green Electricity ETF

CNI New Energy

First Trust Nasdaq Clean Edg Liquid Series

CS新能车

Hua Xia CSI New Energy Vehicles ETF

中证新能

Penghua SSE STAR New Energy ETF

GF CSI All Share Power Public Service ETF

Guotai CSI New Energy Vehicles ETF

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

The resonance of new energy both internally and externally, wind, solar, storage, and lithium welcome comprehensive opportunities

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The photovoltaic sector has recently experienced a significant pullback, with the CSI Photovoltaic Industry Index falling by 4.10%. Major constituent stocks such as Maxwell and NYOCOR Co., Ltd. dropped by 14.19% and 9.33%, respectively. The photovoltaic ETF Ping An also declined by 4.06%. Starting from April 1, 2026, the value-added tax export rebate for photovoltaic products will be canceled. Industry analysts believe this move will drive the photovoltaic industry towards a transformation of high-quality development. Dongfang Securities pointed out that the photovoltaic industry has entered a phase of deceleration and recommends selecting companies with technological iteration capabilities

Maxwell

The photovoltaic sector has significantly corrected, highlighting the long-term layout value of the Ping An photovoltaic ETF

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At the 16th China International Clean Energy Expo, the China Photovoltaic Industry Association held the "2026 Photovoltaic Market Development Forum" to discuss the high-quality development and market-oriented reform of the photovoltaic industry. Experts at the conference pointed out that the photovoltaic industry is shifting from scale expansion to value-driven growth, with an expected addition of 317 million kilowatts of installed capacity by 2025, and the proportion of photovoltaic power generation in social electricity consumption is expected to rise to 11%. Policy adjustments will drive companies to enhance their operational capabilities, while the returns on energy storage projects may decline, requiring companies to improve profits through accurate forecasting and scientific trading

Invesco Solar ETF

Penghua CSI Photovoltaic Industry ETF

Yinhua CSI Photovoltaic Industry ETF

With the start of the "14th Five-Year Plan," how can photovoltaics break through? Market-oriented reforms and the synergy of solar energy storage are key

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The Middle East conflict disrupts the global oil and gas market, and in extreme cases, oil prices could rise to $108 per barrel, pushing up inflation. Historically, surges in energy prices have often forced countries to pay higher fuel costs, but as solar and battery prices continue to decline, more and more countries are accelerating their transition to renewable energy. Analysts believe that if oil and gas supplies remain disrupted, global demand for clean technologies such as photovoltaics and batteries may further increase

- Media reports indicate that escalating attacks on energy infrastructure could drive crude oil prices to $108 per barrel, significantly fueling inflation and threatening recessions in some European economies.  
- In contrast to past crises, the decline in solar and battery prices offers new options for energy transition, notably in Europe, where solar installations have surged post the Ukraine conflict.  
- Analysts suggest that sustained disruptions in oil and gas supply may push consumers toward solar and battery technologies, with global solar installations hitting a record 655 GW last year.

Wallstreetcn

GF CNI New Energy Vehicle Battery ETF

E Fund CSI Photovoltaic Industry ETF

Global X Solar ETF

Amplify Lithium & Battery Tech ETF

Global X Lithium & Battery Tech

iShares S&P Global Clean Energy

China Universal CSI Battery Theme ETF

The energy crisis escalates, will the photovoltaic and battery industries become the biggest winners?

GF CSI Photovoltaic faucet Leading 30 ETF(560980.SH)

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

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

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

The photovoltaic equipment is facing a retirement wave worth hundreds of billions, and the low-fee photovoltaic ETF ChinaAMC (515370) highlights its allocation value

The resonance of new energy both internally and externally, wind, solar, storage, and lithium welcome comprehensive opportunities