E Fund 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)

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)

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)

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

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)

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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562970

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On April 20th, the price of polysilicon futures surged significantly, with the main contract PS2606 rising by 9.00%. The market's expectations for the photovoltaic industry's "anti-involution" policy stimulated bullish sentiment. The Ministry of Industry and Information Technology and other departments held a meeting, emphasizing the need to regulate competition in the photovoltaic industry and promote high-quality development. Analysts pointed out that some major manufacturers plan to reduce production, which may lead to a contraction in supply and alleviate market pessimism. However, demand has not shown significant improvement, and subsequent inventory pressure may increase

腾讯新闻 - 财经

Huatai-PB CSI Photovoltaic Industry ETF

Guotai CSI Photovoltaic Industry ETF

Tianhong CSI Photovoltaic Industry ETF

INDUSTRIAL SECURITIES

The main contract for polysilicon hits the limit up again! Is it a rebound from overselling or an improvement in demand?

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The main contract for polysilicon futures hit the daily limit, reporting 34,770 yuan/ton, an increase of 9%. By the end of February, the installed capacity of renewable energy generation nationwide reached 2.381 billion kilowatts, accounting for 60.3% of the total installed power capacity in the country. The 9% value-added tax export rebate for photovoltaic products will be officially canceled on April 1, putting survival pressure on photovoltaic manufacturers and accelerating industry consolidation. It is expected that by 2026, in the photovoltaic industry chain, the prices of silicon materials and silicon wafers will decline, while the prices of modules will increase, benefiting the profits of related manufacturers

Invesco Solar ETF

China Merchants CSI Photovoltaic Industry ETF

Penghua CSI Photovoltaic Industry ETF

China Southern CSI New Energy ETF

Polycrystalline silicon futures hit the daily limit! Photovoltaic installed capacity accounts for over 60%, export tax rebates officially canceled

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As of March 20, the new energy industry chain is active, with strong performance in photovoltaic, energy storage, and grid equipment sectors, leading to related stocks hitting the daily limit. The conflict between the U.S. and Iran, along with attacks on Qatar's LNG production capacity, has caused global energy prices to rise, revealing the vulnerabilities in the traditional energy supply chain and prompting a revaluation of the new energy industry chain. The entire new energy chain plays an important role in ensuring energy independence and supply stability, with the industry's long-term growth potential continuing to expand. Investors can pay attention to the five core ETFs under E Fund to seize investment opportunities across the entire new energy chain

E Fund Hang Seng China A Power Grid Equipment ETF

E Fund CNI New Energy Battery ETF

E Fund CSI New Energy ETF

ChinaAMC CSI Grid Equipment Thematic ETF

Huatai-Pb CSI All Share Power Public Service ETF

Energy security strategy upgrade highlights the value of the entire new energy supply chain configuration

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The space photovoltaic concept has performed strongly in the market, with the E Fund CSI Photovoltaic Industry ETF rising over 2%. As of March 20, 2026, the CSI Photovoltaic Industry Index increased by 2.44%, and the E Fund CSI Photovoltaic Industry ETF traded 16.8483 million yuan, with a growth of 593 million yuan in scale over the past year. NVIDIA launched a space computing platform, promoting the photovoltaic industry to develop into outer space. Zhongyuan Securities pointed out that 2026 will be a key year for governance in the photovoltaic industry and suggested paying attention to leading companies in areas such as perovskite batteries and energy storage inverters

ChinaAMC CSI Photovoltaic Industry ETF

The space photovoltaic concept strengthened during the session, with the photovoltaic ETF E Fund rising over 2% repeatedly, as the photovoltaic industry welcomes opportunities for value transformation

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Today, the A-share market showed divergence, with the Shanghai Composite Index slightly up by 0.05% and the ChiNext Index soaring by 1.74%. The photovoltaic and lithium battery sectors experienced a comprehensive surge, while oil and gas, as well as military industries, saw a pullback. The market turnover reached 1.68 trillion yuan, indicating active trading. Foreign trade data exceeded expectations, validating the resilience of economic recovery and boosting the new energy and high-end manufacturing sectors. On the policy front, "computing and electricity synergy" has become a national strategy to promote investment in AI infrastructure

Ping An CSI Photovoltaic Industry ETF

Fullgoal CSI Battery Theme ETF

E Fund CSI Battery Thematic ETF

E Fund Artificial Intelligence ETF

China Southern CSI Battery Thematic ETF

ICBCCS CNI NEV Battery ETF

Yinhua CSI Photovoltaic Industry ETF

Ping An CSI Artificial Intelligence ETF

Just now! The A-shares staged a "great transfer of the universe," with funds pouring in crazily in this direction

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The space photovoltaic concept continues to be hot, with the photovoltaic ETF E Fund (562970) rising by 2.03%. As of March 11, the Shanghai Composite Index fell by 0.09%, the Shenzhen Component Index rose by 0.44%, and the ChiNext Index rose by 1.16%. Photovoltaic-related stocks performed strongly, with SOFARSOLAR rising over 10%. GF Securities pointed out that space photovoltaics are expected to bring a market space of hundreds of billions for photovoltaic equipment, attracting capital attention. Guotou Securities analyzed that solar wing battery technology is developing towards perovskite, and it is expected that the commercialization of perovskite will accelerate in 2025

SOFARSOLAR

The space photovoltaic concept is heating up, and the photovoltaic ETF E Fund rose by 2.03%

中证新能

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China has opted not to establish ambitious targets for solar energy in its latest five-year plan, signaling the industry's growing challenges following years of rapid expansion. Bloomberg posted on X, indicating that the decision underscores the difficulties faced by the sector as it grapples with issues such as market saturation and technological hurdles. The move marks a shift from previous plans that aggressively promoted solar energy development, reflecting a more cautious approach amid evolving industry dynamics.

CoinLive

AXA SPDB CSI Photovoltaic Industry ETF

China's Solar Energy Goals Reflect Industry Challenges

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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

China Universal CSI Photovoltaic Industry ETF

Penghua SSE STAR New Energy ETF

Global X Solar ETF

Amplify Lithium & Battery Tech ETF

Global X Lithium & Battery Tech

iShares S&P Global Clean Energy

GF CSI Photovoltaic faucet Leading 30 ETF

ChinaAMC Green Electricity ETF

China Universal CSI Battery Theme ETF

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

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The National Energy Administration released the construction situation of photovoltaic power generation for 2025, showing that last year the newly added grid-connected capacity was nearly 317 million kilowatts, and by the end of last year, the cumulative grid-connected capacity was nearly 1.2 billion kilowatts

AASTOCKS

ChinaAMC CSI New Energy ETF

Mainland China added nearly 320 million kilowatts of new photovoltaic power generation capacity last year

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The National Energy Administration released the photovoltaic power generation construction situation for 2025. The newly added grid-connected capacity in 2025 is 31,657.4 MW, and the cumulative grid-connected capacity by the end of 2025 will be 119,991.4 MW

Fullgoal CSI Photovoltaic Industry ETF

National Energy Administration: The newly added grid-connected capacity for photovoltaic power generation in 2025 is 31,657.4 MW

E Fund CSI Photovoltaic Industry ETF(562970.SH)

The main contract for polysilicon hits the limit up again! Is it a rebound from overselling or an improvement in demand?

Polycrystalline silicon futures hit the daily limit! Photovoltaic installed capacity accounts for over 60%, export tax rebates officially canceled

Energy security strategy upgrade highlights the value of the entire new energy supply chain configuration

The space photovoltaic concept strengthened during the session, with the photovoltaic ETF E Fund rising over 2% repeatedly, as the photovoltaic industry welcomes opportunities for value transformation

Just now! The A-shares staged a "great transfer of the universe," with funds pouring in crazily in this direction