碳中和ETF泰康紧密跟踪中证内地低碳经济主题指数，中证内地低碳经济主题指数由清洁能源发电、能 源转换及存储、清洁生产及消费与废物处理等公司组成，以反映低碳经济主题上市公司证券的整体表 现。 泰康碳中和ETF（560560）紧密跟踪中证内地低碳经济主题指数，该指数由清洁能源发电、能源转换及 存储、清洁生产及消费与废物处理等公司组成，全面反映低碳经济主题上市公司证券的整体表现。 中证内地低碳经济主题指精选50家低碳经济核心企业，构建起"清洁能源发电—能源转换存储—清洁生 产消费"的全产业链布局，通过投资泰康碳中和ETF（560560），投资者能够一键布局碳中和全产业 链，轻松分享产业蓬勃发展带来的红利。无论是电力产业的"清洁化转型"，还是新能源产业的"技术突 围"，都将为ETF成分股带来业绩增长的确定性。而且，凭借"一篮子持股"特性，它有效规避了个股可 能面临的淘汰风险，让投资者能够精准捕捉龙头红利。 截至2025年8月15日 13:04，碳中和ETF泰康(560560)上涨2.44%，跟踪指数中证内地低碳经济主题指数 (000977)强势上涨2.40%，成分股捷佳伟创(300724)上涨11.44%，明阳智能( ...

8月15日，A股大面积回暖，光伏板块再度异军突起！费率最低档的光伏龙头ETF（516290）爆量大涨近4%，盘中一度涨超4%，成交额放量至4000万元！ 光伏龙头ETF（516290）标的指数成分股多数冲高，捷佳伟创涨超11%，石英股份涨10%，联泓新科、科士达10cm涨停，阳光电源涨超8%，通威股份、晶澳 科技涨超7%，隆基绿能、正泰电器等涨幅居前！ 【光伏龙头ETF（516290）标的指数前十大成分股】 | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 历史零额 | 估自权重 ▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300274 | 阳光电源 | 电力设备 | 8.18% | 55.00亿 | 12.28% | | 2 | 601012 | 降其绿能 | 电力设备 | 3.34% | 13.46 Z | 9.36% | | 3 | 000100 | TCL科技 | 电子 | 1.36% | 5.38 Z | 9.12% | | ব | 600089 | 特变电工 | 电力设备 | 1.72% | 4.81亿 | 7.03% ...

Core Viewpoint - The photovoltaic module market is experiencing a shortage and price increase, with current quotes reaching 0.7 yuan/W, up from approximately 0.66 yuan/W in late June, primarily for the 710W large-format modules [1][2]. Group 1: Market Dynamics - After the "rush installation tide" triggered by the "136 Document" from the National Development and Reform Commission and the National Energy Administration, the market is now facing shortages and price hikes again in August [2]. - The current shortage is attributed to rising upstream polysilicon prices and limited production capacity from certain manufacturers, rather than a significant increase in downstream demand [2][3]. - The installation volume of photovoltaic modules reached 92.92 GW in May, marking a year-on-year increase of 388% and a month-on-month increase of 105.5% [3]. Group 2: Production and Supply Chain - Major manufacturers are adjusting production based on orders and market conditions to reduce inventory and mitigate risks associated with price declines during industry cycles [3]. - As of July, module production was approximately 52.4 GW, slightly down from 53 GW in June, with expectations for stable production in August [3]. - The cost of polysilicon has risen from 36,000 yuan/ton to 48,000 yuan/ton since early July, leading to an increase in production costs for photovoltaic modules from approximately 0.626 yuan/W to 0.679 yuan/W [4]. Group 3: Customer Behavior - Current customers willing to accept price increases are primarily driven by project timelines, including state-owned enterprises and distributed project developers who are less sensitive to price changes [5]. - There is a divergence in the acceptance of price increases among terminal enterprises, with some projects already adjusting procurement prices while others are beginning to sell at lower prices due to difficulties in securing high-priced orders [5].

Core Viewpoint - The photovoltaic (PV) module market is experiencing shortages and price increases in August, following a surge in demand earlier in the year due to policy changes, with current prices reaching 0.7 yuan/W for first-tier components [1] Group 1: Market Dynamics - The price of PV modules has risen from approximately 0.66 yuan/W at the end of June to 0.7 yuan/W in August, indicating a significant price increase [1] - The current shortage is primarily in the 710W large-format modules, with only a few manufacturers like Tongwei Co. and Trina Solar having stock available at 0.685 yuan/W [1] Group 2: Demand and Supply Factors - The recent price increase is attributed to rising costs of upstream polysilicon materials rather than a significant increase in downstream demand, contrasting with the earlier "rush installation" period driven by high demand [1] - Some manufacturers are facing capacity constraints, which affects their ability to deliver products in a timely manner, contributing to the current market shortages [1]

光伏设备板块持续走强，欧晶科技涨停，通威股份涨超5%，联泓新科、捷佳伟创、阳光电源、东方日 升、高测股份跟涨。 ...

Core Viewpoint - Tongwei Co., Ltd. has experienced a decline in stock price and trading volume, reflecting short-term pressure on funds, while the company is expanding its product offerings in the semiconductor sector [1] Company Summary - As of August 14, 2025, Tongwei Co., Ltd. shares closed at 19.56 yuan, down 3.07% from the previous trading day, with a trading volume of 1.644 billion yuan [1] - The company's stock exhibited a daily fluctuation of 3.07%, reaching a low of 19.51 yuan, maintaining a total market capitalization of 88.059 billion yuan [1] - Tongwei's main business includes photovoltaic equipment manufacturing and the renewable energy sector, making it a significant component of the Sichuan market [1] - Recently, the company disclosed on an interactive platform that its electronic-grade polysilicon products have achieved mass supply in the semiconductor industry, with its technological route validated by the market, although the current business scale is small and has limited impact on overall performance [1] Industry Summary - Fund movement indicates a net outflow of 308 million yuan on that day, with a cumulative net outflow of 261 million yuan over the past five days, suggesting short-term funding pressure [1]

数据统计显示，上证可持续发展产业主题指数近一个月下跌2.38%，近三个月上涨0.03%，年至今下跌 4.66%。 金融界8月14日消息，上证指数高开低走，上证可持续发展产业主题指数 (持续产业，000114)下跌 0.88%，报1147.31点，成交额213.48亿元。 据了解，上证可持续发展产业主题指数选取可持续发展相关产业中规模大、流动性好的40只上市公司证 券作为样本，以反映可持续发展产业证券的整体表现。该指数以2011年06月30日为基日，以1000.0点为 基点。 从指数持仓来看，上证可持续发展产业主题指数十大权重分别为：长江电力（30.84%）、隆基绿能 （8.76%）、中国核电（6.86%）、特变电工（6.28%）、三峡能源（5.61%）、通威股份（4.97%）、国 投电力（3.24%）、川投能源（2.75%）、东方电气（2.21%）、晶科能源（1.96%）。 从上证可持续发展产业主题指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证可持续发展产业主题指数持仓样本的行业来看，公用事业占比51.88%、工业占比43.49%、通信 服务占比4.63%。 资料显示，指数样本每年调整一次 ...

Group 1 - The core viewpoint of the article highlights the compliance management system audit conducted for six subsidiaries of Tongwei Co., Ltd. by BSI, emphasizing the importance of compliance obligations and risk assessment [1] - The audit involved 14 experts from BSI who performed a comprehensive review of the compliance management systems of the certified entities, focusing on operational effectiveness [1] - The administrative department of Tongwei Co., Ltd. organized the compliance supervision checks for the first half of 2025, ensuring that the compliance teams were well-prepared for the audit [1] Group 2 - In June 2023, Tongwei Co., Ltd. implemented the ISO 37301 compliance management system across its headquarters and photovoltaic industry chain using a "1+3" model [1] - After three years of development, six operating entities have successfully obtained certification based on the ISO 37301 compliance management system [1]

市场格局呈现新特征 上半年前五大电池片供货商的全球总出货量约87.8GW，相比去年同期增长约12.5%。全球前十大组件供 货商总出货量约为247.9GW，较去年同期增长10%。中国光伏行业协会数据显示，上半年组件产量 310GW，同比增长14.4%。以此计算，前十大组件厂商的产量占了总量的约80%。 随着终端市场对该尺寸接受度的提升，国内多数电池厂也于今年陆续将18XN等小尺寸产线转为生产 210RN。英发睿能已于今年二季度开始推进BC电池片出货，成为全球第一家外销BC电池片的专业电池 厂。该公司透过前瞻性的排产与经营策略，有效把握市场机遇，N型电池片出货量于上半年达到全球前 二。 新能源研究机构InfoLink发布的最新光伏双榜单显示，今年上半年电池和组件两大环节的龙头企业排名 出现微调。与2024年全年相比，参与排名的企业保持不变，但具体位次发生细微变动。电池环节中，英 发睿能从第四位跃升至第三位，与捷泰科技实现位置互换。通威股份继续稳居电池榜首位置，爱旭股份 保持第五名。组件环节的变化相对更为明显，晶科能源维持老大地位，隆基绿能仍居第二。晶澳科技与 天合光能并列第三，一道新能与阿特斯并列第七。 通威股份 ...

8月13日，A股三大指数震荡走强，沪指轻松突破924行情高点！"反内卷"主题持续发酵，截至14:09，同类规模领先，费率最低档的电池50ETF （159796）涨1.75%；同样费率最低档的光伏龙头ETF（516290）涨1.3%！ 电池50ETF（159796）标的指数成分股多数冲高，固德威涨超7%，银轮股份、科华数据等涨超6%，均胜电子涨超5%，宁德时代、国轩高科等 涨超3%，阳光电源、亿纬锂能等涨幅居前。 【电池50ETF（159796）标的指数前十大成分股】 | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 成交额 | 估算权重▽ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300274 | 阳光电源 | 电力设备 | 0.45% | 48.13 Z | 12.70% | | 2 | 300750 | 宁德时代 | 电力设备 | 3.70% | 89.00 Z | 8.43% | | 3 | 002050 | 三花智控 | 家用电器 | 2.56% | 19.04亿 | 6.03% | | 4 | 300014 | 亿纬锂能 | ...