Core Viewpoint - The photovoltaic industry chain experienced a significant surge in stock prices, driven by the release of the "14th Five-Year Plan" which emphasizes the development of new energy storage and market mechanisms [1] Industry Summary - The photovoltaic sector saw stocks like Arctech, LONGi Green Energy, Tongwei Co., JA Solar, and Hongyuan Green Energy hitting the daily limit, with Sungrow Power increasing over 15%. The CSI Photovoltaic Industry Index rose by 7.9%, and the National New Energy Battery Index increased by 5.6% [1] - The "14th Five-Year Plan" suggests a strong push for new energy storage and the establishment of market mechanisms suitable for the new energy system [1] Company Performance - Sungrow Power reported approximately 66.402 billion yuan in revenue for the first three quarters, a year-on-year increase of 32.95%. The net profit attributable to shareholders was about 11.881 billion yuan, reflecting a year-on-year growth of 56.34% [1] Market Outlook - Industrial analysts at Industrial Securities anticipate a dual benefit for the photovoltaic industry in Q3, with improved performance and substantial support from anti-involution measures. The industry is still at the bottom of the cycle, with potential catalysts expected from anti-involution trends and supply-side reforms [1] - The National New Energy Battery Index covers the core supply chain of energy storage batteries, with energy storage systems accounting for approximately 65%, likely benefiting from new energy storage developments. The CSI Photovoltaic Industry Index includes leading companies across the photovoltaic supply chain, which may benefit from the domestic anti-involution wave [1]

其中，电池板块同时受益于固态电池新技术突破与"反内卷"，持续受到市场关注。电池ETF（561910） 跟踪CS电池指数，权重中固态电池含量约四成、储能含量约六成，对产业链各环节布局较为全面。 成份股方面，阿特斯涨超13%，阳光电源涨7.87%，鹏辉能源、尚太科技、先导智能涨超6%，科达利、 亿纬锂能、固德威、欣旺达等多股涨超4%。 消息面上，固态电池技术再迎新催化。新能源材料龙头方大炭素近期表示，公司在固态电池核心环节实 现技术落地，氧化物固态电解质已正式投产，并与行业龙头宁德时代保持技术联动。 10月29日上午，固态电池持续拉升，电池ETF（561910）盘中放量大涨3.18%、成交额超4亿。数据显 示，最近20个交易日该ETF累计"吸金"共19.67亿元。 宏观方面，10月28日晚重要规划建议全文发布，核心指向科技创新驱动产业升级，聚焦新质生产力相关 方向。银河证券指出，《建议》重点利好人工智能、集成电路、工业母机、国防军工、新能源、生物制 造等先进制造与硬科技板块；有助于巩固A股中长期慢牛格局，短期内也有望提振市场风险偏好，推动 A股延续震荡偏强走势。 | | 1分 5分 15分 30分 60分 日 周 ...

Group 1 - The A-share photovoltaic sector is experiencing significant gains, with companies like Canadian Solar hitting the 20% limit up, and Longi Green Energy and Hongyuan Green Energy rising over 9% [1] - Policy signals are increasingly positive, with China International Capital Corporation noting that meetings have clarified the acceleration of carbon peak and carbon neutrality goals, alongside local supportive measures in places like Henan, which are expected to boost domestic energy storage demand and subsequently drive photovoltaic installation demand [1] - As of October 29, 2025, the CSI Photovoltaic Industry Index (931151) has surged by 6.85%, with key stocks such as Canadian Solar up 19.97% and Sungrow Power Supply up 11.83% [1] Group 2 - As of September 30, 2025, the top ten weighted stocks in the CSI Photovoltaic Industry Index (931151) include Sungrow Power Supply, Longi Green Energy, and TBEA, collectively accounting for 58.02% of the index [2]

Core Viewpoint - The photovoltaic sector is experiencing significant gains, with major companies like Aters, Trina Solar, and LONGi Green Energy seeing substantial stock price increases, driven by strong Q3 performance and favorable policy support for renewable energy [1] Group 1: Company Performance - Sungrow Power's Q3 net profit increased by 57.04% year-on-year, with a notable rise in the share of its energy storage business [1] - Ganfeng Lithium turned a profit in the first three quarters, while TCL Zhonghuan reported a significant reduction in losses compared to previous quarters [1] - CATL's Q3 profit growth rate significantly outpaced its revenue growth, indicating a recovery in profitability within the new energy sector [1] Group 2: Market Trends - The 14th Five-Year Plan emphasizes increasing the proportion of renewable energy supply and developing new energy storage solutions, aiming to enhance market and pricing mechanisms for the new energy system [1] - The photovoltaic ETF (159857) is the largest and most liquid ETF tracking the photovoltaic industry index in the Shenzhen market, with a recent scale of 2.393 billion yuan and 3.026 billion shares outstanding, leading its category [1] Group 3: Industry Outlook - CITIC Securities recently expressed optimism about the global trend towards energy storage, highlighting a significant economic turning point for domestic energy storage driven by marketization and capacity pricing [1] - The demand for energy storage is expected to surge due to data center requirements, with leading companies already securing substantial orders [1] - Energy storage is projected to drive lithium battery demand growth exceeding 30% next year [1]

Core Viewpoint - The photovoltaic industry chain experienced a collective surge in stock prices, with several companies reaching their daily limit up, indicating strong market performance and investor interest [1][2]. Group 1: Stock Performance - Longi Green Energy reached the daily limit up with a trading volume exceeding 6 billion yuan [1]. - Other companies such as Canadian Solar, Tongrun Equipment, and Hongyuan Green Energy also hit the daily limit up, while Trina Solar saw an increase of over 10% [1]. - Notable stock price increases include: - Canadian Solar: +19.97% to 14.84 yuan - Trina Solar: +10.53% to 19.63 yuan - Tongrun Equipment: +10.01% to 19.34 yuan - Longi Green Energy: +10.00% to 20.79 yuan - Hongyuan Green Energy: +9.99% to 26.32 yuan [2].

Core Viewpoint - The photovoltaic industry chain experienced a collective surge on October 29, with several companies reaching their daily limit up, indicating strong market performance and investor interest in the sector [1]. Group 1: Company Performance - Longi Green Energy (隆基绿能) reached a limit up with a price increase of 10% to 20.79 [2]. - Canadian Solar (阿特斯) saw a significant rise of 19.97%, reaching a price of 14.84 [2]. - Trina Solar (天合光能) increased by 10.53%, with a current price of 19.63 [2]. - Tongrun Equipment (通润装备) also rose by 10.01%, reaching 19.34 [2]. - Hongyuan Green Energy (弘元绿能) increased by 9.99%, with a price of 26.32 [2]. - Other notable companies included Sungrow Power Supply (阳光电源) with a 9.70% increase to 181.97 and Aiko Solar (爱旭股份) with a 9.50% rise to 16.37 [2][3]. Group 2: Market Trends - The overall trend in the photovoltaic sector indicates a robust recovery and investor confidence, as evidenced by the significant price increases across multiple companies [1][2]. - The collective performance suggests a positive outlook for the industry, potentially driven by favorable market conditions and increasing demand for solar energy solutions [1].

Core Viewpoint - The photovoltaic sector is experiencing a strong upward trend, with several stocks reaching their daily limit up, indicating increased investor interest and market momentum [1]. Group 1: Stock Performance - Longi Green Energy and Canadian Solar have hit the daily limit up, showcasing significant investor confidence in these companies [1]. - Other companies such as Tongrun Equipment, Keli Ke, and Chuaneng Power also previously reached their daily limit up, reflecting a broader positive sentiment in the photovoltaic industry [1]. - Companies like Hongyuan Green Energy, Sungrow Power, Trina Solar, and Jinpan Technology are among those with notable gains, further emphasizing the sector's robust performance [1].

转自：智通财经 【光伏概念震荡拉升 隆基绿能等多股涨停】智通财经10月29日电，午后光伏概念震荡拉升，隆基绿 能、阿特斯、弘元绿能涨停，此前阳光电源涨超8%，创历史新高，天合光能、晶科能源、爱旭股份、 通威股份等跟涨。消息面上，国家能源局数据显示，中国9月光伏新增装机量为9.7GW，环比8月上升 31.79%。 ...

Core Viewpoint - The photovoltaic equipment sector experienced a significant rally, with multiple companies reaching their daily price limits and showing strong percentage increases in stock prices [1] Company Performance - Canadian Solar (阿特斯) hit the daily limit of a 20% increase in stock price [1] - Tongrun Equipment (通润装备) previously reached its daily limit [1] - Longi Green Energy (隆基绿能) and Hongyuan Green Energy (弘元绿能) both saw stock price increases exceeding 9% [1] - JinkoSolar (晶科能源) and Tongwei Co., Ltd. (通威股份) also experienced upward movement in their stock prices [1]

Core Viewpoint - The photovoltaic equipment sector experienced significant gains in the afternoon, with notable stocks such as Canadian Solar hitting the daily limit up, indicating strong market performance and investor interest in the sector [1] Company Performance - Canadian Solar reached the daily limit up of 20%, reflecting robust investor confidence [1] - Tongrun Equipment previously hit the daily limit up, showcasing strong market momentum [1] - Longi Green Energy and Hongyuan Green Energy both saw increases exceeding 9%, indicating positive market sentiment towards these companies [1] - JinkoSolar and Tongwei Co. also experienced upward movement, contributing to the overall positive trend in the sector [1]