| 序号 代码 | | 类型 名称 | 涨跌幅 ▼ 管理公司 | | --- | --- | --- | --- | | 1 | 159618 | 主 光伏ETF指数基金 | 2.64% 华安基金 | | 2 | 562970 | 主 光伏ETF易方达 | 2.47% 易方达基金 | | 3 | 159864 | 主 光伏50ETF | 2.38% 国泰基金 | | ব | 159857 | 主 光伏ETF | 2.31% 天弘基金 | | 5 | 515790 | 主 光伏ETF | 2.37% 华泰柏瑞基金 | | 6 | 159863 | 主 光伏ETF基金 | 鹏华基金 2.11% | | 7 | 516290 | 主 光伏龙头ETF | 2.24% 汇添富基金 | | 8 | 516880 | 主 光伏50ETF | 1.98% 银华基金 | | g | 159609 | 主 光伏龙头ETF | 1.92% 浦银安盛基金 | | 10 | 516180 | 主 光伏ETF基金 | 1.68% 平安基每 開工 | 硅料硅片板块再度拉升，双良节能涨停，大全能源、华民股份、通威股份、TCL中环、弘元绿能等 ...

截至10:14，成分股仅做展示使用，不构成投资建议。 消息面上，某多晶硅生产龙头周四透露，中国多晶硅（太阳能电池板的核心原材料）生产商正商议设立一只 500 亿元人民币的基金，用于收购并关闭约三分 之一的产能，同时对该亏损行业的部分业务进行重组。目前正在讨论相关计划，拟收购并关闭至少 100 万吨低质量多晶硅产能。 8月1日，A股市场震荡上行，光伏板块冲高！截至10:17，费率最低档的光伏龙头ETF（516290）强劲拉升，涨超2%！资金持续布局"反内卷"逻辑强化下的 光伏板块，光伏龙头ETF（516290）已连续5日吸金超3600万元。 光伏龙头ETF（516290）标的指数成分股近乎全线冲高，捷佳伟创20cm涨停，双良节能10cm涨停，阳光电源涨超3%，隆基绿能、TCL中环、德业股份等涨 超2%，特变电工、正泰电气等强势跟涨。 【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 | 力?不不落巾 | 估算权重 ▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300274 | 阳光电源 ...

Group 1 - The silicon material and silicon wafer sector has seen a significant rise, with companies like Shuangliang Energy hitting the daily limit up [1] - Other companies such as Daqo New Energy, Huamin Co., Tongwei Co., TCL Zhonghuan, and Hongyuan Green Energy also experienced notable increases in their stock prices [1]

证券之星消息，7月31日光伏设备板块较上一交易日下跌3.92%，大全能源领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。光伏设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603398 | *ST >> $ | 5.02 | 3.29% | 39.55万 | 2.00亿 | | 300776 | 帝尔激光 | 61.85 | 2.88% | 9.08万 | 5.69亿 | | 300345 | 华民股份 | 7.12 | 0.42% | 11.98万 | 8559.61万 | | 688556 | 昌涧股份 | 10.46 | -1.32% | 48.84万 | 5.21亿 | | 300827 | 上能电气 | 22.81 | -1.43% | 13.12万 | 3.02亿 | | 301636 | 泽润新能 | 54.79 | -1.44% | 1.18万 | 6513.25万 | | 688429 | 时创 ...

格隆汇7月31日｜A股市场光伏股走弱，其中，通威股份、亿晶光电跌超6%，TCL中环跌超4%，协鑫集 成、东方日升、隆基绿能跌超3%。 ...

7月30日，三大指数涨跌不一，截至收盘，沪指涨0.17%，深成指跌0.77%，创业板跌1.62%，科创50指数跌1.11%，两市超1600只个股上涨，沪深两市今日成 交额约1.84万亿元。 影视板块表现出众，堪称今日最靓的仔，其中，幸福蓝海（300528.SZ）涨停20%，该公司5天内录得4个大号涨停板，累计上涨113%。此外，慈文传媒 （002343.SZ）、金逸影视（002905.SZ）涨10%，北京文化（000802.SZ）涨超9%。 据悉，幸福蓝海参与出品的影片《南京照相馆》，上映后连续多日蝉联票房冠军。灯塔专业版数据显示，上映6天以来，《南京照相馆》累计录得票房6.61 亿元（截至7月30日上午10时），观影总人次超1800万。其中，该片7月27日的票房为1.46亿元，这也打破了过去3年暑期档历史片单日票房纪录。 创新药持续活跃，辰欣药业（603367.SH）、东诚药业（002675.SZ）涨10%，华润双鹤（600062.SH）、浙江医药（600216.SH）、康辰药业（603590.SH） 均大涨。 中信证券研报称，目前创新药行业已经完成底部夯实，进入到真正的"临床价值重估"阶段，产业估值逻辑正 ...

本期评价显示，隆基绿能、晶科能源、通威股份在绿色供应链CITI指数和企业气候行动CATI指数评价 中均位列前三名。晶澳科技、TCL中环、阳光电源、天合光能、协鑫科技、阿特斯、东方日升、信义光 能和正泰新能分别进入CITI 和CATI TOP10。 2025年一季度，中国风电光伏发电合计新增装机7433万千瓦，累计装机达到14.82亿千瓦，首次超过火 电装机，光伏发电累计9.46亿千瓦。截至2025年5月底，中国光伏装机规模突破10亿千瓦。与此同时， 中国光伏组件占全球的比例增长到83.41%。 然而作为"制造绿色"的行业，光伏产业从上游的硅料和硅片生产，中游的电池和组件制造，到末端废弃 光伏组件的处置过程都涉及大量的能源和资源消耗，产生大量的碳排放，以及废水、废气和固体废物。 本期评价范围扩展至55家光伏相关企业，覆盖硅料、硅片、电池片、组件、薄膜、逆变器、玻璃等光伏 发电设备生产，以及光伏发电电站建设和运营。评价主要依据企业公开披露的年报、ESG报告、可持续 发展报告、企业官网公开信息、蔚蓝地图数据库收集的可信源发布的数据，以及绿色江南开展的实地调 研开展。 本期评价发现，部分光伏企业可再生能源利用成效显著 ...

Investment Rating - The report maintains a "Positive" investment rating for the photovoltaic industry [9] Core Insights - The current round of anti-involution in the photovoltaic sector is marked by a more mature and pragmatic approach compared to the previous round, initiated by a series of policy and corporate events starting from late June [3][6] - The government has shown increased attention and clearer communication regarding the photovoltaic industry, with higher-level officials participating in discussions and setting more stringent regulations [6][22] - Companies and industry associations are taking proactive steps to address issues, demonstrating a higher degree of consensus and commitment to compliance with pricing regulations [6][26] Summary by Sections Overview - The report highlights that the current anti-involution measures are more mature and pragmatic than previous efforts, with significant developments in both policy and corporate actions since late June [3][6] Government and Corporate Attitudes - Government officials have publicly emphasized the need to regulate low-price competition and improve product quality, with more structured meetings and discussions involving higher-level participants [6][18] - Companies have taken the initiative to propose practical solutions and have shown a stronger commitment to enforcing pricing regulations, leading to a more unified industry response [6][26] Capacity and Production Measures - The focus has shifted from quota-based production limits to a strategy of consolidating capacity, particularly in the silicon material sector, where leading companies are acquiring smaller firms to manage supply and demand effectively [6][28] Pricing Measures - The current measures extend price controls beyond just components to include silicon materials, silicon wafers, batteries, and modules, with a higher baseline price established compared to previous rounds [6][36] - Recent price increases have been observed across all segments, with silicon material prices rising significantly, indicating a recovery towards reasonable levels [7][42] Investment Opportunities - The report identifies significant investment opportunities in silicon materials and battery components, highlighting specific companies such as Tongwei Co., GCL-Poly Energy, and LONGi Green Energy as key players to watch [7][36]

很多人都知道，光伏是全国最卷的产业，但却没人知道，这个产业已经卷到什么极端的程度。 据有关报道统计，截至2024年末，光伏与储能行业累计负债超过65000亿元，已有超过150家知名企业面临破产，很多光伏企业已从亏现金转到完 全"失血"状态。 进入2025年，情况并未好转， 上半年，光伏上市企业继续大面积亏损，17家光伏企业预计亏损超147至173亿元！ 据统计，21家光伏主产业链企业2025年一季度末资产负债率中位数值达73.27%，同比、环比分别上升4.61个百分点、0.52个百分点；13家企业资产负 债率超70%，比去年同期多出4家。 具体企业来看，通威股份一季度末负债率为72.25%，同比增长12.98个百分点；TCL中环负债率达64.32%，同比上升11.8个百分点。部分中等规模光 伏企业负债水平更是超过八成，协鑫集成连续七个季度资产负债率超80%，一季度末达88.88%；爱旭股份一季度末资产负债率攀升至85.97%，同比 增长近11个百分点。 这可怕的结果，到底是怎么导致的？ 疯狂产能扩建的恶果 2020-2023年，全球光伏产能翻倍，但需求增速仅50%。 企业为抢占市场份额，盲目扩张产能，这种扩张 ...

Group 1 - The core theme of the recent meeting held by the China Photovoltaic Industry Association is "production limits to maintain prices," with expectations of a 10%-15% reduction in operating rates in the third quarter [2] - A strict policy against "selling below cost" is being implemented, with third-party audits to investigate low-price sales and measures against companies engaging in substandard product sales [2] - The photovoltaic industry is currently facing supply-demand imbalances, price fluctuations, and performance losses, necessitating the accelerated elimination of excess capacity [2] Group 2 - In the A-share photovoltaic supply chain, 18 out of 21 listed companies reported losses in their first-quarter net profits, with larger manufacturers experiencing more severe losses [2] - Major companies such as Tongwei Co., Ltd. reported a loss of 2.61 billion yuan, while TCL Zhonghuan and Longi Green Energy each faced losses nearing 2 billion yuan [2] - Industry organizations have been actively taking measures, including setting minimum price standards for components and enhancing technical standards to combat vicious competition [2] Group 3 - The photovoltaic industry chain prices are under pressure, with a slight decline observed since June 16, indicating that the effectiveness of production cuts remains to be seen [3][4] - The average transaction price for 183N silicon wafers has dropped to the range of 0.9 to 0.91 yuan, with some quotes falling below 0.9 yuan [4] - The price of polysilicon has also decreased due to weak downstream demand and significant price drops in silicon wafer products, leading to severe price pressure on new contracts [5] Group 4 - The number of new polysilicon contracts has decreased significantly post-exhibition, with major manufacturers struggling to make sales at current low prices [5] - The decline in polysilicon prices is attributed to the rapid drop in downstream silicon wafer prices and the expectation of increased production capacity among polysilicon manufacturers [5] - Currently, all 11 polysilicon production companies are operating at reduced capacity, indicating a cautious approach to market conditions [5]