Xin Lang Cai Jing·2025-05-14 02:13Group 1 - The carbon neutrality ETF Taikang (560560) experienced fluctuations with mixed performance among its index constituents, led by Weiming Environmental Protection and followed by Yiwei Lithium Energy and Changjiang Electric Power [1] - As of May 13, the carbon neutrality ETF Taikang (560560) has seen a cumulative increase of 4.42% over the past week, reaching a new high of 67.5718 million yuan in size [1] - At the 2024 photovoltaic industry performance briefing held by the Shanghai Stock Exchange, executives from JinkoSolar, Canadian Solar, and Trina Solar addressed investor concerns regarding photovoltaic-related issues [1] Group 2 - The recent US-China talks have resulted in agreements that significantly benefit the electric new energy sector's export businesses to the US, particularly in areas previously affected by tariff policies [2] - JinkoSolar's management noted that the peak of distributed installation in China has passed, with market pricing becoming more rational, while long-term demand for photovoltaic energy remains strong [2] - According to Guotai Junan Securities, the domestic demand for photovoltaic installations in 2025 is expected to remain stable, with an estimated capacity of 280 GW, reflecting a slight year-on-year increase [2]