Xin Lang Cai Jing·2025-05-26 02:59Group 1: Market Performance - The Zhongzheng Photovoltaic Industry Index (931151) increased by 0.99% as of May 26, 2025, with notable gains from companies such as Lianhong Xinke (003022) up 4.23% and TCL Technology (000100) up 2.79% [1] - The Photovoltaic ETF Fund (516180) rose by 1.12%, with the latest price at 0.54 yuan [2] - The Zhongzheng New Materials Theme Index (H30597) decreased by 0.59%, with West Superconductor (688122) leading gains at 3.86% [6] Group 2: Policy and Industry Trends - The State Council reviewed and approved the "Manufacturing Green Low-Carbon Development Action Plan (2025-2027)", emphasizing the need for green technology innovation and the promotion of advanced green technologies [3] - The introduction of the "All-Solid-State Battery" standard by the China Automotive Engineering Society clarifies the definition and testing methods for solid-state batteries, addressing previous ambiguities in the industry [6][7] Group 3: Investment Opportunities - Huachuang Securities suggests focusing on segments with leading new technology layouts, such as silver-free and low-silver paste technologies, and the inverter segment benefiting from emerging market demand [3] - Investors can leverage the Photovoltaic ETF Fund (516180), New Materials ETF Index Fund (516890), New Energy Vehicle ETF (515700), and Automotive Parts ETF (159306) to capture investment opportunities in related industries [17] Group 4: ETF Performance and Liquidity - The New Energy Vehicle ETF (515700) saw a decrease of 1.02%, with a latest price of 1.65 yuan, while the trading volume showed a turnover of 0.82% and a transaction amount of 18.46 million yuan [9][10][11] - The Automotive Parts ETF (159306) experienced a slight increase of 0.32%, with a latest price of 1.13 yuan and a trading volume turnover of 1.51% [14]