Core Viewpoint - The photovoltaic sector is experiencing a strong performance, with significant growth in the financial forecasts of companies like Jiejia Weichuang, reflecting a broader trend in the renewable energy market [1]. Group 1: Company Performance - Jiejia Weichuang has released its half-year performance forecast for 2025, expecting a net profit attributable to shareholders between 1.7 billion and 1.96 billion yuan, representing a year-on-year growth of 38.65% to 59.85% compared to the previous year's profit of approximately 1.23 billion yuan [1]. - The company's net profit after excluding non-recurring gains and losses is projected to be between 1.55 billion and 1.81 billion yuan, indicating a growth of 31.37% to 53.41% from the previous year's profit of about 1.18 billion yuan [1]. Group 2: Industry Insights - CITIC Securities highlights that the "anti-involution" movement has reached a national strategic level in China, with the photovoltaic industry being a key battleground due to its issues of homogenized low-price competition and temporary overcapacity [1]. - The New Energy ETF Fund (516850) and its linked funds focus on the new energy sector, particularly in batteries, photovoltaics, and electricity, allowing investors to capture opportunities in the renewable energy market effectively [2].
捷佳伟创20CM涨停,新能源ETF基金(516850)上涨0.69%