Core Viewpoint - The photovoltaic ETF (159857) is experiencing strong trading activity, with a notable increase in net subscriptions and a rise in share prices of constituent stocks, indicating positive market sentiment in the solar industry [1][2][3] Group 1: ETF Performance - The photovoltaic ETF (159857) saw a 2.34% increase in price, with a trading volume exceeding 100 million yuan and a turnover rate of over 4.6% [1] - As of August 22, the ETF's circulating scale reached 2.315 billion yuan, making it the largest photovoltaic ETF in the Shenzhen market [2] Group 2: Industry Developments - The China Photovoltaic Industry Association issued an initiative to strengthen industry self-discipline, advocating against malicious competition by selling below cost and suggesting improvements in bidding rules to prioritize technical evaluations [2] - Since early July, there have been signs of performance improvement among photovoltaic component manufacturers, driven by expectations of reduced competition and price recovery in key segments like silicon materials and solar cells [3] Group 3: Market Dynamics - Financing net purchases exceeding 100 million yuan have been observed in seven photovoltaic equipment stocks since August, indicating strong investor interest [3] - According to Guohai Securities, recent production cuts by polysilicon companies are expected to alleviate market supply pressure, supporting price increases for silicon materials [3]
深市规模最大的光伏ETF(159857)盘中涨超2.3%,获净申购1900万份,中国光伏行业协会倡议进一步加强行业自律
2 1 Shi Ji Jing Ji Bao Dao·2025-08-25 03:18