Group 1 - The market experienced fluctuations today, with the ChiNext index showing strong performance driven by major stocks like CATL, particularly in the battery and energy storage sectors [1] - The CSI Photovoltaic Industry Index rose by 1.22%, with significant gains from component stocks such as Micro导纳米 (up over 11%), Jing Sheng Mechanical Electrical (up over 10%), and Jidian Co. (up over 5%) [1] - The Photovoltaic ETF (159857) increased by 0.79%, with a trading volume of 172 million yuan and a real-time premium rate of 0.01% [1] Group 2 - The ChiNext ETF Tianhong (159977) rose by 2.04%, with a trading volume of 108 million yuan, and its component stock CATL saw a peak increase of 14% in A-shares [1] - Morgan Stanley's report on September 11 highlighted CATL's strengthened industry leadership, particularly after its breakthroughs in the European electric vehicle battery market [1] - The report indicated that CATL's valuation is significantly attractive compared to peers, positioning it as "the cheapest in the industry" [1] Group 3 - The ChiNext ETF Tianhong focuses on new productivity directions, with the top three industries being power equipment, communication, and electronics [2] - The top ten weighted stocks in the ETF include industry leaders such as CATL, Dongfang Wealth, and New Yisheng, showcasing a clear growth style [2] - The ETF announced a fund share split of 1:2, effective from September 12, which will halve the unit net value and market price, significantly lowering trading thresholds [2] Group 4 - Minsheng Securities noted that the ongoing emphasis from higher authorities on "anti-involution" in the photovoltaic industry reflects a focus on addressing supply-demand imbalances [2] - There is an expectation for related policy measures to promote a healthy development trajectory for the photovoltaic sector, potentially leading to a bottom reversal in the photovoltaic segment [2]
电池、储能等方向涨幅居前，光伏ETF（159857）上涨，机构：后续光伏板块或将迎来底部反转
2 1 Shi Ji Jing Ji Bao Dao·2025-09-15 06:06