Group 1 - The photovoltaic ETF (159857) has reached a new annual high, with a 1.75% increase and a trading volume exceeding 89 million yuan, leading in the Shenzhen market [1] - Key component stocks such as GoodWe, Sungrow, JinkoSolar, KSTAR, Canadian Solar, and Jinlang Technology have shown significant gains, with GoodWe rising over 9% [1] - The photovoltaic ETF closely tracks the CSI Photovoltaic Industry Index, which includes representative companies from the photovoltaic industry chain [2] Group 2 - The Wind financial terminal reported a net inflow of over 11 million yuan into the photovoltaic ETF (159857) yesterday [2] - The ChiNext ETF Tianhong (159977) has also seen positive performance, with a trading volume exceeding 110 million yuan and a net inflow of over 150 million yuan in the last 10 trading days [2] - The management fee for the ChiNext ETF Tianhong is 0.15%, and the custody fee is 0.05%, making it one of the lowest in the market [2] Group 3 - Xiangcai Securities indicates that China's new photovoltaic installed capacity is expected to maintain rapid growth this year, supported by stable product prices and corporate profitability [3] - The demand for upstream photovoltaic processing equipment is anticipated to gradually stabilize and recover, driven by ongoing market demand and the application of new technologies such as perovskite [3]
光伏ETF(159857)盘中涨超1.7%,创业板ETF天弘(159977) 获实时净申购6200万份,机构:上游光伏加工设备需求或逐渐企稳复苏