光伏50ETF（159864）盘中上涨2%，行业数据与需求韧性获关注

Core Insights - The photovoltaic 50 ETF (159864) experienced a 2% increase during trading on October 24, driven by rising electricity demand and investment in power equipment [1] - Huatai Securities forecasts a 4.6% year-on-year increase in national power generation by September 2025, reaching 8,558 billion kWh, with specific changes in generation from various sources [1] - The photovoltaic generation is expected to see a significant year-on-year increase of 76.2%, reaching 570 billion kWh, supported by a notable rise in hydropower output [1] Industry Overview - The photovoltaic 50 ETF tracks the photovoltaic industry index (931151), which includes listed companies involved in the entire photovoltaic supply chain, such as silicon materials, battery components, and power station operations [1] - The photovoltaic industry index is characterized by high growth potential and technological innovation, making it a significant representative index in the renewable energy sector [1]