深市规模最大的光伏ETF（159857）飙涨超4%，开盘一小时成交额超2亿元，成分股阳光电源涨超8%

Core Viewpoint - The photovoltaic ETF (159857) has shown strong performance, with a 4.18% increase and a trading volume exceeding 200 million yuan, making it the top photovoltaic ETF in the Shenzhen market [1] Group 1: ETF Performance - As of October 28, the photovoltaic ETF (159857) has a total size of 2.393 billion yuan, ranking first among similar ETFs in the Shenzhen market [1] - The ETF has a turnover rate of 9.20% and a premium trading rate of 0.06% [1] - Key constituent stocks include Arctech, which rose over 11%, and Sungrow Power, which increased over 8% [1] Group 2: Company Financials - Sungrow Power (300274.SZ) reported Q3 2025 revenue of 22.869 billion yuan, a year-on-year increase of 20.83%, and a net profit of 4.147 billion yuan, up 57.04% [1] - For the first three quarters, the company achieved revenue of 66.402 billion yuan, a 32.95% year-on-year growth, and a net profit of 11.881 billion yuan, reflecting a 56.34% increase [1] Group 3: Market Outlook - Pacific Securities indicates that the lithium battery market is thriving, and the photovoltaic sector is expected to stabilize as "anti-involution" measures are implemented [1] - The report emphasizes the importance of focusing on leading companies in the new energy sector, particularly in storage and lithium battery segments, which are expected to perform well [1]