Group 1 - The photovoltaic ETF (159857) showed strong performance on October 31, with a rise of 1.64% and a trading volume exceeding 138 million yuan, making it the top performer among similar ETFs in the Shenzhen market [1] - As of October 30, the latest scale of the photovoltaic ETF (159857) reached 2.373 billion yuan, ranking first among photovoltaic ETFs in the Shenzhen market [1] - The ETF closely tracks the CSI Photovoltaic Industry Index, which includes listed companies involved in the photovoltaic industry chain, selecting up to 50 representative companies to reflect the overall performance of the photovoltaic sector [1] Group 2 - The Fujian Provincial Development and Reform Commission and the National Energy Administration's Fujian Regulatory Office recently issued a plan to promote the market-oriented reform of renewable energy grid prices, aiming for all renewable energy power generation to enter the electricity market by January 1, 2026 [2] - A research team from Shanghai Jiao Tong University published a paper in Nature, introducing a new concept for hole transport layers that overcomes intrinsic limitations, achieving a power conversion efficiency exceeding 20% for large-sized perovskite photovoltaic modules [2] Group 3 - According to Shenwan Hongyuan, the "anti-involution" initiative has led to an expansion of participants and significant price recovery in the polysilicon industry, with prices starting to rise above the comprehensive cost line by the third quarter of 2025 [3] - The industry is undergoing supply-side structural reforms under policy guidance, with a clear bottom established for industry chain prices and profitability [3]
政策+技术双轮驱动!深市规模最大的光伏ETF(159857)盘中涨超1.6%,获实时净申购1100万份
2 1 Shi Ji Jing Ji Bao Dao·2025-10-31 02:45