Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-11-05 06:15Group 1 - The core viewpoint of the news highlights a significant breakthrough in the global photovoltaic sector with the launch of the world's largest perovskite photovoltaic commercial module by Zhejiang-based company "Xianan Optoelectronics," which has a power output of 509.21W and an efficiency of 18.60% [1] - The traditional silicon battery efficiency is nearing its theoretical limit of approximately 27%, leading to a price war within the industry. In contrast, perovskite single-junction batteries have a theoretical efficiency of 33%, and tandem batteries can exceed 40%, indicating substantial potential for cost reduction and commercial application [1] - The commercialization of perovskite technology is expected to inject new growth momentum into the photovoltaic industry, shifting the focus from "scale expansion" to "technological innovation," which may reshape market competition rules in the long term [1] Group 2 - The ChiNext New Energy ETF (159368) is the largest ETF fund tracking the ChiNext New Energy Index, covering various sectors including batteries and photovoltaics, with a total scale of 829 million yuan as of October 31, 2025 [2] - The ETF has the highest elasticity with a potential increase of up to 20%, and the lowest fee rate, with a combined management and custody fee of only 0.2% [2] - The ETF's composition includes 51% energy storage and 30% solid-state batteries, aligning with current market trends [2]