估值低位,资金持续布局,光伏ETF华夏(515370)上涨0.22%
Mei Ri Jing Ji Xin Wen·2025-12-12 02:52

Group 1 - The A-share market showed mixed performance on December 12, 2025, with the photovoltaic ETF Huaxia (515370) rising by 0.22% [1] - The Huaxia photovoltaic ETF has seen a net inflow of over 290 million yuan in the last 10 trading days, indicating strong investor interest [1] - The current price-to-book (PB) ratio of the CSI Photovoltaic Industry Index is 2.46, which is at the 48.53% historical percentile, suggesting a certain level of valuation safety margin [1] Group 2 - As of the end of Q3 2025, the proportion of active equity funds heavily invested in the power equipment sector is 12.3%, which is an increase from previous quarters but still below the peak of 21% [1] - The Huaxia photovoltaic ETF tracks the CSI Photovoltaic Industry Index, encompassing upstream, midstream, and downstream companies in the photovoltaic industry, including silicon wafers, polysilicon, battery cells, cables, photovoltaic glass, battery modules, inverters, photovoltaic brackets, and power plants [1]