午后拉升,规模创新高!光伏ETF华夏(515370)近二十日流入超11亿元
Mei Ri Jing Ji Xin Wen·2025-12-25 05:45

Core Insights - The photovoltaic ETF Huaxia (515370) experienced a rapid increase of 0.66%, with significant gains in its holdings, including Maiwei Co. rising over 5%, JinkoSolar up over 4%, and Dongfang Risheng increasing over 3% [1] - The fund saw an inflow of 100 million yuan yesterday, with a net inflow exceeding 1.1 billion yuan over the past twenty days, bringing its latest scale to 1.41 billion yuan, a record high [1] - Galaxy Securities predicts that the photovoltaic industry has faced losses for eight consecutive quarters but is expected to turn profitable in 2026, with the second quarter of 2026 potentially marking the beginning of profitability [1] - Leading companies in the sector are expected to have greater elasticity in gross margin recovery due to their cash flow and scale advantages [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, solar cells, cables, photovoltaic glass, battery components, inverters, photovoltaic brackets, and solar power stations, providing a comprehensive reflection of the industry's overall performance [1]