碳酸锂合约大涨7%,光伏ETF华夏(515370)涨超2%
Mei Ri Jing Ji Xin Wen·2026-01-06 08:27

Group 1 - The core viewpoint of the news highlights the positive performance of the photovoltaic ETF Huaxia (515370), which rose over 2% on January 6, 2026, with significant gains in its constituent stocks such as Aotwei and Shangen Electric, both increasing over 12%, and Goodwe rising over 11% [1] - The domestic commodity futures market opened with most commodities rising, particularly in the new energy materials sector, where lithium carbonate futures contracts increased by 7.6%, currently priced at 136,100 yuan [1] - Huaxi Securities suggests that the demand for photovoltaic energy storage is rigid, and the bottom support for lithium carbonate prices is solid, recommending attention to the cost transmission capabilities of integrated solar storage projects [1] Group 2 - The photovoltaic ETF Huaxia (515370) 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 solar power plants, providing a comprehensive reflection of the overall performance of the photovoltaic industry [1]