2026年光伏组件价格上行博弈，光伏ETF嘉实(159123)布局光伏全产业链投资机遇

Group 1 - The core viewpoint of the articles indicates a positive trend in the photovoltaic industry, with the Zhongzheng Photovoltaic Industry Index showing an increase of 0.66% as of January 8, 2026, and significant price increases in TOPCon distributed components during the New Year period [1] - Major component manufacturers have raised their prices to between 0.82 yuan/watt and 0.86 yuan/watt, driven by ongoing industry self-regulation and rising costs of upstream materials like silver paste [1] - The overall trend for component prices in 2026 is expected to be upward, although current terminal demand remains weak, leading to a potential strong negotiation cycle in pricing [1] Group 2 - Short-term focus should be on technological iterations such as N-type long crystal, Xbc/0BB/HJT/TOPCon, which will drive demand for related equipment and core components [2] - In the medium to long term, perovskite battery technology is anticipated to open new growth opportunities for the industry [2] - The top ten weighted stocks in the Zhongzheng Photovoltaic Industry Index account for 55.11% of the index, with key players including TBEA, LONGi Green Energy, and Sungrow Power [2] Group 3 - The photovoltaic ETF managed by Harvest (159123) serves as a convenient tool for investing across the entire photovoltaic industry chain [3] - Investors can also access the photovoltaic ETF through an off-market connection (014605) to capitalize on investment opportunities within the photovoltaic sector [4]