太空光伏落地预期升温!光伏ETF(159857)标的指数冲击五连阳,机构:反内卷带来行业拐点,光伏新技术引领突围
Sou Hu Cai Jing·2026-01-09 03:35

Group 1 - The core viewpoint of the news highlights the significant growth and potential of the photovoltaic (PV) industry, particularly with the emergence of space-based solar power as a new frontier for development [2][3] - The photovoltaic ETF (159857) has shown a trading volume of 188 million yuan with a turnover rate of 8.29%, indicating strong market interest [1] - The underlying index, the CSI Photovoltaic Industry Index (931151), has experienced a five-day consecutive rise, reflecting positive market sentiment towards the sector [1] Group 2 - Major players in the photovoltaic industry, such as JinkoSolar and Trina Solar, are focusing on space solar power, with JinkoSolar's chairman stating that solar components in space can generate 7 to 10 times more energy than on Earth [2] - The potential of perovskite technology is being recognized, with companies like GCL-Poly and Lightyear Technology considering it as an ideal solution for space applications due to its lightweight and high conversion efficiency [3] - The domestic photovoltaic installation capacity from January to October reached 252.87 GW, a year-on-year increase of 39%, driven by policy incentives and a surge in installations [3]