太空光伏将是2026年电新板块最强主线！光伏ETF华夏（515370）上涨2.35%，吉电股份涨停

Group 1 - The core viewpoint of the article highlights the increasing market recognition of space photovoltaics as a key segment in the commercial aerospace sector, characterized by its "large value, inflation trend, and high barriers" [1] - The report from Guojin Securities reiterates that space photovoltaics will be the strongest mainline in the new energy sector for 2026, suggesting active participation in the market as the current trend is far from over [1] - The cancellation of the photovoltaic export tax rebate is expected to create a "rush window" to mitigate the seasonal downturn in domestic demand in Q1, while accelerating the exit of less competitive capacities and companies [1] Group 2 - The Huaxia Photovoltaic ETF (515370) and its linked funds (012885/012886) track the CSI Photovoltaic Industry Index, which encompasses upstream, midstream, and downstream companies in the photovoltaic industry, including silicon wafers, polysilicon, battery cells, cables, photovoltaic glass, battery modules, inverters, photovoltaic brackets, and photovoltaic power stations [1] - The index has a photovoltaic content of 83.64%, ranking first in the entire market dimension [1]