光伏板块快速拉升！光伏ETF华夏（515370）上涨1.01%，钧达股份涨停

Group 1 - The photovoltaic sector experienced a rapid increase on January 22, 2026, with the photovoltaic ETF Huaxia (515370) rising by 1.01%, and stocks such as Goodwe increasing by over 13%, JunDa shares hitting the daily limit, and Maiwei shares rising by over 8% [1] - The photovoltaic glass index accelerated its rise, with component stocks like Dongfang Risheng increasing by 7.88%, Tuori New Energy by 3.20%, Jinjing Technology by 2.43%, Kaisheng New Energy by 1.80%, and Yamaton by 1.58% [1] - Institutional funds saw a net inflow of 2.506 billion yuan, while large investor funds had a net inflow of 1.492 billion yuan [1] Group 2 - Guojin Securities predicts that domestic photovoltaic installations may experience negative growth in 2026, but the industry's "anti-involution" will accelerate the elimination of backward production capacity, benefiting leading companies with cost and technological advantages [1] - The Huaxia photovoltaic ETF (515370) and its linked funds (012885/012886) track the CSI photovoltaic industry index, covering upstream, midstream, and downstream enterprises in the photovoltaic industry chain, including silicon wafers, polysilicon, battery cells, cables, photovoltaic glass, battery modules, inverters, photovoltaic brackets, and photovoltaic power stations, providing a comprehensive reflection of the overall performance of the photovoltaic industry [1] - The index has a photovoltaic content of 83.64%, ranking first in the entire market dimension [1]