太空光伏引爆市场!光伏ETF华夏(515370)大涨4.97%,聚合材料20CM涨停
Mei Ri Jing Ji Xin Wen·2026-02-09 07:27

Group 1 - The core viewpoint of the article highlights the significant growth potential in the space photovoltaic sector, driven by increasing demand and investments from major players like Elon Musk [1] - The China-based photovoltaic equipment manufacturers are expected to leverage their strong capabilities in efficient iteration and rapid response to become part of the supply chains for companies like Tesla and SpaceX, leading to substantial order inflows and new growth opportunities [1] - The photovoltaic ETF Huaxia (515370) surged by 4.97%, with its holdings such as Aggregated Materials hitting the daily limit up of 20%, and other companies like Maiwei Co. and JinkoSolar seeing increases of over 11% and 10% respectively [1] Group 2 - The Huaxia photovoltaic ETF and its linked funds 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 power stations [1] - The index has a space photovoltaic component of 18.49%, ranking first in the market across all dimensions [1] - The report from CITIC Securities indicates that space photovoltaic equipment may exhibit significant inflation effects, potentially leading to a leap in value [1]