Group 1 - The new energy sector continues to lead the market, with solid-state batteries, new energy, and lithium batteries showing significant gains. The Sci-Tech Innovation Board New Energy ETF (588960) increased by 4.91%, while the photovoltaic ETF from Fuguo (560230) saw an intraday rise of 4.21%. Notably, the component stock of the Sci-Tech Innovation Board New Energy ETF, Juhua Materials, hit the daily limit, and JinkoSolar surged over 14% [1] - The Ministry of Industry and Information Technology has officially designated 2026 as a critical year for governance in the photovoltaic industry, shifting focus from scale expansion to technological premium and high-quality development. This includes curbing vicious price wars and setting technical thresholds for new production capacity (PERC ≥ 24.2%, TOPCon ≥ 25%, automation rate ≥ 80%, mandatory carbon footprint) [1] - Tesla is evaluating multiple locations in the U.S. to expand its solar cell manufacturing business, aiming to achieve an annual solar manufacturing capacity of 100 gigawatts within the next three years [1] Group 2 - The Sci-Tech Innovation Board New Energy ETF (588960) closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index (000692.SH), with daily price fluctuations of up to 20%. The index comprises 50 large-cap listed companies in the photovoltaic, wind power, and new energy vehicle sectors, reflecting the overall performance of representative enterprises in the new energy industry on the Sci-Tech Innovation Board. Investors can also consider its linked funds (Class A 023851, Class C 023852) [1]
马斯克又有新动作,科创板新能源ETF(588960)盘中涨幅达4.91%
Mei Ri Jing Ji Xin Wen·2026-02-09 12:51