光伏组件价格开年持续上涨，光伏ETF(159857)盘中获净申购800万份，成交额暂居深市同标的第一

Group 1 - The three major indices collectively rose on February 12, with the photovoltaic sector showing active performance. The CSI Photovoltaic Industry Index (931151.CSI) increased by 1.03%, with stocks such as Quartz Shares, Jinkai New Energy, and Keshida hitting the daily limit, while Kehua Data rose over 7% and Electric Investment Green Energy increased by over 5% [1] - The photovoltaic ETF (159857) saw a net subscription of 8 million shares during intraday trading, with a transaction amount exceeding 100 million yuan, making it the top performer in the Shenzhen market for similar products. The net inflow for this ETF on the previous trading day (February 11) was 38.1462 million yuan, marking three consecutive trading days of net inflows, totaling 78.5942 million yuan [1] - As of the close on February 11, the latest circulating share of the photovoltaic ETF was 2.557 billion shares, with a circulating scale of 2.418 billion yuan. This ETF is the largest in the Shenzhen market tracking the CSI Photovoltaic Industry Index and is equipped with an off-market connecting fund (Class C: 011103) [1] Group 2 - The photovoltaic industry is showing signs of recovery as of early 2026, with rapid price increases for photovoltaic components. Leading companies have collectively raised prices, with Trina Solar increasing distributed photovoltaic component prices three times since the beginning of the year, with the latest prices ranging from 0.88 to 0.92+ yuan/W for medium and large components, and 0.95 to 0.99+ yuan/W for anti-glare components [2] - Other leading companies such as JinkoSolar and JA Solar have also followed suit in raising their prices, indicating a strong market recovery signal [2] - According to Aijian Securities, the cancellation of the export VAT rebate for certain products, including photovoltaic products, starting in April 2026 may temporarily boost domestic demand for photovoltaic products, while promoting the elimination of outdated production capacity and optimizing the production structure in the long term [2]