Core Insights - The article highlights the significant performance of Chinese photovoltaic companies in overseas markets, securing nearly 25GW of major orders since September 2025, driven by technological strength and project experience [1] - The report from Guotai Junan Securities indicates that favorable policies, demand, and performance catalysts are expected to improve the photovoltaic industry's fundamentals, suggesting a potential price increase across the supply chain [1] - The government's focus on addressing vicious competition in the photovoltaic sector is seen as a positive influence, indicating a potential reversal of the industry's current challenges [1] Company Insights - The Chuangye Board New Energy ETF Huaxia (159368) is the largest ETF fund tracking the Chuangye Board New Energy Index, with a scale of 1.066 billion yuan as of October 14, 2025 [2] - This ETF fund has the highest trading volume, averaging 88.89 million yuan in daily transactions over the past month, and features a low fee structure with a combined management and custody fee of only 0.2% [2] - The fund's composition includes 51% in energy storage and 30% in solid-state batteries, aligning with current market trends [2]