光伏50ETF（159864）跟踪的是光伏产业指数（931151），该指数从沪深市场中选取涉及硅材料、 电池片、组件、逆变器等光伏产业链环节的上市公司证券作为指数样本，以反映太阳能光伏发电相关业 务的整体表现。该指数聚焦新能源与环保领域，能够有效追踪光伏行业的发展趋势和市场动态。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 11月7日早盘，光伏50ETF（159864）涨超2%。 国信证券指出，中游制造业中新能源链条表现突出，电力设备行业环比改善，多晶硅与组件价格止 跌回升。光伏设备行业景气度有所提升，多晶硅和太阳能电池现货价呈现回升态势，显示行业供需关系 边际好转。电力设备行业整体处于修复阶段，光伏产业链价格企稳释放积极信号。 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对 ...

Core Insights - The photovoltaic 50 ETF (159864) experienced a 2% increase during trading on October 24, driven by rising electricity demand and investment in power equipment [1] - Huatai Securities forecasts a 4.6% year-on-year increase in national power generation by September 2025, reaching 8,558 billion kWh, with specific changes in generation from various sources [1] - The photovoltaic generation is expected to see a significant year-on-year increase of 76.2%, reaching 570 billion kWh, supported by a notable rise in hydropower output [1] Industry Overview - The photovoltaic 50 ETF tracks the photovoltaic industry index (931151), which includes listed companies involved in the entire photovoltaic supply chain, such as silicon materials, battery components, and power station operations [1] - The photovoltaic industry index is characterized by high growth potential and technological innovation, making it a significant representative index in the renewable energy sector [1]

Core Viewpoint - The company aims to exceed a total scale of 13.6 GW for photovoltaic power stations by 2025, indicating a strong growth trajectory in solar energy investments [1] Summary by Relevant Categories Operational Capacity - As of June 30, 2025, the company has approximately 6.535 GW of operational power stations, 2.365 GW of stations under construction, 2.217 GW of planned projects, and 1.529 GW of signed pre-acquisition agreements, totaling about 12.647 GW [1] Future Plans - The company is committed to actively developing photovoltaic power station construction and accelerating the progress of ongoing and acquisition projects [1]