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连续三日“吸金”累超9500万元,光伏50ETF(516880)低开高走翻红,机构:光伏设备景气度或具备延续性
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-14 01:52
Group 1 - The three major indices opened lower, while the China Securities Photovoltaic Industry Index opened low but rose, with stocks like Zhongxinbo and Lianhong Xinke increasing over 3% [1] - Keda fell over 6%, with stocks like Kehua Data and TBEA also declining [1] Group 2 - The Photovoltaic 50 ETF (516880) opened low but rose to positive territory, frequently trading at a premium [2] - According to Wind Financial Terminal, the Photovoltaic 50 ETF (516880) has seen net inflows for three consecutive trading days, accumulating over 95 million yuan [2] - The ETF closely tracks the China Securities Photovoltaic Industry Index and includes major holdings such as Longi Green Energy, Sungrow Power Supply, TCL Technology, and Tongwei Co [2] Group 3 - As of November 13, the marketized electricity volume of new energy in Guangxi reached 52.688 billion kilowatt-hours, 2.39 times that of the same period last year, with wind power trading at 38.908 billion kilowatt-hours and photovoltaic trading at 13.78 billion kilowatt-hours [2] - Debon Securities suggests that the market may continue a structural trend dominated by "new energy + policy themes," with photovoltaic equipment benefiting from the implementation of new energy consumption policies and technological breakthroughs [2]