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光伏半年报密集出炉,光伏ETF龙头(560980)涨超2%,机构:行业新贝塔阶段正加速形成
Xin Lang Cai Jing· 2025-08-28 06:52
Group 1 - In July 2025, China's power equipment export value reached 7.856 billion, a year-on-year increase of 32.89%, with a cumulative export value of 49.029 billion from January to July, up 36.24% year-on-year [1] - Transformers saw a remarkable export growth of 54.68%, with significant increases in Asia and Africa; switch exports grew by 63.88%, particularly strong in Asian and European markets; cable exports increased by 13.06%, with high growth in the Latin American market [1] - The global energy transition is driving continuous investment in grid construction, positioning China's power equipment products with technological and cost advantages, likely enhancing their penetration in overseas markets [1] Group 2 - As of August 28, 2025, the CSI Photovoltaic Leading 30 Index surged by 2.34%, with the photovoltaic ETF leading (560980) rising by 2.59% [2] - Among 57 listed companies in the photovoltaic sector that disclosed mid-year reports, 35 reported profits, while 22 were in a loss position; notable companies like Sungrow Power, TBEA, and Hengdian East Magnetic achieved profits exceeding 1 billion [2] - In July, the added value of the electrical machinery and equipment manufacturing industry grew by 10.2% year-on-year, indicating sustained high demand in the power equipment sector [2] Group 3 - CITIC Securities indicates that with market-oriented reforms and the gradual implementation of supply-side reform policies, the photovoltaic industry chain is expected to see a reasonable price recovery and profit restoration, improving the fundamentals [3] - The photovoltaic industry is nearing a fundamental turning point, with effective anti-involution measures leading to an earlier shift, marking the transition from an old cycle to a new profit recovery phase [3] - The photovoltaic ETF leading (560980) closely tracks the CSI Photovoltaic Leading 30 Index, selecting 30 large-scale, profitable leading companies in the photovoltaic power generation industry to reflect the performance of core assets in China's photovoltaic sector [3]