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风电公司进军太空光伏!光伏ETF(159857)标的指数上涨超1%,机构:太空光伏将是2026年电新板块最强主线
Group 1 - The three major indices experienced fluctuations, with the CSI Photovoltaic Industry Index rising by 1.38%. Notable stocks included Junda Co., which hit the daily limit, and GCL-Poly Energy, which rose nearly 17% [1] - The photovoltaic ETF (159857), which tracks the CSI Photovoltaic Industry Index, saw an increase and a trading volume of 132 million yuan. The net inflow for this ETF on the previous trading day was 61.44 million yuan [1] - Mingyang Smart Energy announced plans to acquire control of Zhongshan Dehua Chip Technology Co., Ltd. through a combination of share issuance and cash payment, indicating a focus on the space solar cell industry [1] Group 2 - Guojin Securities highlighted that space photovoltaics, as a core segment of the commercial aerospace sector, is gaining market recognition due to its significant value, inflation trends, and high barriers to entry. The market is expected to continue expanding, with recommendations for active participation [2] - The cancellation of export tax rebates for photovoltaics is set to take effect on April 1, providing a "window" for companies to adjust before the Q1 domestic demand slowdown, while also facilitating the exit of less competitive capacities and firms [2]