As of 10:15 on April 2, 2025, the CSI Photovoltaic Industry Index (931151) rose 0.29%, the constituent stocks TCL Zhonghuan (002129) rose 2.35%, Hoymiles (688032) rose 2.04%, Robotec (300757) rose 1.83%, Deye (605117) rose 1.61%, and Hengdian East Magnetic (002056) rose 1.18%. Photovoltaic ETF Fund (516180) rose 0.50%, the latest price was 0.6 yuan, and the intraday turnover continued to widen.

On the news side, on April 9-10, 2025, the Global BC Battery Industry Development Forum will be held in Jiaxing. According to reports, the holding of the Global BC Battery Industry Development Forum gathered leading enterprises and experts in the field of BC technology in the whole industry, and built a high-level and professional exchange platform for the development of BC technology. The convening of this forum may mark a new stage of collaborative innovation in the industry.

In 2024, the new installed capacity of new energy storage in the world will be 79.2GW/188.5GWh, with a year-on-year increase of 82.1%. Among them, the installed capacity of China's new energy storage in 2024 will be 41.54GW/107.13GWh, with a year-on-year increase of 110% in installed capacity (GWh) and 56.83% of the global total, which has become the leader in the development of the global energy storage industry.

Changjiang Securities pointed out that the bottom of the current plate sentiment is clear, the basic orientation can be expected, the domestic rush + supply-side self-discipline to drive the price of the industrial chain to continue to rise, it is expected that Q2 volume and profit will be repaired month-on-month, and the promotion of supply reform policies is also expected to form a catalyst. It is recommended to pay attention to the subdivisions: 1) the self-discipline line on the supply side, and the inflection point of the supply and demand of the main and auxiliary materials can be expected; 2) New technical lines, accelerated landing, outstanding elasticity, including BC, silver-clad copper, copper paste, etc.

Investors can take advantage of the photovoltaic ETF fund (516180) and the new materials ETF index fund (516890) to grasp the investment opportunities in related industries.

The

PV ETF fund closely tracks the CSI Photovoltaic Industry Index, which selects no more than 50 of the most representative securities of listed companies from the securities of listed companies whose main business involves the upstream, midstream and downstream of the photovoltaic industry chain as the index sample to reflect the overall performance of the securities of listed companies in the photovoltaic industry.

According to the data, as of March 31, 2025, the top ten weighted stocks of the CSI Photovoltaic Industry Index (931151) are LONGi Green Energy (601012), Sungrow Power Supply (300274), TCL Technology (000100), TBEA (600089), Tongwei (600438), TCL Zhonghuan (002129), JinkoSolar (688223), Chint Electric (601877), Deye (605117), JA Solar Technology (002459), the top 10 weighted stocks together accounted for 55.78%.

The

CSI New Materials ETF Index Fund closely tracks the CSI New Materials Thematic Index, which selects 50 listed companies whose business involves basic materials such as advanced steel, non-ferrous metals, chemicals, inorganic non-metals, and key strategic materials as the index sample to reflect the overall performance of the securities of listed companies with new materials themes.

According to the data, as of March 31, 2025, the top ten weighted stocks of the CSI New Materials Theme Index (H30597) are CATL (300750), North Huachuang (002371), Wanhua Chemical (600309), LONGi Green Energy (601012), Sanhuan Group (300408), Tongwei (600438), Huayou Cobalt (603799), San'an Optoelectronics (600703), GEM (002340), Baofeng Energy (600989), the top ten weighted stocks accounted for 52.75%.

Related Products:

Photovoltaic ETF Fund (516180), Ping An Photovoltaic Index Fund (Class A: 012722; Category C: 012723);

New Materials ETF Index Fund (516890).