As of 13:17 on March 18, 2025, the CSI Photovoltaic Industry Index (931151) rose 0.31%, the constituent quartz shares (603688) rose 3.22%, GoodWe (688390) rose 2.60%, Micro Nano (688147) rose 2.41%, Lianhong Xinke (003022) rose 2.06%, and JinkoSolar (688223) rose 1.73%. Photovoltaic ETF Ping An (516180) rose 0.64%, hitting three consecutive gains. The latest price is 0.63 yuan, and the intraday turnover has reached 1.2526 million yuan, with a turnover rate of 1.83%.

In the long run, as of March 17, 2025, the photovoltaic ETF Ping An has risen by 1.29% in the past 1 week. In terms of scale, the latest scale of photovoltaic ETF Ping An reached 68.4765 million yuan, a new high in recent March.

On the news side, on March 15, a number of listed companies such as Shaoneng Co., Ltd. and Datang Huayin Power successively disclosed investment plans for new photovoltaic power generation projects, involving various modes such as distributed photovoltaic, forest-light complementation, and fishery-light complementation, with a total investment scale of more than 1.6 billion yuan.

Combined with the recent rebound in industrial chain prices, the release of favorable policies and the performance of the capital market, industry institutions believe that the photovoltaic industry may have entered the recovery channel. However, through the appearance of corporate expansion boom and policy stimulus, the industry is still facing deep challenges such as overcapacity and profit differentiation, and it will take time to verify the full recovery.

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

The PV ETF 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 February 28, 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), JA Solar (002459), Chint Electric (601877), Deye shares (605117), the top ten weighted stocks accounted for 55.75% of the total.

The CSI New Materials ETF selects 50 securities of 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 theme.

According to the data, as of February 28, 2025, the top ten weighted stocks in the CSI New Materials Theme Index (H30597) are CATL (300750), North Huachuang (002371), Wanhua Chemical (600309), LONGi Green Energy (601012), Tongwei (600438), Sanhuan Group (300408), Huayou Cobalt (603799), San'an Optoelectronics (600703), Baofeng Energy (600989), GEM (002340), the top ten weighted stocks accounted for 53.41% of the total.

Related Products:

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

New Materials ETF Ping An (516890).