The new energy sector continues to be catalyzed, with the Guotai CSI Photovoltaic Industry ETF (159864) rising over 3% during trading, indicating that the supply-side turning point in the photovoltaic equipment industry has arrived

The new energy sector continues to catalyze, with the Guotai CSI Photovoltaic Industry ETF (159864) rising over 3% during intraday trading on April 10. Soochow Securities pointed out that the supply-side inflection point in the photovoltaic equipment industry has arrived, with policy guidance accelerating the elimination of backward production capacity, and the profitability of the industry chain gradually recovering. It is expected that offshore wind installations will grow by over 30% in 2026, and the overall trend of the photovoltaic industry is positive, with high growth potential and volatility. Investors should be cautious and understand the risk-return characteristics