---
title: "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"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/282286169.md"
description: "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"
datetime: "2026-04-10T03:58:10.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/282286169.md)
  - [en](https://longbridge.com/en/news/282286169.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/282286169.md)
---

# 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 be catalyzed. On April 10, the Guotai CSI Photovoltaic Industry ETF (159864) rose over 3% during trading, indicating that the supply-side inflection point in the photovoltaic equipment industry has arrived.

Dongxing Securities pointed out that the supply-side inflection point in the photovoltaic equipment industry has been reached, with policy guidance accelerating the elimination of backward production capacity and a complete halt to expansion across all links. In Q1 2026, component prices have already shown signs of rebound, and the profitability of the industry chain is gradually recovering after hitting bottom under pressure. The installation target during the 14th Five-Year Plan is clear, and the accelerated deployment of low-orbit satellites in commercial aerospace provides a market elasticity space worth hundreds of billions for space photovoltaics, while space computing is expected to bring a market scale of trillions. In terms of power equipment, the wind power industry's "dual sea" strategy drives high prosperity, with a resonance of profit recovery and structural upgrades. The domestic planning for offshore wind in deep waters is about to be implemented, with offshore wind installations expected to grow by over 30% in 2026. In Europe, driven by energy security, offshore wind auctions and FID remain highly prosperous, while the UK's cancellation of tariffs on wind power components directly benefits China's overseas supply chain. The prices of onshore wind turbines have stabilized and rebounded, and it is expected that the manufacturing sector's profitability will reach an inflection point in 2026, with large-scale production driving structural upgrades and gross margin improvements for some core components.

The Guotai CSI Photovoltaic Industry ETF (159864) tracks the photovoltaic industry index (931151), which focuses on the solar photovoltaic power generation sector. It selects listed company securities involved in the entire industry chain, including upstream silicon materials, midstream solar cells and modules, and downstream power station construction and operation, as index samples to reflect the overall performance of listed company securities in the photovoltaic industry. This index aims to reflect the overall trend of the photovoltaic industry and has high growth and volatility characteristics.

Daily Economic News

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