SpaceX's countdown to entering the NASDAQ has begun! JSG rose over 7%, and the lowest fee tier photovoltaic ETF China Un…

SpaceX is about to be included in the NASDAQ-100 index, driving the A-share photovoltaic sector and commercial aerospace concepts to become active. On June 30th, the photovoltaic ETF China Universal (516290) surged nearly 3%, with component stocks like JSG also rising. Data from the National Energy Administration shows that electricity consumption and generation in May increased year-on-year. The policy side intends to accelerate the elimination of inefficient capacity by raising the power standards for components. Dongxing Securities believes that in the second half of the year, high-cost and inefficient capacity will be accelerated to clear, alleviating the pressure of oversupply, and the competitive logic of the industry may shift towards technological research and development and quality upgrades