China Merchants CSI Photovoltaic Industry ETF

Solar Equipment Sector Continues to Rebound, Industry Index Up 3.31%

Li Dongsheng's Suggestions to Strengthen Financing Support for Advanced Manufacturing at the Two Sessions

China's Photovoltaic Industry Shifts to High-Quality Development, Maintains Global Dominance

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Demand for solar equipment doubled in March, just as the oil crisis started.

Tongwei Co.,Ltd

TRINA SOLAR

Sungrow Power Supply

Daqo New Energy

Daqo Energy

Jinkosolar

JA SOLAR

XINYI SOLAR

GCLSI

Jinko Solar

LONGi

Penghua CSI Photovoltaic Industry ETF

ChinaAMC CSI Photovoltaic Industry ETF

Penghua SSE STAR New Energy ETF

Demand for China solar doubles

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The China Merchants CSI Photovoltaic Industry ETF (516230) has attracted 160 million yuan in capital over 8 consecutive trading days, indicating optimistic market expectations for the photovoltaic industry. On June 18, 2026, China will implement a new distributed photovoltaic policy, which is expected to break industry bottlenecks and activate the market. The Ministry of Industry and Information Technology emphasizes the need to eliminate the internal competition in the photovoltaic industry and enhance the security of the industrial chain. Bank of China International points out that photovoltaic investment in 2026 will focus on "anti-involution" and "space photovoltaic." The new five-year plan will raise the proportion of green electricity in data centers to 80%, bringing new demand for photovoltaics

腾讯新闻 - 财经

Tianhong CSI Photovoltaic Industry ETF

Huatai-PB CSI Photovoltaic Industry ETF

The photovoltaic ETF China Merchants (516230) has continuously attracted 160 million yuan over 8 days, reshaping industry expectations with the synergy of electricity and new distributed policies

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The main contract for polysilicon futures hit the daily limit, reporting 34,770 yuan/ton, an increase of 9%. By the end of February, the installed capacity of renewable energy generation nationwide reached 2.381 billion kilowatts, accounting for 60.3% of the total installed power capacity in the country. The 9% value-added tax export rebate for photovoltaic products will be officially canceled on April 1, putting survival pressure on photovoltaic manufacturers and accelerating industry consolidation. It is expected that by 2026, in the photovoltaic industry chain, the prices of silicon materials and silicon wafers will decline, while the prices of modules will increase, benefiting the profits of related manufacturers

Invesco Solar ETF

China Southern CSI New Energy ETF

E Fund CSI Photovoltaic Industry ETF

Polycrystalline silicon futures hit the daily limit! Photovoltaic installed capacity accounts for over 60%, export tax rebates officially canceled

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The photovoltaic equipment sector experienced a short-term surge on April 13, with Tongwei Co., Ltd. hitting the daily limit, and other companies like Daqo Energy also rising. Previously, concerns in the market were triggered by negative news regarding photovoltaic equipment exports, but industry insiders clarified that the recent symposium did not issue any explicit bans, and the industry logic remains positive. Brokerage analysts believe that this discussion will only affect market sentiment, and exports of photovoltaic equipment will continue as normal. The photovoltaic capacity targets set by Tesla and SpaceX, both under Elon Musk, have also instilled confidence in Chinese equipment manufacturers

ChinaAMC Green Electricity ETF

Guotai CSI Photovoltaic Industry ETF

Ping An CSI Photovoltaic Industry ETF

Industry insiders clarify the regulation of photovoltaic equipment exports, leading to a surge in the photovoltaic equipment sector

The China Merchants CSI Photovoltaic Industry ETF (516230) has seen a net inflow of 140 million yuan for 7 consecutive days, indicating market attention on the revaluation opportunities in the photovoltaic sector. On April 10th, the Ministry of Industry and Information Technology held a meeting, emphasizing the need to break the inward competition within the photovoltaic industry and enhance the security of the supply chain. South Korea plans to increase the share of renewable energy generation to over 20% by 2030, driving domestic photovoltaic manufacturing demand. Huafu Securities believes this will create opportunities for China's photovoltaic equipment exports, with demand in Southeast Asia and Northeast Asia expected to grow. The China Merchants CSI Photovoltaic Industry ETF closely tracks the CSI Photovoltaic Industry Index

Photovoltaic anti-involution + demand for local manufacturing in South Korea, expectations for overseas expansion accelerate, photovoltaic ETF China Merchants (516230) has seen a net inflow of 140 million for 7 consecutive days

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The Yinhua CSI Photovoltaic Industry ETF (516880) rose over 1% on April 13, with a transaction volume of 24.726 million yuan, and a net inflow of 11.45 million yuan over the past five trading days. The CSI Photovoltaic Industry Index increased by 0.98%, with strong performances from constituent stocks such as Deye Shares and Quartz Shares. Zhongtai Securities pointed out that the logic of photovoltaic equipment going overseas remains unchanged, with overseas demand continuing to be released, and related companies are not restricted. Canadian Solar's HJT battery factory in the U.S. has begun trial production

Yinhua CSI Photovoltaic Industry ETF

Yinhua CSI Photovoltaic Industry ETF (516880) rose over 1%, institutions: The logic of photovoltaic equipment going overseas remains unchanged, optimistic about the release of overseas demand

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The photovoltaic ETF Ping An rose by 0.35%, and the CSI Photovoltaic Industry Index increased by 0.42%. The battery supply chain is active, with CATL's stock price reaching a historic high. In April 2026, the total production capacity of China's lithium battery market is approximately 235GWh, a month-on-month increase of 7.3%. In March, the combined output of power and energy storage batteries was 177.7GWh, a month-on-month increase of 25.5%. The Ministry of Industry and Information Technology and other departments held a symposium to deploy the regulation of industrial competition. The industrialization of solid-state batteries is advancing, and it is recommended to pay attention to leading companies in the battery and related materials segments

CATL

E Fund CSI Battery Thematic ETF

The photovoltaic ETF Ping An is on the rise, and the battery industry chain is strongly surging

Against the backdrop of escalating geopolitical conflicts, funds are flowing into the new energy sector, with the China Merchants CSI Photovoltaic Industry ETF (516230) seeing a net inflow of over 100 million yuan for five consecutive days. Dongfang Securities pointed out that the importance of new energy power generation is increasingly prominent, and a valuation recovery in the photovoltaic industry is expected. It is anticipated that by 2025, the proportion of public funds' holdings in the photovoltaic industry will significantly increase. Huatai Securities and CITIC Securities also have a positive outlook on the growth potential of the photovoltaic industry, especially driven by policy support and the increasing demand for space photovoltaic

Geopolitical conflicts are recurring, institutions: Under the background of energy autonomy and controllability, photovoltaic valuation repair is expected

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The export tax rebate policy for photovoltaic batteries will be fully canceled starting April 1, 2026, and the tax rebate rate for battery products will be adjusted in two phases. This policy adjustment marks the end of the era of export tax subsidies for China's photovoltaic and battery industries. Experts point out that as the competitiveness of the new energy industry strengthens, it is necessary to adjust policies in a timely manner to adapt to the new situation. Photovoltaic and battery products have become iconic products of China's green trade, and it is expected that the export scale of related products will reach 1.3 trillion yuan by 2025

E Fund CNI New Energy Battery ETF

CCB Principal Guozheng New Energy Vehicle Battery ETF

ChinaAMC ChiNext New Energy ETF

GF CNI New Energy Vehicle Battery ETF

China Merchants CSI Battery Theme ETF

China Universal CSI Battery Theme ETF

Bocom Schroders CNI NEW ENERGY Index Fund(LOF)-A

中证新能

Dacheng CSI Battery Thematic ETF

Huaan CSI Interior New Energy ETF

ChinaAMC CSI New Energy ETF

CNI New Energy

ChinaAMC CSI Battery Thematic ETF

Wanjia CNI NEV Battery ETF

Tianhong ChiNext New Energy ETF

The export tax rebate for photovoltaic cells will come to an end, marking a turning point for industry development

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On March 20, 2026, the new energy sector saw a surge in limit-up stocks in the afternoon, with the China Merchants CSI Photovoltaic Industry ETF (516230) rising by 4.56%, peaking at 6.55%. Component stocks such as Sineng and SOFARSOLAR performed outstandingly. Data from the General Administration of Customs shows that China's wind power equipment exports have been included in statistics for the first time, interpreted by the market as a new phase for the export of new energy equipment. The European market is experiencing tight supply of solar storage products and a surge in demand, which is favorable for China's new energy industry chain. The rise of the China Merchants CSI Photovoltaic Industry ETF reflects the market's recognition of the global competitiveness of China's new energy equipment, with leading companies expected to see improvements in performance and valuation

SOFARSOLAR

Sineng

European offshore wind + dual-line energy storage ignites, 516230 surges over 6% on increased volume! Sineng leads

China Merchants CSI Photovoltaic Industry ETF(516230.SH)