On January 10, 2024, the photovoltaic sector continued to make efforts to promote related indexes**, and as of noon**, the CSI PV Leading 30 Index closed up 215%, the CSI Photovoltaic Industry Index closed up 184%。
In terms of ETFs, only GF**'s PV 30 ETF (560980SH), closed up 230%；Closely followed by the CSI Photovoltaic Industry Index is Huatai Pineapple ** photovoltaic ETF (515790.).SH), Tianhong**'s photovoltaic ETF (159857SZ), Yinhua**'s photovoltaic 50 ETF (516880SH), Cathay Pacific's (159864.)SZ) and so on, respectively69%。
The PV Top 30 Index is a sample of 30 large-scale and profitable listed companies involved in the photovoltaic power generation industry in Shanghai, so as to reflect the overall performance of the leading listed companies in the photovoltaic industry.
The photovoltaic industry index is to select no more than 50 of the most representative listed companies** from the listed companies whose main business involves the upstream, middle and downstream of the photovoltaic industry chain as the index sample to reflect the overall performance of listed companies in the photovoltaic industry**.
On the news side, one of the large-scale wind power photovoltaic base projects in the hinterland of the Qinghai-Tibet Plateau focusing on deserts, Gobi and desert areas, the 1 million kilowatt photovoltaic project of Qinghai Haixi Base has been connected to the grid. The project will also support the construction of a 100,000 kW CSP project, which can effectively improve the power system's ability to absorb renewable energy and improve the stability of the power system.
According to the Yangtze River ** research report, the European photovoltaic market has accelerated destocking, and related companies have raised their shipment expectations. Non-European and American overseas markets exceeded expectations, supporting continued demand growth.
Zheshang believes that the advantages of the N-type industrial chain in the photovoltaic industry are prominent, the inflection point of the new cycle is accelerating, and the supply and demand situation of the main photovoltaic industry chain is changing, and the profitability of the 23Q4 industrial chain is generally declining. In the context of energy transition and international relations conflicts, we are optimistic about the certainty of continuous growth in photovoltaic installed demand. ** The end is expected to usher in a profit inflection point after experiencing the clearance of production capacity, and companies with the characteristics of "heavy R&D, low cost, stable three tables, and internationalization" are expected to maintain a leading position through the cycle, and N-type technology will continue to benefit from the acceleration of volume-related targets.
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