Global competitiveness is highlighted, with the photovoltaic sector surging in the afternoon, and the photovoltaic ETF 富国 (560230) rising by 4.37% during the trading session.

The new energy sector was notably active in the afternoon, with gains led by sectors such as solid-state batteries, lithium batteries, and wind energy. As of the time of writing, the Guofu Solar ETF (560230) increased by 4.37% intraday, the Guofu Innovation Energy ETF (588960) rose by 4.18%, and the Guofu Battery ETF (561160) gained 3.53%. Among them, the Guofu Solar ETF component stock BOE Alloy hit the daily limit, with stocks like Robotech, Foster, and Kehua Data rising over 8%.

News: China’s photovoltaic export journey reached another milestone, as the largest single photovoltaic project in Southeast Asia and the 1 million kW photovoltaic power station in northern Laos by China General Nuclear Power Corporation successfully connected to the grid and began operation on April 7, demonstrating China’s comprehensive photovoltaic industry chain’s global competitiveness and overseas expansion potential.

According to data from the National Energy Administration, by the end of 2025, the country’s total installed power generation capacity will reach 3.89 billion kW, a year-on-year increase of 16.1%. Among them, solar power installed capacity will be 1.2 billion kW, up 35.4% year-on-year; wind power installed capacity will be 640 million kW, up 22.9%. Wind and solar power installations account for nearly half of the global wind and solar capacity.

The Guofu Solar ETF (560230) closely tracks the CSI Solar Industry Index, covering the entire solar industry chain upstream, midstream, and downstream, including silicon materials, wafers, cells, modules, inverters, and equipment. In simple terms, this ETF covers leading companies across the entire solar industry chain, with the top ten holdings including Longi Green Energy, Sungrow Power Supply, and Tongwei Co., Ltd., representing key segments, effectively mitigating risks from industry segmentation. (Component stocks listed are for illustrative purposes only and do not constitute investment actions or recommendations.)

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