The photovoltaic sector is fully erupted by the photovoltaic 50ETF and the carbon neutral and 50ETF dual double rose by more than 4%

Today, the photovoltaic sector has performed strongly. In the early days, the sector has burst into full outbreaks, and multiple stocks have daily limit. The relevant industry ETF — Photovoltaic 50ETF (159864) and carbon neutralization and 50ETF (159861) have increased by 4%today, leading the market.

The photovoltaic sector performed strongly today. Fu Neng Technology rose more than 13%, Jingsheng Mechanical and Electrical rose exceeded 12%, and Kesta's daily limit and daily limit. The shares rose over 7%, the number of machines rose by 6%, the sunlight power supply rose exceeded 6%, the Jinchen shares rose over, Jing'ao Technology, and Haitai Xinneng and other stocks rose.

Since April 27, as of August 15, Photovoltaic 50ETF (159864) has risen more than 68%, which can be described as a leader in stock ETF.

On July 29, the relevant departments released the "Construction and Operation of Photovoltaic Power Generation in the First Half of 2022", and in the first half of 2022, my country ’s photovoltaic installation capacity was 30.88 Gava (1 Gava = 1000 MW), an increase of 137.4 % year -on -year. This data It has exceeded the sum of the installation in the first ten months of last year.

In August, the relevant U.S. departments passed the largest climate bill in history. The scale of this bill was as high as 369 billion US dollars. The content mainly involved five major aspects, focusing on the clean energy manufacturing industry, including solar panels, wind turbines, batteries, electric vehicles, hydrogen production and key Many subdivisions including minerals, photovoltaic exports are expected to benefit first.

In the first half of the year, the demand for photovoltaic markets was mainly from overseas, or from the expected demand for energy crisis represented by Europe, and European energy prices soared in the popularity of photovoltaic products. Since the summer of this year, the heat of the entire European and hot waves has a significant impact on its energy system. European power production has also faced serious threats due to the natural gas supply crisis. The energy crisis intensifies and photovoltaic products are hot.

From a domestic point of view, from June, the load of the Jiyang Grid of Jinan has reached a record high of 4 times; 7 provincial -level power grids including Hebei, Shandong, Henan, Shaanxi, Gansu, Ningxia, and Xinjiang, as well as Northwestern Power Grid, the power load created history. new highs. Entering the peak of summer electricity consumption in the northern hemisphere in July and August, the power consumption record recorded continuously at high temperature, and the contradiction between power supply and demand was more prominent. Essence

Guojin Securities pointed out that the rising power of electricity+electricity prices is expected to stimulate global distributed photovoltaic demand to continue to exceed expectations.

In terms of fundamental perspective, from the 23 photovoltaic companies that have disclosed the results of the semi -annual report, 21 have achieved profitability; of which, 17 net profit has achieved positive growth year -on -year, and 13 growth rates have doubled. The overall performance of photovoltaic listed companies is excellent.

It is worth noting that the photovoltaic track is currently welcoming the new air outlet, and the "TOPCON battery" has been sought after in the secondary market. TOPCON is one of the important technical routes for the next generation of photovoltaic batteries. It is the N -type battery like the HJT battery. Huaxin Securities believes that the N -type battery is the future direction. The leading enterprise of the existing battery capacity usually choose the TOPCON route to be compatible with existing capacity; and the new entryrs in the industry usually choose the HJT route to lay out the future.

Central Plains Securities said that the performance of the photovoltaic sector company in the first half of 2022 generally increased. Judging from the performance trailers released by photovoltaic listed companies, benefiting from the strong market demand at home and abroad and the rapid growth of capital expenditure, in the first half of 2022, the photovoltaic sector is expected to achieve higher performance growth. The upstream photovoltaic equipment, silicon materials, silicon wafers, and integrated component factories perform better.

In terms of photovoltaic demand, the global photovoltaic installation machine is expected to increase by 30.4 % year -on -year in 2022, which is higher than the level of 2021. The rapid development of distributed photovoltaic in China in 2021 has entered a new stage. The development of photovoltaic development is equal to the centralized and distributed in 2022, and the probability of installed more than 100 million kilowatts.

For the photovoltaic sector, investors can lay out the photovoltaic industry leading stocks by one -click photovoltaic 50ETF (159864), and enjoy the dual dividends of the photovoltaic sector's fundamentals and policies.

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