The volume price of photovoltaic industry chain rises in the photovoltaic 50ETF increase of 4%to lead the two cities

Today, the photovoltaic sector has performed strongly, and the concept stocks of photovoltaic concepts continue to strengthen. The relevant industry ETF — Photovoltaic 50ETF (159864) rose 4%to lead the market.

Today, the photovoltaic sector leads the market, and the direction of TOPCON batteries has increased huge. In the daily limit of the stocks such as Junda shares and Hengdian East Magnetics, the stocks such as Jingke Energy and Gudewei rose more than 7%.

The photovoltaic 50ETF (159864) has recently adjusted in depth due to international market factors. Since August 19, as of September 19, it has fallen by nearly 18%, and the callback is sufficient. Today, a strong rebound in the photovoltaic sector rose 4%.

From the fundamental point of view, the prosperity of the photovoltaic sector continues to rise, and the volume price of the industrial chain has risen.

The high prosperity of the photovoltaic industry is also reflected in performance. From the perspective of performance, in the first half of 2022, the photovoltaic index composed of the company to achieve operating income of 1217.14 billion yuan, an increase of 14.7 % year -on -year, and the net profit attributable to mothers was 78.77 billion yuan, a year -on -year increase of 55.4 % Essence The 2022Q2 photovoltaic index composed of the company's revenue of 583.1 billion yuan, an increase of 10.9 % year -on -year, a decrease of 2.2 % month -on -month, and a net profit of 34.32 billion yuan, a year -on -year increase of 54.8 %, and an increase of 19.9 % month -on -month.

Data show that China 2022H1 achieved a new photovoltaic new installation machine 30.88GW, an increase of 137.4 % year -on -year. 2022H1 China achieved 82.93GW of photovoltaic components, an increase of 87.74 % year -on -year. The total shipments of components are about 113.81GW, and the component output is 123.6GW. The overall balance of supply and demand in the industry. The unspeakable situation of the entire industry chain lasted in the first half of 2022. The entire industry has risen and the market space has been greatly improved.

Open source securities said that in the context of the global energy crisis, solar energy, as a new type of energy, has both green and economic characteristics compared to traditional fossil energy sources. In terms of quantity, the photovoltaic of 2022H1 has achieved volume and prices, and the overall market space of the industry has been expanded. It is expected that as the price of polycrystalline silicon production capacity has decreased, the industry's installation volume is expected to maintain high growth.

The competition of photovoltaic battery technology continues to be fierce, and the equipment is frequently expanded to expand the battery production. Relevant departments released energy data in August 2022, and the growth trend of photovoltaic and wind power in August and wind power. The country is vigorously building a new energy supply system, and the construction of new energy power generation bases has been accelerating. The new energy power generation industry represented by photovoltaic power generation will benefit from the expansion of investment and usher in a good opportunity for development.

The policy is favorable, and the photovoltaic industry enters the fast lane. From a policy point of view, in order to vigorously support the development of photovoltaic enterprises, relevant departments are gradually becoming a policy promoter in the photovoltaic market, and local financial subsidies fill the vacancies left by the exit of state supplements. At present, including Beijing, Shanghai, Anhui, Guangdong, Zhejiang, Shaanxi, and Hainan Province, more than 30 provinces, municipalities, and districts have clarified photovoltaic subsidy policies.

For the photovoltaic sector, investors can lay out the photovoltaic industry leading stocks by one -click photovoltaic 50ETF (159864) to enjoy the double dividends of the photovoltaic sector industry and policy.

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