As of 13:30 on November 15, 2024, the latest price of photovoltaic ETF Ping An (516180) is 0.72 yuan, and the intraday turnover has reached 2.6932 million yuan, with a turnover rate of 3.81%. The CSI Photovoltaic Industry Index (931151), which tracks the index, fell 0.89%. In terms of constituent stocks, Jingyuntong (601908) led by 4.40%, Maiwei shares (300751) rose 3.25%, and Follett (601865) rose 3.20%; Junda shares (002865) led the decline by 5.95%, Shuangliang Energy Conservation (600481) fell by 4.09%, and Tongwei shares (600438) fell by 3.70%.

In the long run, as of November 14, 2024, the photovoltaic ETF Ping An has risen by 11.20% in the past 1 month.

On the news side, it was learned from the State Grid Jiangsu Electric Power Co., Ltd. that the installed capacity of new energy power generation in the province has reached 82.52 million kilowatts, which has historically exceeded that of coal power, accounting for about 42% of the total installed capacity, and has become the largest power source in the province.

Changjiang Securities pointed out that more and more national governments are transforming carbon emission reduction actions into national strategies, putting forward the "double carbon" goal of carbon peak and carbon neutrality, and China is also specifically refined to the "3060 double carbon goal", green and low-carbon energy transformation is the inevitable choice to achieve carbon neutrality goals, electrification is one of the key driving factors of energy transition, China's wind and solar power generation will account for about 16% of total power generation in 2023, there is still room for full electrification, and with the increase of wind and solar installations, The demand for distribution and storage is expected to enter a period of rapid demand explosion, and the space for wind and solar storage and installation can be expected; In terms of new energy vehicles, there is also considerable room for growth in the future.

Investors can take advantage of the photovoltaic ETF Ping An (516180) and the new materials ETF Ping An (516890) to grasp investment opportunities in related industries.

The PV ETF closely tracks the CSI Photovoltaic Industry Index, which selects no more than 50 of the most representative securities of listed companies from the securities of listed companies whose main business involves the upstream, midstream and downstream of the photovoltaic industry chain as the index sample to reflect the overall performance of the securities of listed companies in the photovoltaic industry.

According to the data, as of October 31, 2024, the top ten weighted stocks of the CSI Photovoltaic Industry Index (931151) are Sungrow Power Supply (300274), LONGi Green Energy (601012), TCL Technology (000100), Tongwei (600438), TBEA (600089), TCL Zhonghuan (002129), JA Solar (002459), JinkoSolar (688223), Trina Solar (688599), Chint Electric (601877), the top ten weighted stocks accounted for 60.51%.

The CSI New Materials ETF selects 50 securities of listed companies whose business involves basic materials such as advanced steel, non-ferrous metals, chemicals, inorganic non-metals, and key strategic materials as the index sample to reflect the overall performance of the securities of listed companies with new materials theme.

According to the data, as of October 31, 2024, the top ten weighted stocks of the CSI New Materials Theme Index (H30597) are CATL (300750), North Huachuang (002371), LONGi Green Energy (601012), Wanhua Chemical (600309), Tongwei (600438), Sanhuan Group (300408), San'an Optoelectronics (600703), Huayou Cobalt (603799), TCL Zhonghuan (002129), Shanghai Silicon Industry (688126), the top ten weighted stocks accounted for 54.85% of the total.

Related Products:

Photovoltaic ETF Ping An (516180), Ping An Photovoltaic Index Fund (Class A: 012722; Category C: 012723);

New Materials ETF Ping An (516890).