As of 10:34 on April 1, 2025, the CSI Photovoltaic Industry Index (931151) rose 1.68%, the constituent stocks Jinlang Technology (300763) rose 9.93%, GoodWe (688390) rose 7.33%, Sungrow Power Supply (300274) rose 4.54%, quartz shares (603688), Sineng Electric (300827) and other stocks followed suit. Photovoltaic ETF Fund (516180) rose more than 2% intraday, the latest price was 0.6 yuan, and the intraday turnover has reached 1.8513 million yuan, with a turnover rate of 2.84%.

On March 31, the General Department of the National Energy Administration solicited public opinions on the "Implementation Rules for the Issuance of Renewable Energy Green Electricity Certificates (Trial)" (Draft for Comments). These detailed rules apply to the issuance and related management of green certificates corresponding to the electricity of renewable energy power generation projects such as wind power, solar power generation, conventional hydropower, biomass power generation, geothermal power generation, and marine power generation produced within the territory of China.

Dongguan Securities said that according to the "Notice on Deepening the Market-oriented Reform of New Energy Feed-in Tariffs and Promoting the High-quality Development of New Energy" issued by the National Development and Reform Commission and the National Energy Administration, under the impact of the new deal on the rate of return, distributed is expected to usher in a phased peak of installed capacity. According to TrendForce New Energy, the module market has recently seen a positive upward trend, with module production in March in the range of 55-56GW, a month-on-month increase of about 30%, and a significant month-on-month increase in module production schedule. It is recommended to pay attention to the leading photovoltaic enterprises with leading scale and technology, and strong cost control capabilities.

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

The

PV ETF fund 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 March 31, 2025, the top ten weighted stocks of the CSI Photovoltaic Industry Index (931151) are LONGi Green Energy (601012), Sungrow Power Supply (300274), TCL Technology (000100), TBEA (600089), Tongwei (600438), TCL Zhonghuan (002129), JinkoSolar (688223), Chint Electric (601877), Deye (605117), JA Solar Technology (002459), the top 10 weighted stocks together accounted for 55.78%.

The

CSI New Materials ETF Index Fund closely tracks the CSI New Materials Thematic Index, which selects 50 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 themes.

According to the data, as of March 31, 2025, the top ten weighted stocks of the CSI New Materials Theme Index (H30597) are CATL (300750), North Huachuang (002371), Wanhua Chemical (600309), LONGi Green Energy (601012), Sanhuan Group (300408), Tongwei (600438), Huayou Cobalt (603799), San'an Optoelectronics (600703), GEM (002340), Baofeng Energy (600989), the top ten weighted stocks accounted for 52.75%.

Related Products:

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

New Materials ETF Index Fund (516890).