The Photovoltaic ETF Puyin (159609) has seen net inflows for 5 consecutive days, totaling over 17 million.

As of 11:10, among the constituent stocks of the CSI Photovoltaic Industry Index tracked by the Photovoltaic ETF Puyin (159609), TBEA fell 1.8%, LONGi Green Energy fell 3.11%, Sungrow Power fell 2.12%, TCL Technology fell 0.95%, Tongwei Co., Ltd. fell 3.02%, Maxeon Solar Technologies fell 3.5%, Deye Technology fell 1.76%, Chint Electric fell 1.48%, TCL Zhonghuan fell 3.73%, and JinkoSolar fell 1.77%. As of April 2, the CSI Photovoltaic Industry Index has risen 38.76% over the past year.

Data shows that the Photovoltaic ETF Puyin (159609) has been favored by capital, receiving net capital inflows for five consecutive days, totaling over 17 million in "capital attraction".

On the news front, China's installed photovoltaic capacity has ranked first in the world for many consecutive years. As early photovoltaic modules gradually reach their service life, a large-scale retirement wave is approaching. Industry insiders said that China's photovoltaic industry started around 2005. Based on a panel design life of 20 to 25 years, a large-scale retirement wave of photovoltaic equipment will begin in 2026. Many companies have also begun to accelerate their layout to further increase recycling and processing capacity. In the long run, the large-scale retirement wave will create a hundred-billion-yuan market for photovoltaic module recycling and reuse.

CITIC Securities pointed out that in terms of AIDC power generation equipment, power shortages remain the main theme for the year. For photovoltaic equipment, companies focus on downstream capacity expansion and technological iteration. In the short term, domestic demand for new capacity expansion remains very limited. In overseas markets, customers are promoting integrated photovoltaic capacity construction, paying more attention to equipment automation and intelligence, and leading equipment companies are expected to benefit. From a development trend perspective, it is expected that high-efficiency capacity will remain the focus of development. The penetration rate of high-power components such as BC and HJT is expected to gradually increase, structural capacity expansion demand may be gradually released, benefiting equipment manufacturers that have taken the lead in new technology areas.

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The Photovoltaic ETF Puyin (159609) is expected to become an efficient tool for investors to grasp the global new energy revolution and deploy core assets in the photovoltaic industry, continuing to benefit from industry cycle recovery and technological breakthroughs.