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光伏ETF基金(159863)近两日涨超3.5%,宁德时代或入局光伏资产

The ht-pb csi ptvt idt etf fund (159863) has risen more than 3.5% in the past two days, and contemporary amperex technology may enter the photovoltaic assets.

Gelonghui Finance ·  Sep 12 10:21

Gelonghui, September 12 | A-share photovoltaic concept stocks continued to be active. The PV ETF Fund (159863) constituent stocks rose more than 13%, and Daquan Energy and Jingao Technology rose more than 5%. As of 10:20, the PV ETF Fund (159863) is up 1.85% today, up 3.52% in the past two days. According to the news, a rookie in photovoltaic modules has been introduced or will “sell”, and the buyer they are in touch with is lithium battery giant Ningde Era. According to information, the two sides are currently still in negotiations. If the deal is successful, a new energy can be expected to receive multi-billion dollar capital injections. Societe Generale Securities pointed out that photovoltaic manufacturers are currently exploring dynamic rebalancing points between supply and demand. It is expected that in the future, the industry will accelerate pattern optimization and clearance of backward production capacity under the combined effects of policy guidelines and market regulation mechanisms. Interest rate cuts in Europe and the US are also expected to support the continued upward trend in PV demand.

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