El concepto de energía fotovoltaica en el espacio se fortalece durante la sesión, el ETF de energía fotovoltaica Efundas vuelve a mostrar actividad y sube más del 2%, la industria fotovoltaica enfrenta una oportunidad de transformación hacia el valor

As of March 20, 2026, 10:58, the China Securities Photovoltaic Industry Index (931151) surged by 2.44%, the Photovoltaic ETF E Fund (562970) rose by 2.29%, with a turnover of 2.26% during the session, totaling a transaction volume of 16.8483 million yuan.

As of March 19, the Photovoltaic ETF E Fund (562970) has seen a growth of 593 million yuan in scale over the past year, and an increase of 16 million shares in the past week, achieving significant growth.

In terms of capital inflow, the Photovoltaic ETF E Fund (562970) has recorded net capital inflows on 4 out of the last 5 trading days, amounting to a total of 31.5193 million yuan “absorbed.”

On the news front, on March 16 local time, NVIDIA announced the launch of the Vera Rubin Space-1 space computing platform at the GTC Developer Conference, officially laying out plans for orbital AI data centers and ushering in a new era of space computing power. Space photovoltaics are not affected by day and night or weather, with high light intensity and energy density far exceeding that of the ground, becoming the core energy solution for space computing power and opening up a new battlefield for the photovoltaic industry in the medium to long term.

Zhongyuan Securities pointed out that 2026 is a critical year for governance in the photovoltaic industry, with a focus on addressing “involution” in the sector being a key policy point. The Photovoltaic Industry Association expects that the newly installed market in 2026 will experience a short-term adjustment before steadily rebounding, with the industry fully transforming from scale expansion to value competition. The valuation of the photovoltaic industry remains at a historically low level. It is recommended to pay attention to perovskite batteries/perovskite-silicon tandem batteries, energy storage inverters, and leading companies in integrated component manufacturing.

The Photovoltaic ETF E Fund (562970, Fund Connection A/C: 017646/017647) tracks the China Securities Photovoltaic Industry Index, focusing on leading companies in the entire photovoltaic industry chain, with high industry purity and deeply benefiting from this “anti-involution” theme, making it a core target to capture the profit expectation recovery behind the “anti-involution.”