Central enterprise's 31GW mega order ignites the photovoltaic sector! The Photovoltaic ETF (516230) opened up 3%, with Deyue Co., Ltd. and Roboteck leading the gains.

On the morning of March 20, the photovoltaic ETF from招商 (516230) surged by 3%, with constituent stocks such as 首航新能 and 金开新能 rising over 9%, 罗博特科 rising over 7%, and multiple stocks including 德业股份, 锦浪科技, and 南网能源 seeing increases.

On the news front, the new energy bidding market recently welcomed unprecedented large orders from state-owned enterprises, garnering significant market attention.

It is reported that China Power Construction has successively released the list of candidate companies for the 2026 photovoltaic module and wind power equipment centralized procurement projects, with a planned procurement of 31GW of photovoltaic modules. A total of 26 photovoltaic companies have qualified for the three project packages. Among them, package one is expected to procure 24GW of TOPCon modules, package two is expected to procure 3GW of HJT modules, and package three is expected to procure 4GW of BC modules.

The announcement shows that the photovoltaic ETF from招商 (516230)** has multiple weights and constituent stocks:**** 隆基绿能, 协鑫集成, 阿特斯, and 东方日升 are all currently qualified for this bidding.**

Industry analysts believe that this year marks the beginning of a new five-year period, and energy, as the lifeblood and cornerstone of the national economy, has policy directions that not only relate to industrial structure adjustments but also impact the overall national development. The past new energy industry faced challenges of severe overcapacity and significant losses; however, with policy empowerment and support from leading state-owned enterprises, the entire industry has gained greater confidence in development. The super procurement order from China Power Construction indicates that the new energy bidding market in 2026 is expected to be vibrant and continue to see substantial orders.

Under the dual main lines of industrial chain cycle repair and technological upgrades, the photovoltaic ETF from招商 (516230)** covers the complete industrial chain from**** inverters, silicon materials, equipment to battery modules, and it**** may welcome a value**** reassessment**.

Data shows that this ETF tracks the CSI Photovoltaic Industry Index, with the top ten including leading companies such as 特变电工, 隆基绿能, 罗博特科, 迈为股份, 阳光电源, and TCL****科技, which are expected to fully benefit from the global commercial space race and the trends of de-involution and energy technology transformation.

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