Distributed photovoltaic delivers a major positive development, the Huaxia Photovoltaic ETF (515370) is up 0.64%!

As of April 7, 2026 at 10:04, the Huaxia Solar PV ETF (515370) is up 0.64%, with the latest quote at 0.942 yuan. In terms of component stocks, more are rising than falling: 43 component stocks are in the green. Among them, Quartz Technologies hits the daily limit; Hongyuan Green Energy is up 5.05%; and GCL Integration is up 3.8%. Only a few stocks see slight pullbacks. Luzhou Technology is leading the declines, down 0.69%; Lappas is down 0.60%; and Longi Green Energy is down 0.24%.

On liquidity, the Huaxia Solar PV ETF (515370) saw an intraday turnover rate of 1.43%, with trading volume of 18.33 million yuan. Looking over a longer period, as of April 3, the Huaxia Solar PV ETF (515370) had an average daily trading volume of about 47.82 million yuan over the past week.

In terms of news, recently, the 《Virtual Power Plant Technical Guidelines (GB/T47241-2026)》 were released. The new national standard will begin implementation on September 1, 2026. It is expected to bring a “historic transformation” to distributed solar PV. For the first time, the new national standard clearly defines new business entities, bringing distributed solar PV, energy storage, and other categories into the scope of power market participants. It allows them to participate in power spot market trading in the form of “quantity reporting and pricing,” strongly promoting the industry’s upgrade from traditional self-consumption models to market-based trading models. At the same time, before and around the release of the new national standard, multiple provinces including Guangdong and Shandong have rolled out virtual power development plans, and industrial development has formally entered an accelerated rollout stage.

CITIC Futures believes that entering the second quarter of 2026, the solar PV sector is expected to benefit from the advancement of domestic distributed solar PV market-based support policies, the release of component production capacity, and the seasonal upswing in overseas demand, with installation growth likely to bottom out and rebound. The wind power sector, meanwhile, is seeing a concentrated grid connection window for offshore wind projects. Coastal provinces are accelerating the implementation of offshore wind power planning. The further scaling up of wind turbines amplifies copper consumption per unit of installed capacity, and the year-over-year growth rate of installed wind power capacity is expected to steadily recover.

The Huaxia Solar PV ETF (515370) and its feeder fund (Class A: 012885 / Class C: 012886) closely track the CSI Solar PV Industry Index, comprehensively covering high-quality companies across the solar PV industry chain from upstream, midstream to downstream. The fund’s portfolio covers key areas including polysilicon, silicon wafers, solar cells, solar cell modules, solar glass, inverters, solar PV mounting structures, cables, and solar power stations, among others. It can accurately reflect the overall development trends and market performance of the solar PV industry. This product has a clear fee advantage: an annual management fee rate of 0.4% and an annual custody fee rate of 0.1%, which is at a relatively low level among similar index funds, making its investment value particularly prominent.

Daily Economic News