Production scheduling warms up, the space photovoltaic industry chain welcomes recovery opportunities, low-cost photovoltaic ETF Huaxia rises 1.92%

As of 10:08 on May 11, 2026, the Huaxia Photovoltaic ETF (515370) increased by 1.92%, with the latest price at 1.064 yuan. In terms of constituent stocks, some rose while others fell, with JunDa Shares hitting the 10% daily limit, Laplace rising by 7.85%, and Maiwei Shares up by 6.69%; Robotech led the decline with a 1.91% drop, and Shouhang New Energy decreased by 0.81%.

Regarding liquidity, the Huaxia Photovoltaic ETF (515370) had a turnover rate of 1.60% during the trading session, with a transaction volume of 21.74 million yuan. Looking at a longer period, as of May 8, the Huaxia Photovoltaic ETF (515370) averaged about 41.89 million yuan in daily transactions over the past week.

On the news front, on May 9, the second Aerospace Information Technology Conference was held, where research institutes, universities, and commercial space enterprises jointly built the “Space Cloud” space-based information service system. Coupled with the upcoming dense satellite launch window in mid-2026, market expectations for increased orders from upstream and downstream companies in the space photovoltaic industry chain are expected to recover. Additionally, according to latest estimates by InfoLink, in May, silicon materials/solar wafers/solar cells/modules produced 94k tons (48-49 GW)/51/48/43 GW, representing a month-on-month increase of 3.1%/4.8%/4.2%/6.5%, with all segments slightly upwardly revised compared to the previous forecast (April 7). Production schedules for all segments of the photovoltaic main chain in May have been increased, with an estimated module production of about 43 GW, up 7% month-on-month.

Ping An Securities pointed out that the global energy transition trend is irreversible. With domestic anti-involution policies implemented and overseas high demand continuing, the photovoltaic industry is currently at a critical stage of “bottoming out of the cycle and industrial upgrading and transformation.” The entire industry chain shows a recovery and positive trend, with sustained growth momentum.

The Huaxia Photovoltaic ETF (515370) and its associated funds (Class A: 012885 / Class C: 012886) closely track the CSI Photovoltaic Industry Index, covering high-quality companies across the upstream, midstream, and downstream segments of the photovoltaic industry chain. The portfolio includes silicon materials, wafers, solar cells, modules, photovoltaic glass, inverters, mounting systems, cables, and photovoltaic power stations, accurately reflecting the overall development trend and market performance of the photovoltaic industry. The product offers significant fee advantages, with an annual management fee of 0.4% and an annual custody fee of 0.1%, which are relatively low among similar index funds, providing high investment value.

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