Lighter than paper! my country's scientific research team successfully developed a solar-powered micro drone. Photovoltaic ETF Ping An (516180) rose more than 1% during the session.

September 06, 2024

As of 09:56 on July 22, 2024, the photovoltaic ETF Ping An (516180) rose by 1.05%, hitting a three-day rise. The latest price was 0.58 yuan, and the intraday trading volume continued to expand. The new energy vehicle ETF (515700) was in a stalemate, with the latest price of 1.32 yuan, and the intraday trading volume has reached 13.7967 million yuan.

As of 09:56 on July 22, 2024, the photovoltaic ETF Ping An (516180) rose by 1.05%, hitting a three-day rally. The latest price was 0.58 yuan, and the intraday turnover continued to expand. The tracking index CSI Photovoltaic Industry Index (931151) rose by 0.84%, and the constituent stock Deye Shares (605117) rose by 4.00%, Jinlang Technology (300763) rose by 3.23%, Linyang Energy (601222) rose by 3.00%, Sungrow Power Supply (300274) rose by 2.78%, and GoodWe (688390) rose by 2.75%.

The long and short positions of the new energy vehicle ETF (515700) are in a stalemate, with the latest price of 1.32 yuan, and the intraday turnover has reached 13.7967 million yuan. The index components tracked by the index rose and fell, with Yihuatong (688339) leading the way with a 1.35% increase, Shengxin Lithium Energy (002240) up 1.29%, and Hangke Technology (688006) up 1.17%. In terms of scale, the scale of the new energy vehicle ETF has increased by 50.4356 million yuan in the past week, achieving significant growth, and the newly added scale ranks first among comparable funds.

From the perspective of valuation, the latest price-earnings ratio (PE-TTM) of the CSI Photovoltaic Industry Index tracked by Ping An Photovoltaic ETF is only 15.4 times, which is at the 17.51% percentile in the past five years, that is, the valuation is lower than the time of more than 82.49% in the past five years, which is at a historical low.

On the news front, the research team of Beijing University of Aeronautics and Astronautics recently independently developed the world's lightest and smallest solar-driven micro-aircraft to date - the electrostatic aircraft. It is understood that it has a wingspan of 20cm and weighs 4.21g. It uses a new type of micro-electrostatic motor as the engine core, which can realize energy takeoff and long-term continuous flight under pure natural sunlight conditions. This research result will greatly increase the flight time of micro-aircraft in the future and expand its application scope.

According to reports from relevant institutions, the global ultra-micro UAV market is expected to reach US$1.34 billion in 2030, with a CAGR of 10.7% in the next few years.

Zheshang Securities believes that the industrial chain upgrade and policy catalysis drive the vigorous development of the civil UAV industry, and it is recommended to pay attention to the five main lines of complete machines, parts, materials, operation services, and new infrastructure.

BOC Securities pointed out that my country's photovoltaic installed capacity will reach 102GW in the first half of 2024, a year-on-year increase of 31%, and the annual installed capacity growth is worry-free. It is recommended to prioritize the allocation of industry segments with better industry structure and more obvious cost advantages. In terms of new energy vehicles, the agency expects that the pressure of material price reduction in the second half of the year is expected to ease, and profits are expected to be restored.

Photovoltaic ETF Ping An (516180), New Energy Vehicle ETF (515700), and New Materials ETF Ping An (516890) help seize investment opportunities in related industries.

New Energy Vehicle ETF (515700) closely tracks the CSI New Energy Vehicle Industry Index. The CSI New Energy Vehicle Industry Index selects 50 listed companies whose businesses involve new energy vehicles, motors and electronic controls, Lithium Battery equipment, Battery cells, battery materials and other new energy vehicle industries as index samples, reflecting the overall performance of the leading listed companies in the new energy vehicle industry.

Data shows that as of June 28, 2024, the top ten weighted stocks of the CSI New Energy Vehicle Industry Index (930997) are BYD (002594), CATL (300750), Inovance (300124), EVE Energy (300014), Sanhua Intelligent Control (002050), GEM (002340), Ganfeng Lithium (002460), Tianqi Lithium (002466), Huayou Cobalt (603799), and Hongfa Group (600885). The top ten weighted stocks account for a total of 56.24%.

Photovoltaic ETF Ping An (516180) closely tracks the CSI Photovoltaic Industry Index. The CSI Photovoltaic Industry Index selects no more than 50 of the most representative listed securities from listed companies whose main businesses involve the upstream, midstream and downstream of the photovoltaic industry chain as index samples to reflect the overall performance of listed securities in the photovoltaic industry.

Data shows that as of June 28, 2024, the top ten weighted stocks of the CSI Photovoltaic Industry Index (931151) are TCL Technology (000100), Sungrow Power Supply (300274), LONGi Green Energy (601012), TBEA (600089), Tongwei Co., Ltd. (600438), JinkoSolar (688223), TCL Zhonghuan (002129), JA Solar (002459), Chint Electric (601877), and Jingsheng Electromechanical (300316). The top ten weighted stocks account for a total of 59.03%.

Ping An (516890), the new materials ETF, closely tracks the CSI New Materials Thematic Index. The CSI New Materials Thematic Index selects 50 listed securities in the new materials field such as advanced steel, non-ferrous metals, chemicals, inorganic non-metallic materials, and key strategic materials as index samples to reflect the overall performance of listed securities in the new materials theme.

Data shows that as of June 28, 2024, the top ten weighted stocks of the CSI New Materials Thematic Index (H30597) are CATL (300750), Wanhua Chemical (600309), North Huachuang (002371), Longi Green Energy (601012), Tongwei Co., Ltd. (600438), Sanan Optoelectronics (600703), Sanhuan Group (300408), Baofeng Energy (600989), GEM (002340), and Huayou Cobalt (603799). The top ten weighted stocks account for a total of 54.19%.

Author:

Ms. Rina Huang

E-mail:

haoxuantech1@gmail.com

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18036007855