From Earth's deserts and barren lands to near-Earth orbit, solar panels are harvesting energy on an unprecedented scale. The photovoltaic industry is simultaneously experiencing both the certainty of market demand driven by massive grid investments and technological upgrade opportunities arising from the space race. The currently available FG Photovoltaic ETF (Subscription Code: 560233, Trading Code: 560230) offers investors a more convenient instrument to participate in the industry's development.
The dual driving forces of 4 trillion yuan in grid investment and the space race are creating powerful momentum. After decades of rapid development, the core challenge facing the photovoltaic industry has shifted from "manufacturing capability" to "utilization efficiency."
The State Grid's recently announced 4 trillion yuan investment plan for the "15th Five-Year Plan" period presents a systematic solution to this critical bottleneck. According to the State Grid's blueprint, this grid upgrade focuses on two key aspects: accelerating ultra-high voltage transmission channels to deliver green power directly from western renewable energy bases to eastern load centers, while simultaneously advancing distribution network construction in urban, rural, and remote areas to address new energy consumption constraints. This investment aligns with national carbon reduction commitments, prioritizing the development of new power systems to support the annual addition of 200 million kilowatts in renewable energy capacity, providing clear quantitative targets for photovoltaic industry growth over the next five years.
If grid investment solidifies the ground foundation, the space race opens up cosmic opportunities, creating new demand spaces for photovoltaics. The construction of large-scale low-Earth orbit satellite constellations and future space data centers will inevitably require highly efficient and reliable solar power solutions, making "space photovoltaics" an essential development.
Space applications impose higher requirements for photovoltaic products regarding conversion efficiency, lightweight design, and reliability, steering industry R&D toward technologies like perovskite. Perovskite tandem cell technology theoretically achieves up to 40% efficiency, with recent R&D progress exceeding 30% - surpassing the 29.4% theoretical limit of traditional crystalline silicon cells. Currently in the critical transition phase from trial to mass production, perovskite technology promises significant cost reductions and efficiency improvements, with industry leaders positioned to benefit most substantially due to their market, technical, and scale advantages.
Convenient index investment tools now enable investors to capture photovoltaic industry opportunities effectively. Facing the new landscape where industry certainty intersects with growth potential, using index-based instruments for one-click exposure to leading companies represents a rational approach to risk diversification and trend capture. The FG Photovoltaic ETF (Subscription Code: 560233, Trading Code: 560230) tracks the CSI Photovoltaic Industry Index, comprehensively covering the entire industrial chain from upstream silicon materials and wafers to midstream cells and modules, through downstream power stations. Its top ten constituents include industry leaders like TBEA, LONGi Green Energy, and Sungrow Power Supply across various segments.
Through photovoltaic industry index allocation, investors gain diversified exposure to quality photovoltaic enterprises, including both established leaders benefiting directly from the 4 trillion yuan grid investment-driven demand expansion, and technological pioneers continuously investing in next-generation technologies like perovskite that may lead the industry's future development, facilitating convenient participation in the sector's overall growth momentum.
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