China’s solar-cell output rose 7.6% YoY; Global X China Clean Energy Etf (02809.HK) jumped more than 3%.
NewTimeSpace— Jan 19: With State Grid’s looming RMB 4 trn capex bomb ticking, Global X China Clean Energy (02809.HK) bucked the weak tape at 10:27 a.m., up >2% and +40% over the past six months.
HKEX data show the ETF—managed by Mirae Asset Global Investments (HK)—tracks the Solactive China Clean Energy Index NTR, a one-click basket of 35 A-share clean-energy leaders worth ~RMB 2.6 trn in aggregate. The index spans solar, wind, hydro, nuclear, storage, inverters and grid gear, and applies a “pure-play + liquidity” dual screen: constituents must sit in FactSet’s Level-6 clean-energy sub-sector, post ≥HKD 20 m average daily turnover over six months, and carry no heavy leverage or polluting assets. Latest filings put the top-10 names—North Huachang, Yangtze Power, Sungrow, Sieyuan, LONGi, etc.—at ~60% combined weight.
NBS figures released the same morning show December 2025 solar-cell output at 74.44 GW, up 0.95 GW month-on-month (+1.3%) but 9.7% below the year-ago level. Full-year 2025 production still rose 7.6% to a record 832.7 GW.
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