NewTimeSpace News: On February 5, 2026, a major industry conference titled "Solar PV Industry 2025 Development Review and 2026 Outlook Seminar" was held in Beijing. The meeting sent a clear signal that the solar PV industry will focus on "anti-involution" in 2026, while domestic installation growth is expected to moderate.

On February 6, 2025, the solar PV sector moved higher against the market trend today. As of 11:01, Csop Huatai-Pinebridge Csi Photovoltaic Industry ETF (03134.HK) rose nearly 1.5% in early trading.

Csop Huatai-Pinebridge Csi Photovoltaic Industry ETF (03134.HK) tracks the photovoltaic industry index. The CSI Photovoltaic Industry Index selects up to 50 most representative listed company securities from among listed companies whose main business involves the upstream, midstream, and downstream of the photovoltaic industry chain as index samples to reflect the overall performance of photovoltaic industry listed company securities.

Sinolink Securities believes that Musk has directed intense attention toward the entire solar PV sector. Beyond the core driving force of guidance on planned capacity scale and achievement timelines that significantly exceeded expectations, the "early balance sheet clearance" shown in some PV companies' performance forecasts will also become a driving force for further upward movement in sector stock prices. The firm is optimistic that sector performance will be reborn in 2026.

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