The anti-price-war drive in solar continues to gain traction: Csop Huatai-Pinebridge Csi Photovoltaic Industry Etf (03134.HK) opens up more than 4%.

NewTimeSpace News – 21 January: The authorities held the 2025 press briefing on the Top-10 Typical Cases of Curbing Cut-throat Competition, singling out solar PV as a priority sector and pledging to shift rivalry from price-slashing to innovation-driven growth.

The sector cheered the signal: PV names opened sharply higher. As of 09:38 on 22 January, Csop Huatai-Pinebridge Csi Photovoltaic Industry Etf (03134.HK) was up more than 4% intraday and has gained over 50% in the past year.

The tracker follows the CSI PV Industry Index, which selects up to 50 representative listed companies across the entire polysilicon-to-module chain to mirror the segment’s overall performance.

Citing China Securities Journal, the country’s commercial-space boom—highlighted by reusable-launcher breakthroughs and large-scale constellation roll-outs—is now spilling over to the nascent “space-based solar power” niche.

On the cost side, Infolink data show BC-module prices rising 2.6% for utility-scale and 3.9% for C&I projects as of 1 January. By 7 January, double-glass TOPCon modules had reached RMB 0.70/W, up 0.3% week-on-week and 1% month-on-month.

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