The space photovoltaic concept surged during trading, with the photovoltaic ETF E Fund repeatedly active, rising over 2%. The photovoltaic industry is迎来 a value transformation opportunity.

As of March 20, 2026 at 10:58, the CSI Solar Power Industry Index (931151) is showing strong gains of 2.44%. The E Fund Solar Power ETF (562970) is up 2.29%, with an intraday turnover rate of 2.26%, and trading volume of 1684.83 million yuan.

As of March 19, the E Fund Solar Power ETF (562970) has seen its assets grow by 593 million yuan over the past year, and its fund shares have increased by 16.00 million shares over the past week, achieving significant growth.

In terms of capital flows, over the past five trading days, the E Fund Solar Power ETF (562970) has recorded net inflows on four days, totaling “absorbed” 3151.93 million yuan.

On the news front: Local time on March 16, at the GTC Developers Conference, NVIDIA announced the launch of the VeraRubinSpace-1 space computing platform, officially moving forward with AI data centers in orbit, ushering in a new era of space computing power. Space-based solar power is not affected by day/night cycles or weather; it has strong illumination intensity and an energy density far beyond that on the ground. It has become the most core energy solution for space computing power, opening up a new long-term battlefront in outer space for the solar power industry.

CITIC Securities noted that 2026 is a key year for tough efforts in solar industry governance, and that tackling “involution” within the industry is a policy focus. The Solar Industry Association expects that the market for new installations in 2026 will experience a short-term pullback before steadily rebounding, with the industry undergoing a full-scale transition from scale expansion to value-based competition. Solar industry valuations are still at a historically relatively low level. It suggests focusing on leading companies in perovskite solar cells/silicon-perovskite tandem cells, energy storage inverters, and integrated module manufacturers.

The E Fund Solar Power ETF (562970, feeder fund A/C: 017646/017647) tracks the CSI Solar Power Industry Index. It focuses on leading companies across the full solar power value chain. The industry purity is high, and it benefits deeply from this “anti-involution” theme—making it a core target for capturing the expected earnings recovery behind “anti-involution.”