A domestic core photovoltaic technology company wins the bid for Tesla's second-phase photovoltaic project, and the Fortune Wisdom Energy ETF (588960) rises by 3.12% intraday.

Today, the new energy sector is clearly active, with sectors such as BC batteries, TOPCon batteries, and lithium batteries leading the gains. As of the time of this release, the CSI Innovation Energy ETF from Fullgoal (588960) is up 3.12%. Among them, the constituent stock Laplace 20cm for the CSI Innovation Energy ETF from Fullgoal hit the daily limit, while Gaoce shares are up more than 7%.

On the news front, Laplace, a provider of core manufacturing process equipment and solutions for domestic photovoltaic cell production, recently won the bid for the second phase of Tesla’s photovoltaic project. The order scale is nearly 10 billion yuan. Earlier, the market had already reported that Tesla plans to purchase photovoltaic manufacturing equipment from China totaling US$2.9 billion. According to the earnings express report, in 2025, Laplace recorded revenue of 5.45 billion yuan, with a parent-attributable net profit of 612 million yuan. (The list of individual constituent stocks is provided only for illustration and does not constitute any investment action or advice; it may be adjusted in line with index compilation arrangements and market conditions.)

Also, according to the latest data from the China Association of Automobile Manufacturers, in January–February 2026, China’s automobile exports maintained a strong growth momentum. Cumulative exports reached 1.352 million vehicles, a sharp year-over-year increase of 48.4%. New energy vehicles are particularly outstanding: exports in the first two months were 583,000 vehicles, up 1.1 times year over year, accounting for more than 40% of total exports, becoming a core driver for the growth in automobile exports.

The CSI Innovation Energy ETF from Fullgoal (588960) closely tracks the SSE STAR Market New Energy Index (000692.SH). Its single-day trading range can reach as much as 20%. Constituents are selected from the STAR Market, with 50 securities from listed companies in areas such as photovoltaics, wind power, and new energy vehicles with larger market caps used as index samples. This reflects the overall performance of representative companies in the new energy industry within the STAR Market. Off-exchange investors can also consider its index-linked fund (Class A 023851, Class C 023852).

Daily Economic News

(责任编辑：董萍萍 ）

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