At the opening of the market today, the PV index rose sharply by 1.75%, and continued to fluctuate in the intraday period. In terms of constituent stocks, Follett rose more than 6%; Autoway, Deye, and Shangneng Electric rose more than 5%; and Sunshine Power rose more than 4%.
According to foreign media reports, ChatGPT may consume more than 500,000 kilowatt-hours of electricity every day in response to about 200 million requests from users. Meanwhile, the average American household uses about 29 kilowatt-hours of electricity per day, and ChatGPT uses more than 17,000 times the daily electricity consumption of a household. Hwang In-hoon, founder and CEO of chip leader Nvidia, and Sam Ultrman, founder of OpenAL, both proposed that the future development of artificial intelligence is closely related to new energy sources and energy storage, especially advances in photovoltaics and energy storage technology. Meanwhile, on March 10, Morgan Stanley released a report to raise the rating of Chinese battery giant CATL (CATL). It opened on March 11, and the new energy sector surged across the board. Driven by multiple positive news, the PV industry chain has strengthened across the board.
The 2024 government work report mentioned that the construction of large-scale wind power photovoltaic bases and delivery channels will be strengthened this year, and promoting a high level of consumption of new energy is expected to become a key driving direction this year. At present, prices in the photovoltaic industry chain are gradually stabilizing, and excess production capacity on the supply side is expected to be gradually cleared. The PV industry index is currently valued at a historical level of 5.32%, lower than the historical 94% period. Currently, it is a cost-effective time suitable for deploying photovoltaics. Investors who need to lay out the photovoltaic industry can pay attention to the PV ETF (159857). Markets are risky, and investments need to be cautious.