光伏ETF基金(516180)逆市涨近1%，机构：电力设备及新能源底部已铸就，上涨需等待积极变化出现

Core Viewpoint - The performance of various indices related to the photovoltaic, new energy vehicle, automotive parts, and new materials sectors shows mixed results, with some stocks experiencing significant gains while others face declines. The overall market sentiment indicates a cautious outlook, with potential for positive changes in the second half of the year if certain conditions are met. Group 1: Photovoltaic Industry - The China Securities Photovoltaic Industry Index (931151) rose by 0.19%, with notable gains from component stocks such as Shangneng Electric (300827) up 10.20% and Sunshine Power (300274) up 3.31% [1] - The Photovoltaic ETF (516180) saw an intraday increase of nearly 1%, with a latest price of 0.53 yuan, and a cumulative increase of 0.95% over the past two weeks [1] Group 2: New Energy Vehicle Industry - The China Securities New Energy Vehicle Industry Index (930997) fell by 0.76%, with mixed performance among component stocks; Guoxuan High-Tech (002074) led with a 0.80% increase while Ruifeng New Materials (301238) dropped by 3.85% [1] - The New Energy Vehicle ETF (515700) decreased by 0.63%, with a latest price of 1.59 yuan, and a cumulative increase of 0.50% over the past two weeks [1][2] - The New Energy Vehicle ETF had a trading volume of 553.18 million yuan, with a latest scale of 2.187 billion yuan, ranking in the top half of comparable funds [2] Group 3: Automotive Parts Industry - The China Securities Automotive Parts Theme Index (931230) declined by 0.23%, with Huamao Technology (603306) gaining 6.09% while Yingli Automotive (601279) fell by 4.57% [4] - The Automotive Parts ETF (159306) decreased by 0.18%, with a latest price of 1.08 yuan, and a cumulative increase of 1.88% over the past six months [4] - The Automotive Parts ETF saw a significant growth in scale, increasing by 2.72 million yuan over the past two weeks, ranking in the top quarter of comparable funds [4] Group 4: New Materials Industry - The China Securities New Materials Theme Index (H30597) fell by 0.35%, with mixed performance among component stocks; Zhongbing Hongjian (000519) rose by 2.17% while Hunan Yuno (301358) dropped by 3.11% [7] - The New Materials ETF Index Fund (516890) showed a tight balance between buyers and sellers, with a latest price of 0.49 yuan [7][9] - The New Materials Theme Index includes 50 companies involved in advanced steel, non-ferrous metals, chemicals, and other strategic materials, with the top ten stocks accounting for 52.54% of the index [9]