碳中和50ETF（159861）涨超1.5%，风电行业盈利修复预期提振市场情绪

Group 1 - The Carbon Neutral 50 ETF (159861) rose over 1.5% [1] - As of the end of May, the national solar power installed capacity reached 1.08 billion kilowatts, a year-on-year increase of 56.9% [1] - Investment in grid projects increased by 19.8% year-on-year [1] Group 2 - The China Photovoltaic Industry Association announced plans to reduce production by 10% to 15% in the third quarter to optimize supply structure, focusing on technological iterations in silicon materials and battery cells [1] - Wind turbine prices in the wind power industry continue to rise, with prices for onshore wind turbines expected to increase by 5% to 8% by 2025 compared to March [1] - Domestic wind power installations in April saw a year-on-year increase of 299%, with offshore wind projects entering a peak delivery season [1] Group 3 - The market is currently in a stage of supply-demand rebalancing, with the overall industry maintaining a "recommended" rating [1] - The photovoltaic industry is experiencing a cautious terminal demand sentiment, with a sharp decline in distributed orders and a continued downward trend in component prices [1] - New technologies, such as copper paste and other cheap metal substitutes, are gaining attention, and the SNEC exhibition has led to a recovery in distributed inquiries [1]