“反内卷”政策催化光伏板块估值修复，光伏ETF（515790）最新规模突破百亿关口达111.57亿元

Group 1 - The recent "anti-involution" policy has catalyzed a strong rebound in the photovoltaic sector, with a focus on reducing excessive production capacity and improving product quality [1] - Major domestic photovoltaic glass companies plan to collectively reduce production by 30% starting in July, which is expected to alleviate supply surplus and drive price recovery [1] - The first photovoltaic ETF (515790) has gained significant market attention, with a net inflow of 1.458 billion yuan since June 27, marking it as the only photovoltaic-themed ETF with over 200 million yuan inflow during the same period [1][2] Group 2 - The photovoltaic ETF (515790) closely tracks the CSI Photovoltaic Industry Index, which includes representative companies from the photovoltaic industry chain, providing a robust tool for investors to allocate resources to leading firms [2] - As the only hundred-billion-level product in the market, the photovoltaic ETF (515790) has notable scale and liquidity advantages, positioning it well for potential valuation recovery following a prolonged adjustment period [2]