光伏供给侧改革关键期，深市规模最大的光伏ETF（159857）近5日已“吸金”超1.2亿元，居深市同标的第一

Group 1: Market Performance - As of July 4, the photovoltaic ETF (159857) experienced a decline of 0.51%, with a trading volume exceeding 1 billion yuan and a turnover rate of over 4% [1] - The ETF's latest share count reached 3.942 billion shares as of July 3, marking a year-to-date increase of 32.51% [1] - Over the past five trading days, the ETF saw a net inflow of over 120 million yuan, leading among similar products in the Shenzhen market [1] Group 2: Industry Developments - The Ministry of Industry and Information Technology held a meeting on July 3 to discuss accelerating high-quality development in the photovoltaic industry, emphasizing the need to address low-price competition and promote product quality [2] - The 18th International Solar Photovoltaic and Smart Energy Conference recently highlighted key themes such as "capacity clearing," "industry integration," and "innovation breakthroughs," indicating a significant period for supply-side reform in the photovoltaic sector [2] - Future policies may include stricter regulations on upstream sectors like polysilicon and industrial silicon, as well as higher efficiency requirements for downstream battery and component sectors [2] Group 3: Industry Outlook - China Galaxy Securities suggests that a combination of policy, industry self-discipline, and production cuts will drive supply-side reform, positioning the photovoltaic sector as a model for achieving high-quality development [3]