Sou Hu Cai Jing·2025-07-08 03:50Core Viewpoint - The photovoltaic sector is experiencing a significant rebound, with the leading photovoltaic ETF (516290) surging over 4% in trading volume, indicating a potential bottom reversal in the market [1] Group 1: Market Performance - The photovoltaic leading ETF (516290) saw a price increase of 4.47%, reaching 0.444, with a trading volume of 3,842 million [1] - Major component stocks of the ETF, such as Daqo New Energy, Tongwei Co., and Sungrow Power Supply, reported substantial gains, with Daqo New Energy rising over 14% and Tongwei Co. hitting the daily limit [1] Group 2: Industry Insights - In May, the newly installed capacity for photovoltaic systems reached 93 GW, marking a year-on-year increase of 388%, with a historical high of nearly 100 GW in new installations driven by a rush to install [2] - The photovoltaic industry is addressing supply-side excess, with expectations for specific measures to be implemented, which could benefit segments like silicon materials and BC battery efficiency improvements [3] Group 3: Future Outlook - The photovoltaic sector is anticipated to undergo a fundamental recovery, with positive sentiment expected to shift as new technologies and government initiatives promote market clearing [4] - The photovoltaic leading ETF (516290) is highlighted as a low-fee option in the market, with management and custody fees significantly lower than the industry average [4]