Sou Hu Cai Jing·2025-07-14 02:35Group 1: Market Performance - The New Energy ETF had an intraday turnover of 1.01%, with a transaction volume of 9.0851 million yuan, and an average daily transaction volume of 37.0205 million yuan over the past week [2] - The New Energy ETF's scale increased by 12.4556 million yuan over the past week, indicating significant growth, with the latest margin buying amount reaching 1.0275 million yuan and the latest margin balance at 24.7413 million yuan [2] - The net value of the New Energy ETF rose by 7.78% over the past six months, with the highest monthly return since inception being 25.07% and the longest consecutive monthly increase lasting for two months with a total increase of 38.44% [2] Group 2: Stock Performance - The top ten weighted stocks in the China Securities New Energy Index as of June 30, 2025, include CATL, Sungrow, LONGi Green Energy, China Nuclear Power, Three Gorges Energy, TBEA, EVE Energy, Huayou Cobalt, Tongwei, and Ganfeng Lithium, collectively accounting for 42.81% of the index [5] - Notable stock performances include CATL down by 1.86%, Sungrow down by 2.59%, LONGi Green Energy down by 0.49%, while China Nuclear Power and TBEA saw increases of 1.39% and 1.31% respectively [4] Group 3: Industry Insights - The Ministry of Industry and Information Technology recently emphasized the need to regulate low-price disorderly competition in the photovoltaic industry, guiding companies to enhance product quality and promote the orderly exit of backward production capacity [4] - CICC believes that the "anti-involution" policy is expected to improve profitability and market performance, particularly in industries like steel, cement, new energy vehicles, and lithium batteries, where supply-side clearing is already substantial [5]