光伏50ETF（159864）涨超1.2%，固态电池突破与光伏政策提振板块表现

Group 1 - The core viewpoint of the article highlights that the photovoltaic industry is showing signs of "anti-involution," with prices in the supply chain expected to rise again. The price of silicon materials continues to increase, while silicon wafer prices have stabilized, leading to a more positive market sentiment due to the rise in silicon material prices [1] - Experts from the China Photovoltaic Industry Association suggest that companies need to enhance their competitiveness through technological differentiation, brand differentiation, and innovation in systems and mechanisms, returning to the essence of business to avoid homogenization and short-term scale expansion [1] - In the power equipment sector, the State Grid's bidding amount for the third round of transformer equipment in 2025 reached 21.189 billion yuan, with a 23.79% share for combined electrical appliances, and power cables and transformers accounting for 4.273 billion yuan and 4.260 billion yuan respectively [1] Group 2 - The photovoltaic 50 ETF tracks the photovoltaic industry index, which is compiled by China Securities Index Co., Ltd. This index selects listed companies involved in the upstream and downstream of the photovoltaic industry chain from the A-share market, including silicon materials, silicon wafers, battery cells, modules, and photovoltaic equipment [1] - The index comprehensively reflects the overall performance of listed companies in the Chinese photovoltaic industry, characterized by high industry concentration and outstanding growth potential [1] - Investors without stock accounts can consider the Guotai CSI Photovoltaic Industry ETF Initiated Link A (013601) and Guotai CSI Photovoltaic Industry ETF Initiated Link C (013602) [1]