光伏产业链涨价潮催化板块升温！光伏ETF（515790）成交连日放量

Group 1 - The core viewpoint of the articles highlights the rebound in the photovoltaic industry chain prices, driven by the deepening of "anti-involution competition" measures, leading to renewed interest in photovoltaic ETFs [1][2] - The photovoltaic ETF (515790) has seen significant trading volume, with a 24% and 21% increase in trading value over two consecutive days, and an average daily trading value of 815 million yuan since July [1][2] - The ETF has attracted a total net inflow of 2.39 billion yuan over 10 out of 13 trading days in July, with its share surpassing 18.23 billion, marking a historical high [1][2] Group 2 - Recent data from Jibang Consulting indicates that prices for silicon materials, silicon wafers, and battery cells have all increased, with silicon wafer prices seeing the highest rise of 15% [2] - CITIC Securities suggests that the measures to curb involution competition aim to guide companies towards healthy competition and sustainable innovation, indicating a potential shift from price competition to technological competition in the photovoltaic industry [2] - The photovoltaic ETF (515790) tracks an index covering the entire photovoltaic industry, selecting up to 50 representative companies, with top holdings including leading firms such as Sungrow Power Supply, LONGi Green Energy, and TCL Technology [2][3] Group 3 - The photovoltaic ETF (515790) is the only product in the A-share market with a scale exceeding 10 billion yuan, characterized by large scale and superior liquidity, with over 220,000 investors holding it [3] - Established on December 7, 2020, the ETF was the first in the photovoltaic sector to be included in margin trading and was also among the first to be included in the Shanghai-Hong Kong Stock Connect in July 2022 [3] - The improving competitive environment in the photovoltaic industry positions the ETF and its associated funds as key tools for capitalizing on high-quality development opportunities in the sector [3]