碳中和50ETF（159861）涨超2.1%，硅料价格走强或提振光伏盈利预期

Group 1 - The photovoltaic industry is influenced by policies, with a positive feedback mechanism formed by "dual carbon" goals, consumption, electricity prices, and installed capacity. If electricity consumption growth exceeds 5%, installed capacity in the photovoltaic sector is expected to surpass 200 GW by 2026 [1] - In the wind power sector, the "anti-involution" policy is expected to drive industry rotation, improving profitability in the complete machine segment by 2026. The core drivers include the large-scale of units and cost reduction of components, with wind power development potentially recovering due to the advantages of output curves [1] - In the energy storage field, the Gansu capacity electricity price policy offsets the impact of the cancellation of leasing fees. Domestic bidding remains robust, and overseas demand is strong, with the construction of the electricity market expected to enhance mid-term profitability [1] Group 2 - The Carbon Neutrality 50 ETF (159861) tracks the Environmental Protection 50 Index (930614), which selects 50 listed companies from the Shanghai and Shenzhen markets involved in clean energy, environmental technology, and services. This index reflects the overall performance of listed companies in China's environmental protection industry [1] - Investors without stock accounts can consider the Guotai CSI Environmental Industry 50 ETF Connect A (012503) and Guotai CSI Environmental Industry 50 ETF Connect C (012504) [1]