光伏行业协会澄清涉多晶硅传闻，光伏50ETF（516880）小幅上涨，机构：板块估值修复空间大

Core Viewpoint - The photovoltaic industry in China is experiencing mixed performance, with recent clarifications from the China Photovoltaic Industry Association addressing rumors about industry competition and consolidation efforts in the polysilicon sector [3]. Group 1: Market Performance - On July 30, the A-share market showed mixed results, with the China Securities Photovoltaic Industry Index down by 0.14%. Notable stocks such as Foster and others like Hongyuan Green Energy, Tongwei Co., and JinkoSolar saw gains [1]. - The Photovoltaic 50 ETF (516880) rose by 0.16% with a premium trading rate of 0.16%, attracting nearly 50 million yuan in net inflows over the previous day, marking seven consecutive days of net inflows totaling over 150 million yuan [2]. Group 2: Industry Developments - The China Photovoltaic Industry Association issued a clarification regarding rumors of "anti-involution" in the industry, emphasizing that the information circulating was inaccurate and urging stakeholders to rely on official communications [3]. - The association's statement may relate to market rumors about the consolidation of polysilicon production capacity involving several companies, including Xinyi, South Glass, and others. Industry insiders noted that the progress of these consolidation efforts depends on negotiations and the need for companies to reduce inventory levels [3]. - According to Galaxy Securities, the long-term outlook for the photovoltaic sector remains stable, although short-term supply-demand imbalances and ongoing losses are challenges. The sector is identified as a key area for "anti-involution" policies, with potential for valuation recovery through policy support or technological advancements [3].