Group 1 - The A-share market showed mixed performance on July 31, with the ChiNext New Energy ETF Huaxia (159368) experiencing slight adjustments, while stocks like Zhenyu Technology led the gains [1] - The "anti-involution" trend in the photovoltaic industry is deepening, starting from the upstream silicon material prices, which have risen significantly from 35 yuan/kg at the beginning of the month to approximately 42 yuan/kg this week [1] - The selling prices for silicon materials have increased to 50-52 yuan/kg based on a "not lower than the full cost price" adjustment basis, indicating a strong upward trend in the market [1] Group 2 - The ChiNext New Energy ETF Huaxia (159368) is the first ETF in the market tracking the ChiNext New Energy Index, covering various sectors including batteries and photovoltaics, characterized by high elasticity and strong growth potential [2] - The management fee for the ChiNext New Energy ETF Huaxia (159368) is 0.15%, and the custody fee is 0.05%, making the total fee rate 0.2%, which is the lowest among similar products [2] - Investors are encouraged to continuously monitor investment opportunities in the future development of the new energy sector [2]
20cm速递|反内卷驱动光伏估值修复,创业板新能源ETF华夏(159368)低位蓄力待涨