新能源ETF(159875)逆市红盘，成分股捷佳伟创20cm涨停

Core Insights - The renewable energy sector is experiencing positive momentum, with the China Securities New Energy Index rising by 0.50% as of August 1, 2025, and significant gains in key stocks such as Jiejia Weichuang and Aotwei [1][4] - Jiejia Weichuang forecasts a substantial increase in net profit for the first half of 2025, projecting a growth of 38.65% to 59.85% year-on-year [3] - The "anti-involution" strategy has been elevated to a national strategic level, particularly impacting the solar energy sector, which is facing issues of homogenization and overcapacity [4] Market Performance - The New Energy ETF (159875) saw an increase of 0.43%, with a peak intraday gain of nearly 2% [1] - The ETF recorded a turnover rate of 3.59% and a transaction volume of 32.31 million yuan during the trading session [1] - Over the past month, the New Energy ETF's scale increased by 4.74 million yuan, with leveraged funds showing continued interest [1] Financial Metrics - As of July 31, 2025, the New Energy ETF's net value increased by 6.11% over the past six months [1] - The ETF has achieved a maximum monthly return of 25.07% since its inception, with an average monthly return of 7.60% during rising months [1] - The top ten weighted stocks in the China Securities New Energy Index account for 43.41% of the index, with notable companies including Ningde Times and Sunshine Power [4]