碳中和50ETF（159861）盘中涨近1.7%，电网投资加速与光伏产业链价格波动引关注

Group 1 - The investment in the power grid equipment industry has maintained rapid growth, with a total investment of 291.1 billion yuan in national power grid projects from January to June, representing a year-on-year increase of 14.6%. The commencement of the Yajiang hydropower project has further driven new demand [1] - In the photovoltaic equipment sector, silicon material prices continue to rise, with significant increases in N-type products. Prices for silicon wafers and battery cells have also been adjusted upwards, indicating a strong performance in the upstream of the industry chain, although short-term speculation remains [1] - The domestic energy storage procurement maintains high prosperity, with global energy storage battery shipments reaching 258 GWh in the first half of the year, a year-on-year increase of 106%. The residential energy storage market in Europe and the United States continues to be robust [1] Group 2 - The wind power sector is witnessing the release of multiple projects exceeding GW level, with accelerated development in offshore wind power [1] - The hydrogen energy industry is developing positively, with orders for green steel production using hydrogen reaching thousands of tons, and the establishment of a supporting system is accelerating [1] - The Carbon Neutrality 50 ETF tracks the Environmental Protection 50 Index, which selects outstanding listed companies in environmental protection, pollution control, and clean energy sectors from the Shanghai and Shenzhen markets, reflecting the overall performance of green economy-related enterprises [1]