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机构继续看好光伏盈利边际改善,光伏ETF基金(516180)盘中蓄势
Xin Lang Cai Jing·2025-08-04 02:56

Group 1 - The recent photovoltaic market has cooled down, but institutions remain optimistic about the marginal improvement in industry profitability [1] - The Ministry of Industry and Information Technology will conduct energy-saving inspections on 41 polysilicon companies, reflecting the government's commitment to "anti-involution" measures in the photovoltaic sector [1] - The photovoltaic industry chain prices are steadily rising, and the profitability of the main chain, especially in the polysilicon segment, is expected to reverse as industry consolidation plans become clearer [1] Group 2 - As of July 31, 2025, the CSI Photovoltaic Industry Index (931151) includes a maximum of 50 representative listed companies from the photovoltaic industry chain, reflecting the overall performance of these securities [2] - The top ten weighted stocks in the CSI Photovoltaic Industry Index account for 56.16% of the index, including companies like Sungrow Power Supply (300274) and LONGi Green Energy (601012) [2]