光伏ETF龙头涨幅居前 “反内卷”相关ETF配置价值凸显

Group 1 - The A-share market has seen strong performance in sectors such as construction materials, infrastructure, and photovoltaics, with the leading photovoltaic ETF (560980) rising by 2.05% and ranking among the top three ETFs in terms of growth [1] - The "anti-involution" theme in investment has gained momentum since July, driven by policies aimed at regulating low-price and disorderly competition among enterprises, leading to a significant improvement in supply-demand expectations in industries like non-ferrous metals, photovoltaics, new energy, and automobiles [1][2] - The supply-side clearing in sectors such as steel, cement, new energy vehicles, and lithium batteries has shown initial results, while capacity optimization in wind power and chemicals is still ongoing [1][3] Group 2 - The rare metals ETF (159608) is closely aligned with the "anti-involution" theme, tracking the CSI Rare Metals Theme Index and focusing on companies involved in rare metal mining, smelting, and processing, providing a convenient investment tool for investors [2] - The leading photovoltaic ETF (560980) tracks the CSI Photovoltaic Industry Index, with major component companies announcing technology upgrades and industry associations leading production cuts, indicating a shift in competition from "scale" to "quality" and from "price" to "value" [2] - The "anti-involution" theme is expected to become an important investment line for capturing structural opportunities in the second half of the year, driven by policy dividends and industry clearing [3]