碳中和50ETF（159861）涨超1.0%，行业政策与价格波动引关注

Group 1 - The central economic work conference emphasized the need to comprehensively rectify "involution" competition in the photovoltaic industry, with a focus on regulating low-price disorderly competition and guiding companies to enhance product quality [1] - The Ministry of Industry and Information Technology issued a notice on the 2025 annual special energy-saving inspection tasks for the polysilicon industry, maintaining a focus on energy consumption [1] - Recent price increases in the upstream photovoltaic industry chain are driven by the actual exit time and scale of production capacity, with a strong focus on the supply-side catalysis in the silicon material segment and new technologies in BC and precious metals [1] Group 2 - The recent mainstream prices for silicon materials are reported at 42-47 RMB per kilogram for dense materials and 43-46 RMB per kilogram for granular materials, with silicon wafer prices generally rising by approximately 0.1 RMB per piece [1] - The price of battery cells continues to increase, while the price dynamics in the module segment are expected to persist, although policy-driven trends may help the market move away from the bottom range [1] - The Carbon Neutrality 50 ETF (159861) tracks the Environmental Protection 50 Index (930614), which selects listed companies involved in clean energy, pollution control, and energy conservation to reflect the overall performance of the environmental industry [1]