光伏50ETF（159864）涨超1%，行业政策与供需博弈成焦点

Group 1 - The photovoltaic industry is experiencing a positive trend, with the photovoltaic 50 ETF (159864) rising over 1% on August 11 [1] - The Central Economic Work Conference has emphasized the need to address "involution" competition and promote product quality while phasing out outdated production capacity [1] - The Ministry of Industry and Information Technology has issued a notice regarding the 2025 annual special energy conservation inspection tasks for the polysilicon industry, maintaining a focus on energy consumption [1] Group 2 - Recent price increases in the upstream photovoltaic industry chain are noted, with a focus on the supply-side catalysts in the silicon material segment and new technologies in BC and precious metals [1] - The photovoltaic 50 ETF tracks the photovoltaic industry index (931151), which includes companies across the entire solar photovoltaic power generation value chain [1] - Investors without stock accounts can consider the Guotai Zhongzheng Photovoltaic Industry ETF Initiated Link A (013601) and Link C (013602) [1]