中材科技涨停，新能源ETF基金（516850）上涨1.2%，反内卷”权重含量高达45.18%

Core Insights - The A-share market showed a positive trend with over 4,100 stocks rising, indicating a strong market performance [1] - The recent initiative by the China Machinery Industry Federation to combat unfair competition in the photovoltaic industry has led to a price recovery across the entire supply chain, with increases of approximately 20%-30% [1] - The photovoltaic sector is identified as a key area for the "anti-involution" policy, which aims to address issues of homogeneous low-price competition and excess capacity [1] Group 1 - The New Energy ETF Fund (516850) increased by 1.2%, with Zhongcai Technology hitting the daily limit [1] - The price recovery in the photovoltaic industry is synchronized with improvements in overseas market prices [1] - CITIC Securities views the "anti-involution" policy as a national strategic action, positioning the photovoltaic industry at the forefront of this initiative [1] Group 2 - The New Energy ETF Fund and its linked funds focus on the new energy sector, particularly in batteries, photovoltaics, and electricity [2] - The tracking index of the New Energy ETF Fund has a high "anti-involution" weight of 45.18%, allowing investors to effectively capture opportunities in the new energy sector [2]