光伏板块盘中迎净流入！“反内卷”积极推进，光伏50ETF（159864）盘中涨超2.2%

Group 1 - The core viewpoint indicates a significant inflow of funds into the photovoltaic sector, with the photovoltaic 50 ETF (159864) seeing a net inflow of 3 million units, suggesting strong market interest in photovoltaic assets [1] - According to Yongxing Securities, the production of polysilicon is expected to increase to approximately 125,000 tons in August and around 140,000 tons in September, with inventory levels anticipated to rise [1] - The domestic polysilicon production in August is projected to be 125,000 tons, reflecting a month-on-month increase of 15.96% from July's 107,800 tons, while the production in September may continue to rise due to the resumption of some production lines [1] Group 2 - To alleviate supply-demand pressure, some silicon material companies are planning to coordinate production cuts, which, if implemented, could stabilize September's output [1] - Recent signals against excessive competition have been released, indicating a focus on policy consistency and the importance of addressing the issue of overcapacity; many sectors are currently operating at a loss [1] - There is a potential for photovoltaic glass prices to be adjusted upwards to around cost price, which could lead to a recovery in profitability across the sector [1]