20cm速递|机构称光伏行业“反内卷”初见成效,创业板新能源ETF华夏(159368)震荡走强

Group 1 - The A-share market saw a collective rise in the three major indices on August 19, with the Shanghai Composite Index up by 0.31%, the Shenzhen Component Index up by 0.19%, and the ChiNext Index up by 0.21% as of 11:15 AM [1] - The Wind Photovoltaic Index rose by 1.76% on August 18, indicating a strong performance in the photovoltaic sector, with significant price increases in silicon materials and wafers since early July [1] - Huatai Securities noted that the photovoltaic industry is beginning to see the effects of "anti-involution," with supply-side reforms expected to deepen, particularly focusing on silicon materials as a core area for capacity control and energy consumption management [1] Group 2 - The Chuangye Board New Energy ETF (159368) is the first ETF in the market tracking the Chuangye Board New Energy Index, which covers various sectors including batteries, photovoltaics, and semiconductors, indicating strong growth potential [2] - The management fee for the Chuangye Board New Energy ETF is 0.15%, and the custody fee is 0.05%, totaling 0.2%, which is the lowest among similar products, facilitating quick investment opportunities [2] - Continuous attention is recommended for future investment opportunities in the new energy sector, aligning with the industry's growth trajectory [2]