TFC(SZ:300394) Mei Ri Jing Ji Xin Wen·2025-08-26 03:54Group 1 - The A-share market showed mixed performance on August 26, 2025, with the Shanghai Composite Index down by 0.28%, the Shenzhen Component Index up by 0.08%, and the ChiNext Index down by 0.45% [1] - The performance of the photovoltaic component manufacturers has shown signs of improvement, with several companies, including Longi Green Energy, Tongwei Co., and Trina Solar, reporting better results for the first half of the year [1] - Some photovoltaic component manufacturers, such as Aiko Solar and Hongyuan Green Energy, have either reduced losses or turned profitable in the first half of the year [1] Group 2 - Huatai Securities noted that the photovoltaic industry is beginning to see the effects of "anti-involution," with significant price increases in silicon materials and wafers since early July, along with a rebound in battery and component prices [1] - The supply-side reform in the photovoltaic industry is expected to deepen, focusing on controlling energy consumption and restricting outdated production capacity in the silicon material segment [1] - The introduction of new technologies is anticipated to accelerate the elimination of outdated production capacity, with a recommendation to pay attention to the BC industry chain, leading TOPCon companies, and key auxiliary material leaders [1] Group 3 - The Huaxia New Energy ETF (159368) is the first ETF in the market tracking the ChiNext New Energy Index, covering various sectors within the new energy and electric vehicle industries, including batteries and photovoltaics [2] - The fund has a management fee rate of 0.15% and a custody fee rate of 0.05%, totaling only 0.2%, making it the lowest fee among similar products, facilitating quick investment opportunities [2] - Continuous attention is recommended for those optimistic about future investment opportunities in the new energy sector [2]