碳中和50ETF（159861）涨超2.3%，政策引导下光伏板块修复预期升温

Group 1 - The Ministry of Industry and Information Technology held a symposium on the photovoltaic industry, emphasizing the need to "curb low-price disorderly competition," which is expected to guide the healthy development of the industry [1] - Currently, prices of core components such as silicon materials, silicon wafers, and glass have risen, coupled with marginal improvements in supply-side dynamics, suggesting a potential recovery in the photovoltaic sector [1] - Various regions are adopting common practices in mechanism electricity allocation and bidding rules, distinguishing between existing and incremental projects, with a focus on market competition to determine prices for incremental projects [1] Group 2 - The bidding mechanism has become central, with provinces generally using competitive bidding to determine the mechanism electricity and prices for incremental projects, which are typically set for more than 10 years [1] - The recent completion of the first settlement for renewable energy in Inner Mongolia marks a significant breakthrough in the market-oriented reform of renewable energy pricing [1] - As more provinces follow suit in implementing detailed rules, the formation mechanism for renewable energy grid connection prices in China is expected to become more refined, providing institutional support for high-quality development in the sector [1] Group 3 - The Carbon Neutrality 50 ETF (159861) tracks the Environmental Protection 50 Index (930614), which selects high-quality listed companies in clean energy, energy conservation, and pollution control from the Chinese A-share market [1] - This index aims to reflect the overall performance of listed companies with environmentally friendly characteristics and sustainable development potential in the green economy sector [1]