新能源ETF基金（516850）上涨1.2%，近5日流入333万元

Core Viewpoint - The A-share market showed strong performance on September 3, with over 2,500 stocks rising, indicating a positive market sentiment driven by policy measures aimed at stabilizing prices and promoting the exit of outdated production capacity in various industries [1] Group 1: Market Performance - All three major A-share indices strengthened, with significant gains in the comprehensive, electric equipment, and non-ferrous metal sectors, while the communication and electronics sectors weakened [1] - The New Energy ETF Fund (516850) increased by 1.2%, with a net inflow of 3.33 million yuan over the past five days, and key holdings such as Yiwei Lithium Energy rose over 11%, while Sunshine Power and Shangneng Electric both increased by over 3% [1] Group 2: Policy Impact - In July, policies were introduced focusing on supply-side adjustments to curb disorderly competition through price controls and to promote the exit of outdated production capacity, particularly in the photovoltaic and cement industries [1] - These policy expectations have led to price increases in bulk commodities, aiding in the profit recovery of upstream raw material industries [1] Group 3: Investment Opportunities - The New Energy ETF Fund (516850) and its connected funds (017571/017572) focus on the new energy sector, particularly in batteries, photovoltaics, and electric power, with a tracking index that has a high weight of 45.18% in "anti-involution," allowing investors to accurately grasp opportunities in the new energy sector [1]