新能源出海加速！光伏、储能海外需求大爆发，光伏龙头ETF(516290)放量涨超2%，冲击两连阳！“反内卷”势在必行，光伏拐点在即？

Core Viewpoint - The renewable energy sector, particularly the photovoltaic (PV) segment, is experiencing significant growth, with leading ETFs and stocks showing strong performance amid increasing global demand for energy storage and solar installations [1][5][6]. Group 1: Market Performance - As of September 4, the photovoltaic sector saw a notable increase, with the leading photovoltaic ETF (516290) rising over 2% and achieving a transaction volume of 50 million yuan [1]. - Key component stocks of the photovoltaic ETF also performed well, with notable increases such as DeYee Co. rising over 6%, Tongwei Co. over 5%, and Sungrow Power over 3% [3]. Group 2: Industry Growth and Demand - The global demand for energy storage has surged, with a projected shipment of 226 GWh of energy storage cells in the first half of 2025, marking a 97% year-on-year increase, predominantly driven by Chinese companies [5]. - The overseas photovoltaic installation market is also thriving, with expectations of over 300 GW of new installations in 2025, reflecting a 25% year-on-year growth [5]. Group 3: Industry Fundamentals - The photovoltaic industry is gradually stabilizing, with expectations of profit recovery due to policy adjustments and supply-demand improvements, suggesting a positive outlook for leading companies [6]. - The "anti-involution" policy is gaining traction, aiming to mitigate excessive competition and restore profitability across the photovoltaic supply chain [6][7]. Group 4: Investment Opportunities - The photovoltaic ETF (516290) is highlighted as a low-fee investment option, with management and custody fees significantly lower than the market average, making it an attractive choice for investors [7].