碳中和50ETF（159861）盘中涨近4%，光伏与海风景气度获市场关注

Group 1 - The core viewpoint is that the photovoltaic supply-side reform is progressing, leading to an improved supply-demand structure in the industry, with rising prices for key materials like high-end electronic copper foil, indicating increased upstream industry prosperity [1] - The power equipment industry is experiencing sustained high demand from Artificial Intelligence Data Centers (AIDC), and the offshore wind sector is reaching a turning point, with accelerated development in European offshore wind providing export opportunities for Chinese manufacturers [1] - The "Artificial Intelligence +" policy is expected to benefit the power and photovoltaic equipment industries through smart upgrades and green energy transitions, presenting structural growth opportunities for the overall industry [1] Group 2 - The Carbon Neutrality 50 ETF (159861) tracks the Environmental Protection 50 Index (930614), which selects high-quality companies closely related to environmental protection from the Chinese A-share market, covering various segments such as clean energy, pollution control, and energy conservation [1] - The Environmental Protection 50 Index includes 50 representative listed companies as constituent stocks, aiming to comprehensively reflect the overall performance and long-term investment value of the green economy industry chain [1] - Investors without stock accounts can consider the Guotai CSI Environmental Industry 50 ETF Connect C (012504) and Guotai CSI Environmental Industry 50 ETF Connect A (012503) [1]