深市规模、实时成交金额第一的光伏ETF（159857）涨超6%，两部门：依法治理光伏等产品低价竞争

Group 1 - The A-share market showed a mixed performance on September 5, with the photovoltaic sector experiencing strong fluctuations [1] - The photovoltaic ETF (159857) rose by 6.31%, with a trading volume exceeding 240 million yuan, making it the top-performing product in the Shenzhen market [1] - Key stocks in the photovoltaic sector, such as Jinlang Technology, Meichang Co., Sunshine Power, Daqo Energy, and Canadian Solar, saw gains exceeding 10% [1] Group 2 - The Ministry of Industry and Information Technology and the State Administration for Market Regulation issued a plan for stable growth in the electronic information manufacturing industry for 2025-2026, focusing on high-quality development in the photovoltaic sector [2] - The plan aims to eliminate "involution" competition and promote orderly layout of the photovoltaic and lithium battery industries, while also enhancing product quality management [2] - Zhongyuan Securities noted that the photovoltaic industry showed marginal improvement in Q2 performance, with expectations for product pricing measures and industry consolidation to enhance competition and quality standards [2] Group 3 - Tianfeng International indicated that the photovoltaic sector has reached a valuation low, with potential for recovery under the "anti-involution" backdrop [2] - The core driving factors for the photovoltaic sector will be improvements in supply and demand dynamics, which are expected to support continued price increases [2]