碳中和50ETF（159861）净流入超1000万份，资金抢筹布局，机构：光伏产业链价格温和上行支撑清洁能源走势

Group 1 - The Carbon Neutrality 50 ETF (159861) has seen a net inflow of 12 million units, indicating strong demand for carbon neutrality assets [1] - The photovoltaic industry chain prices continue to rise moderately, with recent increases in silicon wafer and battery prices, while component prices remain stable [1] - Strong overseas market demand and supportive policy environments are the main drivers for the industry chain, with short-term prices expected to remain robust [1] Group 2 - In the offshore wind power sector, multiple projects have been signed, including the 500MW Taenan project in South Korea and a large single-pile manufacturing order from Penglai Dajin, promoting investment and industry chain improvement [1] - Nvidia has launched the Rubin CPX dedicated GPU, suggesting a focus on power enhancements that may create opportunities in AIDC power equipment, including liquid cooling and external power supply [1] - The Carbon Neutrality 50 ETF tracks the Environmental Protection 50 Index (930614), which selects listed companies involved in clean energy, energy conservation, and environmental governance to reflect the overall performance of China's environmental protection industry [1]