光伏概念股走低，相关ETF跌超3%

Group 1 - The core viewpoint is that photovoltaic stocks are experiencing a decline, with major companies like Sungrow Power, Deye Technology, Tongwei Co., and Chint Electric seeing significant drops in their stock prices [1] - Related photovoltaic ETFs have also fallen, with an overall decline exceeding 3% [1] - Institutions indicate that the photovoltaic industry is at the bottom of its cycle and may require accelerated supply-side adjustments [2] Group 2 - The Ministry of Industry and Information Technology has tightened regulations on energy and water consumption for new production capacity, which may further curb existing output [2] - The industry is beginning to self-regulate, with a gradual reduction in production to levels not seen in nearly two years, which is expected to lead to a recovery in profitability as supply-side adjustments take place [2]