光伏ETF基金(159863)涨超5%，产业反内卷再迎催化

Group 1 - The political emphasis on anti-involution in the photovoltaic industry is increasing, with recent announcements from two ministries highlighting price governance and the role of industry associations in researching costs for pricing reference [1] - The upcoming Fourth Plenary Session is expected to be a significant observation point for anti-involution progress, with potential developments in capacity governance and energy consumption standards [1] - The photovoltaic industry index (931151) has shown strong performance, with notable increases in stock prices for companies such as Trina Solar (688599) up 13.65% and JinkoSolar (688223) up 10.41% [1] Group 2 - The photovoltaic ETF fund closely tracks the photovoltaic industry index, which includes up to 50 representative listed companies from the photovoltaic supply chain [2] - As of September 30, 2025, the top ten weighted stocks in the photovoltaic industry index account for 58.02% of the index, including companies like Sungrow Power Supply (300274) and LONGi Green Energy (601012) [2] - Various ETF funds related to the photovoltaic sector are available, including the photovoltaic ETF fund (159863) and others focused on new energy [2]