光伏50ETF（159864）涨超1.5%，海外扩产与政策加码释放中长期利好

Core Viewpoint - The photovoltaic industry chain prices remain stable, with overseas expansion and policy support providing long-term benefits, while market sentiment is steady, and technological innovation along with regional layout injects growth momentum for the medium to long term [1] Photovoltaic Industry - The photovoltaic industry chain is experiencing comprehensive price stability, supported by overseas expansion and enhanced policies that release long-term benefits [1] - The photovoltaic 50ETF (159864) tracks the photovoltaic industry index (931151), which selects listed companies involved in the entire solar photovoltaic power generation chain, reflecting the overall performance of related listed companies with significant renewable energy and environmental attributes [1] Wind Power Industry - The wind power sector is accelerating both domestically and internationally, with China Energy Construction signing a 3GW wind power general contracting agreement and a nearly 3 billion RMB offshore wind power project in Vietnam commencing construction [1] - The concentration of global wind power projects supports high prosperity in the industry chain [1] Energy Storage Sector - The demand in the energy storage field is robust, with overseas energy storage markets experiencing a surge in orders in September, and global large-scale storage tender data showing strong activity [1] - The rising prices of energy storage cells validate strong downstream demand, while domestic policies are frequently introduced to support the growth of the independent energy storage market [1] - The demand for household storage in Europe continues to recover [1]