光伏50ETF（159864）盘中回调超3.8%，回调或可布局，光伏行业2025年1-8月国内新增装机达231GW

Group 1 - The photovoltaic industry in China saw a new installed capacity of 231 GW from January to August 2025, representing a year-on-year growth of 65%, indicating sustained high demand in the sector [1] - In the power equipment sector, breakthroughs in silicon carbide (SiC) power module technology have been achieved, with new ultra-low inductance intelligent (ULIS) modules showing significant optimizations in switching speed, efficiency, and cost, being 3-5 times faster than commercial modules, achieving 99.5% efficiency, and reducing costs by over 30% [1] - Gree Electronics and the University of Electronic Science and Technology of China have jointly established a silicon carbide device research center to promote technological breakthroughs and industrialization, which is expected to accelerate the process of domestic substitution [1] Group 2 - The photovoltaic 50 ETF (159864) tracks the photovoltaic industry index (931151), which selects listed company securities involved in silicon materials, wafers, battery cells, modules, and photovoltaic equipment from the Shanghai and Shenzhen markets to reflect the overall performance of upstream and downstream enterprises in the photovoltaic industry chain [1] - This index focuses on the renewable energy sector, characterized by high growth potential and policy orientation [1]