Group 1 - The core viewpoint of the articles highlights the ongoing "anti-involution" efforts in the photovoltaic industry, which have gained attention since the second half of this year, with government and industry collaboration aimed at promoting high-quality development [1][2] - The China Securities Company notes that after a period of equipment installation and price stabilization in the photovoltaic sector, operational pressures have eased to some extent, but debt pressures remain significant and supply-demand relationships have not improved markedly, indicating the continued necessity for "anti-involution" [1] - The Ministry of Industry and Information Technology has held multiple meetings to gather insights from photovoltaic enterprises and industry associations, aiming to standardize competition within the industry [1] Group 2 - The创业板新能源ETF华夏 (159368) is the largest ETF fund tracking the创业板新能源 index, which encompasses various sectors within the renewable energy and electric vehicle industries, including batteries and photovoltaics [2] - As of October 16, 2025, the fund has a scale of 1.085 billion yuan and boasts the highest average daily trading volume of 85.76 million yuan over the past month, with a management and custody fee of only 0.2% [2] - The fund's composition includes 51% energy storage and 30% solid-state batteries, aligning with current market trends [2]
20cm速递|光伏行业“反内卷”持续受到关注!储能创业板新能源ETF华夏(159368)规模同类第一