加快经济社会发展全面绿色转型，光伏50ETF（159864）领涨超3.6%

Core Viewpoint - The 20th Central Committee's Fourth Plenary Session emphasizes accelerating the comprehensive green transformation of economic and social development, focusing on "carbon peak," "carbon neutrality," and "expanding green," while promoting the construction of a new energy system [1] Group 1: Policy and Regulatory Environment - The National Development and Reform Commission (NDRC) aims to accelerate the green and low-carbon transition of energy, steadily implementing carbon assessment and management systems [1] - There is a push to synchronize the expansion of carbon market management with mandatory green electricity consumption policies, which may further increase the demand for green electricity [1] Group 2: Industry Trends - The development of new energy, particularly in the photovoltaic sector, is shifting from a focus on supply to a focus on demand [1] - The integration of wind, solar, and storage is expected to enhance the quality of power sources by providing high utilization hours, high stability, and high flexibility [1] Group 3: Investment Tools - The Photovoltaic 50 ETF (159864) tracks the photovoltaic industry index (931151), which selects listed companies involved in the photovoltaic supply chain, including silicon materials, silicon wafers, battery cells, and modules [1] - The photovoltaic industry index is characterized by high growth potential and volatility, serving as an important tool for investors looking to enter the new energy sector [1]