开盘1小时申购超2亿份！深市最大的光伏ETF（159857）10日涨超16%，再创阶段新高！

Core Viewpoint - The photovoltaic sector is experiencing a resurgence, with significant improvements in financial performance and market activity, particularly in the third quarter of 2023, following a year of losses across the industry [1][2][3] Group 1: Market Activity - The photovoltaic ETF (159857) saw a 1.89% increase in early trading on November 7, with a trading volume exceeding 330 million yuan and a turnover rate of 13.25% [1] - The ETF's price reached 0.925 yuan per share, marking a new high since September 2023, and has accumulated a gain of over 16% in the last 10 trading days [1] - The ETF's latest scale is nearly 2.5 billion yuan, making it the largest in its category in the Shenzhen market, with over 70,000 investors holding shares [2] Group 2: Financial Performance - In the third quarter, the photovoltaic main industry chain significantly reduced its net losses, with 14 out of 21 listed companies reporting positive growth in net profit compared to the previous quarter [2] - Major companies like Daqo Energy and Shuangliang Eco-Energy turned losses into profits, while Tongwei Co. and LONGi Green Energy saw their losses decrease by over 2 billion yuan [2] - The positive trend is attributed to stabilized prices in the industry and proactive cost-cutting measures by companies [2] Group 3: Industry Outlook - According to Industrial Securities, the photovoltaic industry is expected to undergo a value reconstruction, with the "anti-involution" trend driving up silicon material prices and improving financial performance [2] - Open Source Securities highlights the importance of supply and demand dynamics, focusing on supply-side measures like silicon material storage and production limits, as well as future demand for photovoltaic installations [3] - The ongoing "anti-involution" efforts are anticipated to lead to a rapid recovery in the supply-demand relationship within the industry, potentially increasing component prices [3]