Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-11-07 04:01Group 1 - The core viewpoint of the news highlights the ongoing planning of a "joint platform" for the restructuring of the polysilicon industry, with a fund size expected to be around 70 billion yuan, utilizing a leveraged acquisition strategy [1] - The establishment of a polysilicon storage platform is seen as an effective measure to combat "involution" in the photovoltaic industry, accelerating supply-side reforms and promoting the elimination of outdated capacity [1] - The initiative involves 17 leading companies in the polysilicon sector, with expectations to complete the restructuring by 2025, aiming to stabilize market prices and improve the overall operation of the global photovoltaic industry [1] Group 2 - The Chuangye Board New Energy ETF Huaxia (159368) is the largest ETF fund tracking the Chuangye Board New Energy Index, covering various segments of the new energy and new energy vehicle industries [2] - As of October 31, 2025, the fund has a scale of 829 million yuan, with a daily average trading volume of 90.05 million yuan over the past month [2] - The fund features a storage content of 51% and a solid-state battery content of 30%, aligning with current market trends [2]