光伏板块本周领涨，光伏ETF易方达（562970）、储能电池ETF（159566）助力布局板块龙头

Core Insights - The renewable energy industry chain is experiencing strong growth, with significant increases in indices such as the China Securities Photovoltaic Industry Index rising by 8.7% this week [1] - Major polysilicon companies are planning to form a consortium with a total investment of 20 to 30 billion yuan to eliminate excess capacity and settle industry debts, potentially leading to a new phase of "de-involution" in the photovoltaic sector [1] - Analysts believe that the implementation of polysilicon storage will alleviate the current overcapacity situation, accelerate profit recovery for companies, and gradually restore balance in supply and demand within the industry [1] Industry Performance - The China Securities New Energy Index increased by 5.3%, while the National Securities New Energy Battery Index rose by 3.9%, and the China Securities Shanghai Environmental Exchange Carbon Neutrality Index gained 2.5% [1] - The performance of various indices over different time frames shows significant growth, with the China Securities New Energy Index up 53.8% year-to-date and 204% since its base date [7] Index Composition - The National Securities New Energy Battery Index focuses on the energy storage sector, comprising 50 companies involved in battery manufacturing and related fields, which are expected to benefit from future energy development opportunities [3] - The China Securities Photovoltaic Industry Index includes 50 representative companies across the photovoltaic industry chain, while the China Securities Shanghai Environmental Exchange Carbon Neutrality Index consists of 100 stocks from clean energy and high-carbon reduction potential sectors [3] ETF Tracking - There are currently five ETFs tracking the China Securities New Energy Index, two for the National Securities New Energy Battery Index, ten for the China Securities Photovoltaic Industry Index, and eight for the China Securities Shanghai Environmental Exchange Carbon Neutrality Index [4]