碳中和50ETF（159861）涨超1.5%，连续2日净流入，行业景气修复信号显现

Core Insights - The midstream manufacturing sector, particularly in the new energy chain, is showing significant performance improvements, with the power equipment industry experiencing a month-on-month increase in market conditions [1] - Prices for polysilicon and solar modules have stopped declining and are beginning to recover, indicating a stabilization in the photovoltaic equipment sector and an optimization of the supply-demand landscape [1] - The power equipment industry, as a core segment of the new energy supply chain, is benefiting from the price recovery of upstream products like solar modules and polysilicon, leading to an overall recovery trend in the industry [1] Industry Analysis - The midstream manufacturing sector is exhibiting a differentiated pattern, with power equipment and photovoltaic equipment standing out as clear representatives of the new energy field, showing a relatively defined recovery momentum [1] - The Carbon Neutrality 50 ETF (159861) tracks the Environmental Protection 50 Index (930614), which selects listed companies in China’s A-share market involved in clean energy, energy-saving technologies, pollution control, and ecological restoration, reflecting the overall performance of leading enterprises in the green economy sector [1] - The index emphasizes sustainable development and environmentally friendly business models, aiming to provide investors with a tool to track the development of the environmental protection industry [1]