唯一跟踪光伏龙头30指数的光伏ETF龙头(560980)盘中涨超2%，连续7日累计“吸金”超2亿元！标的指数年内涨超46%高于光伏产业指数

Core Insights - The China Photovoltaic Industry Association has issued a statement refuting false information circulating online, emphasizing the industry's commitment to maintaining national and industry interests and combating malicious actions against the photovoltaic sector [1] Industry Dynamics - The 2025 World Power Battery Conference opened in Yibin, Sichuan, on November 12, with 180 signed projects totaling 86.13 billion yuan, covering areas such as power batteries, new energy storage, photovoltaics, and smart connected new energy vehicles, showcasing strong industrial clustering effects and development momentum [1] - Tongwei Co. expressed strong support for the photovoltaic "anti-involution" initiative, believing that relevant policies will gradually be implemented [1] Policy Developments - On November 12, the National Energy Administration proposed guidelines to promote the integrated development of new energy, aiming for significant improvements in the reliability of new energy by 2030, enhancing market competitiveness, and supporting the green transformation of the economy [1] Technological Advancements - The Ministry of Industry and Information Technology released a document on November 11 to accelerate the construction of pilot platforms for advanced photovoltaic technologies, such as perovskite and tandem solar cells, indicating that the perovskite industry is at a critical stage of commercialization [2] - East Wu Securities noted significant technological breakthroughs by companies like GCL-Poly and Xina Solar, marking progress towards large-scale commercial applications [2] Financial Performance - Leading photovoltaic companies reported improved profitability in Q3 2025, driven by stabilized prices in the photovoltaic supply chain and reduced inventory impairment losses, with notable increases in gross margins, particularly in the silicon material segment [2] - As of November 13, 2025, the CSI Photovoltaic Leaders 30 Index rose by 1.83%, with significant gains in component stocks such as Sungrow Power and MicroNano [2] ETF Market Activity - The leading photovoltaic ETF reached a new high of 561 million yuan in size and 752 million shares in circulation, with a net inflow of 204 million yuan over the past week [3] - The ETF closely tracks the CSI Photovoltaic Leaders 30 Index, which has seen a year-to-date increase of over 46%, outperforming similar indices [3]