光储大会正召开！光伏ETF（159857）跟踪指数盘中跌破20日线，机构：光伏需求改善有望提前到来

Group 1 - The A-share market indices continued to decline, with the photovoltaic sector showing weakness, as evidenced by the China Securities Photovoltaic Industry Index dropping by 2.62% and retreating over 7% from its recent high on November 11 [1] - Key stocks in the photovoltaic sector experienced mixed performance, with companies like Micro导纳米 rising over 5%, while major stocks such as Sunshine Power, Longi Green Energy, and TBEA saw declines [1] - The photovoltaic ETF (159857) recorded a trading volume exceeding 180 million yuan, with a turnover rate of over 7% and a premium/discount rate of 0.02%. It also saw a net inflow of 109 million yuan over the past five trading days [1] Group 2 - The 8th China International Photovoltaic and Energy Storage Industry Conference is being held in Chengdu, focusing on enhancing the international competitiveness of China's photovoltaic and energy storage industry through five key areas [2] - According to Guangfa Securities, for medium to long-term institutional investors, it is advisable to focus on core sectors like computing power and electric new energy, as these sectors are expected to maintain momentum and lead to potential rebounds [2] - Zhongyou Securities anticipates that improvements in industry demand may arrive sooner than expected due to ongoing supply-side adjustments and the upcoming release of supportive measures related to China's energy transition goals [2]