碳中和50ETF（159861）跌超3%，光伏需求预期与能源转型催化，回调或可布局

Group 1 - The Carbon Neutrality 50 ETF (159861) has dropped over 3%, driven by expectations of photovoltaic demand and energy transition catalysts [1] - Huazhong Securities emphasizes the need for the power equipment industry to focus on "high proportion of renewable energy consumption" and innovate regulatory models to ensure the safe and stable operation of the power system [1] - The public review of the environmental impact assessment for the Yantai-Weihai ultra-high voltage project indicates that ultra-high voltage construction is expected to accelerate [1] Group 2 - In the photovoltaic equipment sector, the industry chain prices remain weak but stable, with a high focus on anti-involution storage policies, although actual implementation requires detailed rules [1] - Domestic industry self-regulation continues, and policy details are still under observation, with the main photovoltaic industry chain prices expected to stabilize above the cost line [1] - In the wind power sector, domestic offshore wind progress remains high, with four offshore wind projects in Jiangsu undergoing sea area usage verification, and the launch of a 20MW deep-sea floating wind demonstration project in Yangjiang [1] Group 3 - The Carbon Neutrality 50 ETF tracks the Environmental Protection 50 Index (930614), which selects 50 companies that perform well in environmental protection, covering clean energy, energy conservation, and environmental governance [1] - This index reflects the overall performance and development trends of publicly listed companies in the environmental protection industry, showcasing distinct characteristics of the green economy [1]