资金持续布局，光伏ETF华夏（515370）上涨0.99%

Core Viewpoint - The photovoltaic (PV) industry is showing signs of a turning point, with a focus on supply-side and demand-side dynamics to drive recovery in the sector [1] Group 1: Market Performance - On December 11, the A-share market indices showed mixed results, with the Huaxia Photovoltaic ETF (515370) rising by 0.99% [1] - The Huaxia Photovoltaic ETF has seen a net inflow of over 290 million yuan in the past five trading days, indicating strong investor interest [1] Group 2: Industry Analysis - According to Kaiyuan Securities, the effects of "anti-involution" in the PV industry are becoming apparent, with significant reductions in losses expected in the upstream segment for Q3 [1] - Key focus areas include the implementation of silicon material storage platforms and production limit measures on the supply side, while the demand side will concentrate on the support for PV installation demand during the 14th Five-Year Plan [1] Group 3: Price and Supply-Demand Dynamics - Positive changes in supply and demand are anticipated to drive an increase in component prices, helping to restore the supply-demand relationship within the industry [1] - The Huaxia Photovoltaic ETF tracks the CSI Photovoltaic Industry Index, which encompasses upstream, midstream, and downstream companies in the PV industry, providing a comprehensive reflection of the sector's overall performance [1]