光伏50ETF（159864）回调超2.7%，多晶硅国家级收储平台落地，回调或可布局

Group 1 - The recent establishment of a national-level polysilicon storage platform has stabilized polysilicon prices, with leading companies maintaining a market support stance [1] - The price of silicon wafers has dropped to cash cost levels, with expectations of significant production cuts in December [1] - The price of battery cells has seen an expanded decline, with large-scale production cuts anticipated in December [1] Group 2 - Domestic prices for centralized photovoltaic components have seen a slight increase, while distributed prices remain stable [1] - The price of photovoltaic glass has declined again, leading to a rapid increase in corporate inventory levels [1] - The Central Economic Work Conference emphasized the expansion of green electricity applications, and the approval of the Zhejiang UHV AC ring network project will support clean energy consumption [1] Group 3 - South Korea plans to gradually phase out coal-fired power plants by 2040, promoting energy transition [1] - The Photovoltaic 50 ETF (159864) tracks the photovoltaic industry index (931151), which selects listed companies involved in various segments of the solar industry to reflect the overall performance of related securities [1] - The index focuses on upstream and downstream enterprises in the photovoltaic industry chain, aiming to showcase the allocation direction in the new energy and high-tech fields, as well as the trend of green energy development [1]