午后拉升，光伏ETF华夏（515370）上涨1.67%，近二十日流入超10亿元

Core Insights - The article highlights a significant increase in the solar photovoltaic (PV) sector, with the IEA predicting a 50% average annual growth in electricity generation in the Middle East and North Africa from 2023 to 2035, with solar PV expected to grow the fastest, increasing 15 times by 2035 compared to 2023 [1] Group 1: Market Performance - The solar ETF Huaxia (515370) experienced a rapid increase of 1.67% in the afternoon of December 24, with a capital inflow of 100 million yuan yesterday and over 1 billion yuan net inflow in the past twenty days [1] Group 2: Industry Trends - According to Guojin Securities, since July, there has been a significant release of "anti-involution" signals in the solar industry, with continuous improvement in policy specifications [1] - The price control aspect indicates that the price of polysilicon is gradually covering costs, and it is expected that the price center of the industry chain will progressively cover costs [1] - On the supply side, the advancement of storage dynamics and new energy consumption standards for polysilicon are expected to accelerate the elimination of outdated production capacity, leading to ongoing "anti-involution" efforts that will drive industry profit recovery [1] Group 3: ETF Overview - The solar ETF Huaxia (515370) tracks the CSI Solar Industry Index, which includes upstream, midstream, and downstream companies in the solar industry, such as silicon wafers, polysilicon, battery cells, cables, photovoltaic glass, battery modules, inverters, photovoltaic brackets, and solar power plants, providing a comprehensive reflection of the overall performance of the solar industry [1]