相关部门:综合整治“新三样”产业内卷式竞争!光伏ETF(159857)跟踪指数涨近3%冲击六连阳,实时申购超4000万份
Xin Lang Cai Jing·2025-12-26 06:13

Core Viewpoint - The photovoltaic ETF (159857) has seen significant trading activity, indicating strong investor interest in the solar energy sector, which is poised to benefit from ongoing global energy transitions and technological advancements [1]. Product Highlights - The photovoltaic ETF (159857) is positioned as an efficient tool for investors to capitalize on the global renewable energy revolution and to invest in core assets within the photovoltaic industry [1]. Related Products - The photovoltaic ETF (159857) corresponds to off-market index funds (A: 011102; C: 011103) [1]. Hot Events - The National Development and Reform Commission emphasizes the importance of regulating order and leading innovation in key industries such as new energy vehicles, lithium batteries, and photovoltaics, which are seen as advantageous sectors for China's high-quality foreign trade development [1]. Institutional Viewpoints - The domestic photovoltaic industry is experiencing positive changes driven by "anti-involution" policies, with recent government measures prohibiting sales below cash costs, marking a shift from price competition to value and technology competition [2]. - As policies continue to be implemented, the industry order is expected to fundamentally change, benefiting leading companies with cost and technology advantages during the profit recovery cycle [2].