Group 1 - The core viewpoint of the news is the continuation of anti-dumping duties on imported solar-grade polysilicon from the US and South Korea, which is expected to positively impact the domestic photovoltaic industry by alleviating price competition and promoting high-quality development [1]. - The A-share market saw a positive opening on January 14, 2026, with significant gains in the new energy sector, particularly in stocks like Fulin Precision and Tianhua New Energy, indicating strong investor interest in this segment [1]. - CITIC Securities forecasts that the photovoltaic industry will enter a new phase of high-quality development, driven by technological innovation and brand building, with leading companies expected to increase their market share as outdated production capacity is phased out [1]. Group 2 - The创业板新能源ETF华夏 (159368) is the largest ETF fund tracking the创业板新能源 index, which includes various sectors such as batteries and photovoltaics, highlighting its significance in the new energy market [2]. - The fund has a high elasticity with a maximum increase of 20%, and it features the lowest fees, with a total management and custody fee of only 0.2% [2]. - As of December 30, 2025, the fund's scale reached 676 million, with an average daily trading volume of 70.75 million in the past month, indicating strong market activity and investor engagement [2].
20cm速递|光伏反倾销税延续5年!富临精工涨15.84%,创业板新能源ETF华夏(159368)拉升涨1.19%