光伏反内卷持续推进、海外缺电逻辑强化，唯一跟踪光伏30指数的光伏龙头ETF广发(560980)盘中涨超3%，近11日连续上涨累计涨超15%

Group 1 - The core achievement of Ideal's semiconductor equipment division is the successful establishment and operation of the "Ultra-thin Flexible Heterojunction (HJT) Battery AI Demonstration Line" designed for space environments, producing the first batch of P-type ultra-thin flexible HJT batteries that meet performance targets [1] - The rapid growth of photovoltaic installations has been hindered by lagging grid infrastructure, but significant improvements in grid acceptance capacity are expected to stimulate downstream photovoltaic project investments [1] - The State Grid has announced an average annual addition of approximately 200 million kilowatts of wind and solar energy installations during the 14th Five-Year Plan period, indicating a booming period for wind and solar installations in the next five years [1] Group 2 - The Ministry of Finance and the State Taxation Administration have announced differentiated adjustments to the export tax rebate policy for photovoltaic and battery products, marking a shift from subsidy-driven to market-driven growth in the photovoltaic manufacturing industry [1] - The continuation of anti-dumping duties on polysilicon from the US and South Korea aims to strengthen China's core material autonomy in the photovoltaic industry, creating a stable development environment for domestic polysilicon producers [2] - The ongoing "anti-involution" trend in the photovoltaic industry is expected to improve profitability, with regulatory measures likely to control upstream silicon prices and shift profits towards downstream battery and module segments [3] Group 3 - The market for photovoltaic components is anticipated to see profitability improvements by 2026, driven by regulatory actions and technological innovations that enhance cost efficiency [2][3] - The performance of the photovoltaic sector is reflected in the strong rise of the CSI Photovoltaic Leaders 30 Index, which increased by 2.34%, indicating positive market sentiment and investor interest in leading companies within the industry [3] - The Guangfa Photovoltaic Leaders ETF, which tracks the CSI Photovoltaic Leaders 30 Index, includes 30 large and profitable companies in the photovoltaic sector, showcasing the core assets of China's photovoltaic industry [3]