相关ETF中，光伏50ETF（516880）截至发稿发稿涨0.16%，溢折率0.16%，早盘频现溢价交易。 资金流向上，Wind金融终端数据显示，光伏50ETF（516880）昨日获近5000万元资金净流入，该ETF 已连续7个交易日获资金净流入，累计"吸金"超1.5亿元。 光伏50ETF（516880）紧密跟踪中证光伏产业指数，据Wind金融终端，光伏50ETF（516880）最新重仓 持股包括隆基绿能、阳光电源、TCL科技、通威股份等。光伏50ETF（516880）还配置了场外联接基 金：A（012928）、C（012929）。 消息面上，据证券时报，中国光伏行业协会在官方微信公众号上发布一则澄清信息，称近日有部分自媒 体发布了关于光伏行业反内卷，特别是多晶硅方面工作的新闻。该协会称"相关内容与实际情况严重不 符，请大家不信谣，不传谣"。协会表示，将秉着法制化、市场化原则推进反内卷工作，力求尽快走出 内卷式恶性竞争，请大家一切以官方发布信息为准，并感谢大家对光伏行业的支持，坦言任重道远。值 得注意的是，光伏行业协会并未明确提及澄清事项的具体细节。记者从业内多方获悉，光伏行业协会本 次澄清内容或与市场传闻的 ...

Market Overview - On July 29, the A-share market experienced a fluctuating upward trend, with the ChiNext Index leading the gains. The Shanghai Composite Index rose by 0.33%, the Shenzhen Component Index increased by 0.64%, and the ChiNext Index surged by 1.86% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.8 trillion yuan, an increase of 609 billion yuan compared to the previous trading day [1] Sector Performance - The market showed a mixed performance with over 3,000 stocks declining. Notable sectors included a significant rise in pharmaceutical stocks, particularly in the CRO and innovative drug sectors, while CPO and computing hardware stocks also showed strength [1] - The top-performing sectors included CRO, steel, CPO, and advanced packaging, while insurance, pork, banking, and agriculture sectors faced declines [1] International Market - The U.S. stock market saw declines on July 29, with the Dow Jones Industrial Average falling by 204.57 points (0.46%) to close at 44,632.99 points, the S&P 500 dropping by 18.91 points (0.30%) to 6,370.86 points, and the Nasdaq Composite decreasing by 80.29 points (0.38%) to 21,098.29 points [3][4] - In contrast, European markets closed higher, with the UK FTSE 100 rising by 54.88 points (0.60%), the French CAC40 increasing by 56.48 points (0.72%), and the German DAX gaining 247.01 points (1.03%) [3][4] - International oil prices increased, with WTI crude oil rising by $2.50 (3.75%) to $69.21 per barrel and Brent crude oil increasing by $2.47 (3.53%) to $72.51 per barrel [3][4] Economic Insights - The Chinese government reported that from January to June, state-owned enterprises generated total operating revenue of 40.75 trillion yuan, a year-on-year decrease of 0.2%, and total profits fell by 3.1% [7] - The Hong Kong Monetary Authority announced that institutions wishing to apply for stablecoin licenses can submit applications by September 30, 2025, as part of a new regulatory framework [8][9] Industry Developments - A seminar on the performance standards framework for integrated large models will be held on August 1, aimed at establishing standardized performance indicators and technical capabilities for the industry [10] - The China Photovoltaic Industry Association clarified rumors regarding the multi-crystalline silicon sector, emphasizing the need for accurate information and cautioning against misinformation [11]

Core Viewpoint - The China Photovoltaic Industry Association issued a clarification regarding recent rumors about "anti-involution" in the photovoltaic industry, particularly concerning polysilicon, urging the public not to believe or spread misinformation [1][3]. Industry Developments - The association aims to promote "anti-involution" efforts based on legal and market principles to eliminate vicious competition in the industry [3]. - There are market rumors suggesting that the polysilicon industry may undergo capacity consolidation, which led to a rebound in polysilicon futures, rising over 4% during trading [3]. Market Reactions - Polysilicon futures experienced a significant increase, with a closing price of 50,930, reflecting a rise of 3.81% from the previous day [4]. - In the A-share market, the photovoltaic index rebounded, with companies like Foster and Hezhong Electric hitting the daily limit, while polysilicon firms such as GCL-Poly, Daqo Energy, and Tongwei saw stock increases of 7.69%, 5.17%, and 4.40% respectively [4]. Policy Context - A recent meeting held by the Ministry of Industry and Information Technology emphasized the need to strengthen governance in key industries like photovoltaics, aiming to phase out outdated production capacity through enhanced standards [5]. - The latest statements from the Ministry align with the China Photovoltaic Industry Association's call to revise polysilicon energy consumption standards to promote the exit of inefficient capacity [5]. - Analysts suggest that if positive outcomes arise from the capacity consolidation discussions, the long-term outlook for polysilicon could improve, potentially leading to a further increase in futures prices [5].

机构指出，目前行情或处于消灭低估值与追捧科技股的风格转变阶段。可积极寻找把握光伏、军工等行业周期底部，且有基本面反转预期的行业。 【财经日历】 10:00 国务院台湾事务办公室7月30日举行新闻发布会 10:00 国新办举行"高质量完成'十四五'规划"系列主题新闻发布会，介绍"十四五"时期中国移民管理工作发展成就 热门科技股多数下跌，Meta跌超2%，英特尔、苹果、特斯拉跌超1%，AMD涨超2%。 减肥药概念、综合物流板块大跌，诺和诺德股价重挫，截至收盘，跌超21%；联合包裹跌超10%，礼来跌超5%，联邦快递跌超3%。 纳斯达克中国金龙指数收跌1.35%，热门中概股多数下跌，理想汽车跌超6%，百度、京东跌近3%，小鹏汽车、蔚来、阿里巴巴、爱奇艺跌超2%，名创优品 涨超2%。 14:00 国新办就育儿补贴制度及生育支持措施有关情况举行新闻发布会 16:00 国新办就"严格公正司法 用情办好百姓身边案"举行中外记者见面会 20:15 美国7月ADP就业人数 20:30 美国第二季度实际GDP年化季率初值 22:30 美国截至7月25日当周EIA原油库存变动 | 树 盘前必读 | // 外盘怎么样 // | | | ...

Core Viewpoint - The China Photovoltaic Industry Association has clarified recent market rumors regarding "anti-involution" in the photovoltaic industry, particularly concerning polysilicon, stating that the information circulating is significantly inaccurate and urging the public not to believe or spread rumors [1][3]. Industry Summary - The association aims to promote "anti-involution" efforts based on legal and market principles, seeking to eliminate vicious competition in the industry [3]. - Although specific details of the rumors were not disclosed, there were market speculations about potential capacity consolidation in the polysilicon sector, which led to a rebound in polysilicon futures, rising over 4% during trading [3]. - On July 28, a meeting was held by national industrial and information authorities emphasizing the need to strengthen governance in key industries like photovoltaics, aiming to phase out outdated production capacity through enhanced standards [5]. - The recent statements from the Ministry of Industry and Information Technology align with the China Photovoltaic Industry Association's previous calls to revise polysilicon energy consumption standards to facilitate the exit of outdated capacity [5]. - Analysts from Hongyi Futures noted that polysilicon is a core product in the current "anti-involution" movement, with strong market expectations driven by policy news and rumors, which support price stability [5]. - According to Galaxy Futures, if the capacity consolidation meeting yields positive results, the long-term outlook for polysilicon could reverse, leading to a potential increase in futures prices [6]. Market Reaction - Following the clarification and market rumors, the photovoltaic index in the A-share market rebounded, with companies like Foster and Hewei Electric hitting the daily limit, while polysilicon firms such as GCL-Poly, Daqo Energy, New Special Energy, and Tongwei Co. saw stock increases of 7.69%, 5.17%, 4.40%, and 3.45% respectively [4].

【导读】中国光伏行业协会澄清市场传闻 7月29日晚间，中国光伏行业协会在官方微信公众号上发布一则澄清信息，称近日有部分自媒体发布了关于光伏行业"反内卷"，特别是多晶硅方面工作的 新闻。该协会称"相关内容与实际情况严重不符，请大家不信谣，不传谣"。 协会表示，将秉着法制化、市场化原则推进"反内卷"工作，力求尽快走出内卷式恶性竞争，请大家一切以官方发布信息为准，并感谢大家对光伏行业的支 持。 虽然光伏行业协会并未明确提及澄清事项的具体细节，不过今日盘间，有市场传闻称多晶硅行业将进行产能整合。受此消息影响，多晶硅期货率先反 弹，盘中涨超4%。 | 3119.80 | | 昨收 | 3086.91 | | 成交额 | 344.50亿 | | --- | --- | --- | --- | --- | --- | --- | | +32.89 | +1.07% | 今开 | 3086.95 | | 成交量 | 26.41亿 | | 上涨 | 61 | 777 | | 4 | 下跌 | 31 | | 最高价 | 3119.93 | 而智容 | -87.5 | | 近20日 | 8.77% | | 最低价 | 3058.2 ...

Core Viewpoint - The China Photovoltaic Industry Association issued a clarification stating that recent media reports about the photovoltaic industry's anti-involution efforts, particularly regarding polysilicon, are significantly inaccurate and should not be believed or spread [1] Group 1 - The association emphasizes the importance of relying on official information and expresses gratitude for the support from various enterprises in the industry [1] - The association aims to promote anti-involution efforts based on legal and market principles to overcome vicious competition in the industry [1] - The association acknowledges the challenges ahead and calls for continued support for the photovoltaic industry [1]

7月29日晚间，中国光伏行业协会在官方微信公众号上发布一则澄清信息，称近日有部分自媒体发布了 关于光伏行业反内卷，特别是多晶硅方面工作的新闻。该协会称"相关内容与实际情况严重不符，请大 家不信谣，不传谣"。协会表示，将秉着法制化、市场化原则推进反内卷工作，力求尽快走出内卷式恶 性竞争，请大家一切以官方发布信息为准，并感谢大家对光伏行业的支持，坦言任重道远。 值得注意的是，光伏行业协会并未明确提及澄清事项的具体细节。记者从业内多方获悉，光伏行业协会 本次澄清内容或与市场传闻的多晶硅行业以大收小的收储事项有关，据了解，被收购的多晶硅产能涉及 信义、南玻、宝丰、润阳、合盛硅业等多家企业。谈及该事项时，业内人士认为，多晶硅收储的进展还 是取决于谈判情况，"此外，关键还是要去库存，有库存的公司应该停产去库存，不然，即使完成多晶 硅环节的以大收小，也没法分配接下来的开工负荷。" 另有业内人士坦言，当前市场传闻信息太多，真真假假难以辨别，市场对相关信息也十分敏感。7月29 日国内商品期货收盘，多晶硅等涨逾3%。 ...

另有业内人士坦言，当前市场传闻信息太多，真真假假难以辨别，市场对相关信息也十分敏感。7月29 日国内商品期货收盘，多晶硅等涨逾3%。 值得注意的是，光伏行业协会并未明确提及澄清事项的具体细节。记者从业内多方获悉，光伏行业协会 本次澄清内容或与市场传闻的多晶硅行业以大收小的收储事项有关，据了解，被收购的多晶硅产能涉及 信义、南玻、宝丰、润阳、合盛硅业（603260）等多家企业。谈及该事项时，业内人士认为，多晶硅收 储的进展还是取决于谈判情况，"此外，关键还是要去库存，有库存的公司应该停产去库存，不然，即 使完成多晶硅环节的以大收小，也没法分配接下来的开工负荷。" 人民财讯7月29日电，7月29日晚间，中国光伏行业协会在官方微信公众号上发布一则澄清信息，称近日 有部分自媒体发布了关于光伏行业反内卷，特别是多晶硅方面工作的新闻。该协会称"相关内容与实际 情况严重不符，请大家不信谣，不传谣"。协会表示，将秉着法制化、市场化原则推进反内卷工作，力 求尽快走出内卷式恶性竞争，请大家一切以官方发布信息为准，并感谢大家对光伏行业的支持，坦言任 重道远。 ...

北京商报讯（记者 马换换 王蔓蕾）7月29日晚间，中国光伏行业协会发布澄清公告显示，近日，有部分 自媒体发布了关于光伏行业反内卷，特别是多晶硅方面工作的新闻，相关内容与实际情况严重不符，请 大家不信谣，不传谣。 中国光伏行业协会表示，将秉着法治化、市场化原则推进反内卷工作，力求尽快走出内卷式恶性竞争， 一切以官方发布信息为准。 ...