数据显示，截至2025年12月31日，中证光伏产业指数前十大权重股分别为特变电工、隆基绿能、阳光电 源、TCL科技、通威股份、迈为股份、德业股份、正泰电器、TCL中环、捷佳伟创，前十大权重股合计 占比55.11%。 光伏ETF嘉实(159123)跟踪中证光伏产业指数，是布局光伏全产业链的便捷工具。 2026年1月6日午后，光伏设备盘中拉升，截至13:23，中证光伏产业指数强势上涨2.42%，成分股固德威 上涨12.10%，上能电气上涨11.89%，奥特维上涨9.07%，钧达股份，微导纳米等个股跟涨。 消息面上，为有效破解"内卷式"竞争，促进光伏产业健康发展，近日，国家知识产权局会同工业和信息 化部联合印发关于进一步加强光伏产业知识产权保护工作的意见。意见要求，聚焦光伏产业链关键环节 和重点领域，加强知识产权保护，强化风险应对，激发知识产权对现代光伏产业体系建设的促进作用。 到2027年，知识产权促进光伏产业健康发展取得明显成效。 浙商证券指出，光伏设备行业受益于"反内卷"政策逐步落地及光储二次平价趋势，行业价格有望回归合 理利润水平。光伏一体化企业凭借成本优势率先扭亏，业绩弹性显著。电力设备领域，随着新能源车 ...

Group 1 - The core viewpoint of the article highlights that the photovoltaic industry is experiencing a recovery in profitability driven by both policy support and demand growth, as evidenced by the over 1.9% increase in the photovoltaic 50 ETF (159864) on January 5 [1] - The photovoltaic equipment sector is benefiting from the gradual implementation of "anti-involution" policies and the trend towards second-level parity in solar energy storage, which is expected to lead to a return to reasonable profit levels [1] - Integrated photovoltaic companies are leveraging cost advantages to turn losses into profits, demonstrating significant performance elasticity [1] Group 2 - The electric equipment sector is seeing increased demand for upstream materials such as silicon carbide substrates and monocrystalline silicon for etching, driven by the growth in electric vehicles and AI servers, indicating a sustained positive outlook for the domestic supply chain [1] - Emerging applications like smart glasses are promoting the capacity layout of silicon carbide, with companies that possess technological reserves likely to benefit quickly [1] - The photovoltaic 50 ETF (159864) tracks the photovoltaic industry index (931151), which selects listed companies involved in the solar photovoltaic power generation industry chain, reflecting the overall performance and development trends of related listed companies [1]