Group 1: Market Performance - As of July 4, the photovoltaic ETF (159857) experienced a decline of 0.51%, with a trading volume exceeding 1 billion yuan and a turnover rate of over 4% [1] - The ETF's latest share count reached 3.942 billion shares as of July 3, marking a year-to-date increase of 32.51% [1] - Over the past five trading days, the ETF saw a net inflow of over 120 million yuan, leading among similar products in the Shenzhen market [1] Group 2: Industry Developments - The Ministry of Industry and Information Technology held a meeting on July 3 to discuss accelerating high-quality development in the photovoltaic industry, emphasizing the need to address low-price competition and promote product quality [2] - The 18th International Solar Photovoltaic and Smart Energy Conference recently highlighted key themes such as "capacity clearing," "industry integration," and "innovation breakthroughs," indicating a significant period for supply-side reform in the photovoltaic sector [2] - Future policies may include stricter regulations on upstream sectors like polysilicon and industrial silicon, as well as higher efficiency requirements for downstream battery and component sectors [2] Group 3: Industry Outlook - China Galaxy Securities suggests that a combination of policy, industry self-discipline, and production cuts will drive supply-side reform, positioning the photovoltaic sector as a model for achieving high-quality development [3]

先更新一下昨天的热点，网络论坛神秘账号精确卡点预测涨停的事情破案了。深交所还专门为此发了一条公告。 字小如果你懒得放大图片看，我简单总结一下，肇事者叫陈果，他持有700股中通客车，上午的时候他把这700股挂在涨停价附近， 然后发帖称1点20分 涨停。结果后来真的涨起来了，他又反悔不想卖，把单子撤了。 由于他扰乱了市场，最后对他的处罚是禁止交易15天。 所以就是一个口嗨的散户碰巧蒙对了涨停的时间，不是操纵股价的游资大佬。也幸亏他不是游资大佬，否则操纵市场罪名落实，监管层就不会这么轻易的 放过他。 其实从我十几年前炒股起，股民在论坛里口嗨涨停就是一个传统娱乐节目，但以前就算偶尔蒙对也不至于发酵到舆情，大家哈哈一乐就完事。这次之所以 不同，是因为最近几天连续有焦点股票被蒙对（不是同一个网友），而且都是涨停跌停的极端行情，于是让股民开始担心背后有操纵股价的布局。监管层 出来调查澄清了也好，大家也不用再疑神疑鬼。 所以资金去拉中介服务板块是对的，只要成交量上来了，房价涨不涨中介就能抽佣，至于房地产板块这波底部起来已经反弹了29%，我觉得势能释放的差 不多了。 至于大盘走势，目前上证依然稳健向上，属于那种可以70分做多的 ...