9月3日，A股三大指数集体走强，全市场超2500只个股上涨，板块来看，综合、电力设备、有色金 属走强，通信、电子板块走弱。新能源ETF基金（516850）上涨1.2%，近5日流入333万元，持仓股亿纬 锂能涨超11%，阳光电源、上能电气涨超3%。 7月围绕供给侧出台政策，通过价格调控遏制低价无序竞争、推动落后产能退出，光伏、水泥等行 业随之推进价格管理规范；政策预期带动大宗商品涨价，助力上游原材料行业利润修复。 每日经济新闻 （责任编辑：张晓波 ） 相关产品： 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 新能源ETF基金（516850）及其联接基金（017571/017572）聚焦新能源赛道，重点布局电池、光 伏、电力板块，其跟踪指数"反内卷"权重含量高达45.18%，便于投资者精准全面把握新能源板块热点机 会。 ...

Group 1 - The A-share market saw a positive trend with over 4100 stocks rising, indicating a strong market performance [1] - The recent initiative by the China Machinery Industry Federation to combat unfair competition in the photovoltaic industry has led to a price recovery across the entire supply chain, with increases of approximately 20%-30% [1] - The "anti-involution" policy has been elevated to a national strategic level, with the photovoltaic sector being a key focus due to its issues of homogeneous low-price competition and excess capacity [1] Group 2 - The New Energy ETF Fund (516850) and its linked funds (017571/017572) are focused on the new energy sector, particularly in batteries, photovoltaics, and electricity, with a high weight of 45.18% in the "anti-involution" index [2]

中信证券认为，"反内卷"在国内已提升至国家战略行动高度，光伏作为当前同质化低价竞争和产能阶段 性过剩问题突出的行业，是本轮"反内卷"的核心阵地。 2025年8月15日，A股三大指数低开高走，全市场超4100只个股上涨。新能源ETF基金（516850）上涨 1.2%，中材科技涨停。 近日，中国机电商会发布《关于反对不正当竞争，维护光伏行业对外贸易高质量发展的倡议》后，成效 初步显现，全产业链价格回升，幅度有20%-30%左右，海外市场的价格也随国内市场价格回升同步提 高。在反内卷政策落地中，光伏盈利压力最大，政策推进最快，大概率是本来政策的风向标行业。 新能源ETF基金（516850）及其联接基金（017571/017572）聚焦新能源赛道，重点布局电池、光伏、 电力板块，其跟踪指数"反内卷"权重含量高达45.18%，便于投资者精准全面把握新能源板块热点机会。 每日经济新闻 相关产品： ...

2025年8月1日，A股三大指数集体低开高走，光伏板块走强，捷佳伟创20CM涨停，新能源ETF基金 （516850）上涨0.69%。 2025年7月31日捷佳伟创发布2025年半年度业绩预告，预计业绩同向上升。归属于上市公司股东的净利 润盈利170000万元至196000万元，比上年同期增长38 65%至59 85%，上年同期盈利122613 87万元。扣 除非经常性损益后的净利润盈利154938 25万元至180938 25万元，比上年同期增长31 37%至53 41%，上 年同期盈利117941 88万元。 中信证券认为，"反内卷"在国内已提升至国家战略行动高度，光伏作为当前同质化低价竞争和产能阶段 性过剩问题突出的行业，是本轮"反内卷"的核心阵地。。 相关产品： 新能源ETF基金（516850）及其联接基金（017571/017572）聚焦新能源赛道，重点布局电池、光伏、 电力板块，便于投资者精准全面把握新能源板块热点机会。 （文章来源：每日经济新闻） ...

Group 1 - A-shares indices opened higher, with sectors like pharmaceuticals, defense, and solid-state batteries leading the gains, while home appliances, real estate, and food & beverage sectors weakened [1] - The China Securities Index for the New Energy ETF Huaxia (159368) rose by 1.24%, with constituent stocks such as Mannesmann and Xian Dao Intelligent increasing over 5% [1] - Recent breakthroughs in solid-state battery research revealed the soft-short circuit to hard-short circuit transition mechanism at the nanoscale, which could accelerate the adoption of solid-state batteries over traditional lithium batteries [1] Group 2 - The New Energy ETF Huaxia (159368) is the only ETF tracking the New Energy Index in the market, covering solar, wind, biomass, nuclear energy, and components of the new energy vehicle industry [2] - The management fee for the New Energy ETF Huaxia (159368) is 0.15%, with a custody fee of 0.05%, totaling a low cost of 0.2%, making it accessible for investors [2] - The Carbon Neutrality ETF (159790) is the largest fund in the market focused on carbon neutrality themes, tracking the low-carbon economy index and benefiting from national carbon peak and neutrality goals [2]