"Anti-involution" continues to gain momentum, and funds are optimistic about profit improvement in multiple industries

Recently, with the continuous efforts from the policy level, the trend of "anti-involution" has swept across various industries. The call for "anti-involution" in industries such as photovoltaics, cement, steel, and automobiles has been growing, continuously igniting the capital market. On July 9th, the Shanghai Composite Index rose above 3,500 points during the session, with the photovoltaic sector once again surging. Guosheng Technology, EGing PV, and TOPRAYSOLAR hit the daily limit, while Shouhang New Energy, HONGYUAN, and Jinko Technology saw significant gains. In the previous trading days, industries such as steel, cement, and aquaculture also experienced successive increases. Fund companies generally believe that the "anti-involution" trend is expected to continue, with benefiting industries such as photovoltaics, steel, and new energy vehicles likely to emerge from low-profit dilemmas, achieving a resonance between policy and fundamentals