今日盘中，信义玻璃（00868）股价大涨5.04%，引发市场关注。该股价上涨主要受益于光伏行业整体利好消息的推动。
据报道，为破除"内卷式"竞争，国内头部光伏玻璃企业计划自7月开始集体减产30%。这一举措预计将使国内光伏玻璃供应量快速下滑，有效改善供需失衡状况。业内预计7月国内玻璃产量将下降至45GW左右。亚玛顿董秘刘芹确认了这一减产消息的真实性，并表示这将有力促进行业后续可持续健康发展。
此外，近期人民日报发表文章强调要破除"内卷式"竞争，实现高质量发展。文章明确提出要用制度引导良性竞争，这被视为对光伏等行业的积极信号。分析人士认为，如果相关政策实际落地并顺利推进，有望扭转当前光伏全产业链亏损的状态。在这一背景下，包括信义玻璃在内的多只光伏概念股今日普遍上涨，反映了市场对行业前景的乐观预期。
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