今日盘中，新特能源（01799）股价大涨5.44%，引发市场关注。与此同时，多家光伏股票集体走高，显示出整个行业的积极动向。
消息面上，近期光伏行业动作频频。据报道，由17家企业组成的行业联合体预计将于年内完成搭建。业内人士表示，多晶硅作为反内卷的核心抓手，联合平台的成立有助于加速推进多晶硅供给侧改革。这一举措有望进一步稳定行业秩序，提升企业盈利能力。
分析人士指出，自2025年第三季度以来，在"不低于成本销售"的价格法规要求下，多晶硅行业价格开始回升，逐步恢复至综合成本线以上。价格上涨带来企业盈利明显修复，多家上市公司已实现扭亏为盈。在政策引导下，行业供给侧改革正加速推进，产业链价格和盈利底部已经明确。新特能源作为光伏行业的重要参与者，有望从行业整体向好中受益。
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