港股新特能源（01799）今日盘中大涨5.03%，引发市场关注。此轮上涨或与近期光伏行业利好消息密切相关。
据报道，光伏行业"反内卷"政策持续推进，行业联合平台预计年内完成搭建。该平台将集结17家主要企业，通过产能协调、质量分级和自律减产等机制，有效遏制行业无序扩张。自2025年6月底以来，国家层面密集出台"反内卷"政策，推动行业从低价无序竞争转向健康可持续发展。这些举措为行业带来实质性利好，有望优化竞争格局，助力盈利修复。
此外，光伏产业技术革新也在加速。2025年中国正式告别P型时代，N型单晶硅技术市场份额预计超过96.9%。TOPCon、HJT、BC三大技术路线并驾齐驱，持续推动电池效率提升与度电成本下降。作为光伏产业链的重要参与者，新特能源有望从行业整体向好中受益。分析人士认为，随着"反内卷"政策效果显现，光伏行业价格和盈利正在逐步修复，这可能是推动新特能源股价上涨的主要因素。
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