FLAT GLASS (06865) stock surged 7.47% in intraday trading, riding the wave of a broader rally in solar energy stocks. The significant uptick comes as the solar module market experiences renewed shortages and price increases in August, fueled by an industry-wide push against "involution" and improving profit outlooks.

The solar sector witnessed widespread gains, with XINYI SOLAR (00968) up 8.15%, GCL TECH (03800) advancing 6.96%, and XINTE ENERGY (01799) rising 6.6%. This sector-wide movement is attributed to a combination of factors, including upstream polysilicon material price increases and limited production capacity for certain models, leading to supply constraints and price hikes in the solar module market.

Industry analysts, including CITIC Securities, have highlighted solar energy as a representative "anti-involution" industry. Recent efforts to address below-cost pricing have shown initial success, with price adjustments implemented across the supply chain from silicon materials to cells. The focus now shifts to the module segment, where pricing transmission is being closely monitored. Experts believe that under the "anti-involution" policy direction, the industry's profitability is expected to recover to more reasonable levels in the medium to long term, potentially explaining investor optimism reflected in FLAT GLASS's stock performance.