协鑫科技（03800）今日盘中大涨5.43%，引发市场关注。这一显著涨幅主要受到两大利好因素的推动：可再生能源补贴加速发放以及光伏行业反内卷趋势的持续深化。
据报道，近期多家新能源发电运营商集中收到可再生能源补贴资金，补贴发放明显加速。这一举措预计将刺激运营商对风电、光伏和储能项目的投资积极性，从而为上游设备和材料供应商带来更多订单。作为光伏产业链的重要参与者，协鑫科技有望从中受益。
同时，开源证券最新研报指出，光伏行业反内卷趋势正在持续深化。在政府引导和行业自律的共同作用下，光伏产业链的供需结构有望得到改善。研报特别提到协鑫科技作为潜在受益标的之一，这进一步增强了投资者对公司未来发展前景的信心。随着行业供需平衡的逐步恢复，协鑫科技的盈利能力有望得到提升，这也是推动其股价上涨的重要因素。
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