新特能源（01799）今日盘中大涨8.49%，报8.58港元，领涨光伏板块。多家光伏相关公司股价同步上涨，引发市场广泛关注。
消息面上，据报道，国内光伏龙头企业正在推进联合收储产能计划。协鑫集团董事长朱共山透露，已有17家龙头企业基本签署了相关协议。这一举措被认为有助于加速多晶硅供给侧改革，有望缓解行业产能过剩问题。
分析人士指出，多晶硅被视为解决行业内卷的核心抓手。随着联合平台的成立，预计将加速推进多晶硅供给侧改革。市场普遍认为，这一举措将有助于稳定光伏行业价格，改善企业盈利状况，进而提振投资者信心。新特能源作为行业重要参与者，有望从中受益，这可能是推动其股价大幅上涨的主要原因。
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