新特能源（01799）今日盘中大涨9.50%，领涨光伏股。截至发稿，该股报价8.29港元，成交活跃。
消息面上，工业和信息化部、市场监督管理总局联合印发《电子信息制造业2025－2026年稳增长行动方案》，引发市场关注。该方案明确提出要在破除"内卷式"竞争中实现光伏等领域高质量发展，依法治理光伏等产品低价竞争。同时，方案还强调要引导地方有序布局光伏产业，实施光伏组件产品质量管理，推动行业技术进步。这一系列政策措施有望优化行业竞争格局，提升产业链生态。
值得注意的是，光伏股整体延续近期涨势。除新特能源外，协鑫科技、福莱特玻璃、信义光能等多只光伏股今日均呈现上涨态势。分析人士指出，在反内卷背景下，光伏行业估值存在修复契机。随着相关政策逐步落地，行业落后产能有望逐步退出，为优质企业带来新的发展机遇。
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