今日盘中，新特能源（01799）股价大涨5.44%，引起市场广泛关注。该股的强势表现与整个光伏板块的集体走高密切相关。
据悉，光伏行业近期传出利好消息。CCTV2财经频道在《经济半小时》栏目中报道，光伏行业正在推进高质量发展。协鑫集团董事长朱共山在采访中透露，已有17家企业基本签字同意成立行业联合体，预计将于年内完成搭建。这一举措被视为光伏行业"反内卷"的重要一步，有望推动多晶硅供给侧改革加速进行。
分析人士指出，自"反内卷"政策推进以来，参与主体不断扩大，产品价格修复效果显著。今年第三季度，在"不低于成本销售"的价格政策要求下，多晶硅价格开始回升，逐步恢复至综合成本线以上。价格上涨带动了企业盈利的明显修复，多家光伏企业实现扭亏为盈。业内普遍认为，在政策引导下，行业供给侧改革正在加速推进，产业链价格和盈利底部已经确立。这些积极因素共同推动了包括新特能源在内的光伏股票价格上涨。
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