金吾财讯 | 光伏太阳能股午后跑出，彩虹新能源(00438)涨9.05%、福莱特玻璃(06865)涨8.30%、协鑫科技(03800)涨6.45%、协鑫新能源(00451)涨5.19%、信义光能(00968)涨5.02%、卡姆丹克太阳能(00712)涨4.17%、新特能源(01799)涨3.68%、信义能源(03868)涨3.64%。消息面上，近日，经国务院同意，国家林草局、国家发改委、国家能源局联合印发《三北沙漠戈壁荒漠地区光伏治沙规划(2025—2030年)》。规划到2030年，新增光伏装机规模2.53亿千瓦，治理沙化土地1010万亩。中信建投表示，光伏作为我国整治内卷式竞争的重要行业之一，政策方向已经较为明确。硅料作为决定光伏产业链景气度的最核心环节，其供需形势基本决定了产业链整体的利润中枢。若后续硅料环节能够通过兼并重组，加快产能淘汰，将有助于产业链价格及盈利中枢企稳回升。
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