智通财经APP获悉，部分光伏股走高，截至发稿，协鑫新能源(00451)涨6.76%，报0.79港元；新特能源(01799)涨5.22%，报7.66港元；协鑫科技(03800)涨2.75%，报1.12港元；信义光能(00968)涨1.32%，报3.06港元。
消息面上，市场监管总局近日在安徽合肥对光伏行业开展价格竞争秩序合规指导。市场监管总局将通过加大产品质量监督力度、加强价格和反不正当竞争执法等手段，严厉查处违法违规行为，切实维护市场公平竞争秩序，推动光伏行业规范健康可持续发展。
华福证券认为，此举短期旨在打击价格串通等违法行为，维护公平秩序；长期则是引导行业从同质化低价竞争，转向技术创新与优质优价的健康发展轨道。这为具备技术、成本优势的头部企业创造了更有利环境，并与近期硅片企业协同挺价的市场行为形成共振。行业竞争规则正在重塑，高质量发展成为明确方向。
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