智通财经APP获悉，南方太阳能(03134)盘中涨超3%，截至发稿，涨3.08%，报6.69港元，成交额631.3万港元。
消息面上，近日中央政治局会议首次将兼并重组纳入反内卷综合治理工作，通过产能调控、价格监管、标准引领等组合拳，整治行业无序低价竞争。国泰海通证券表示，政策信号带动产业链价格止跌企稳，行业底部支撑逐步夯实；同时能耗约束出清落后产能、技术分级与专利池建设等举措，推动行业从价格战转向技术与品质竞争。此外，太空光伏作为今年板块行情的重要催化，为光伏行业打开全新的应用场景与成长空间。
公开资料显示，南方太阳能跟踪光伏产业指数，中证光伏产业指数从主营业务涉及光伏产业链上、中、下游的上市公司证券中，选取不超过50只最具代表性的上市公司证券作为指数样本，以反映光伏产业上市公司证券的整体表现。
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