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A股異動丨光伏股集體走強,通威股份等多股漲停,“反內卷”正獲得更高層面的關注
A股市場光伏股集體走強,其中,大全能源漲超15%,億晶光電、拓日新能、亞瑪頓、通威股份10CM漲停,陽光電源漲近10%,鈞達股份漲8%,三超新材、天合光能漲超7%,東方日升、愛旭股份漲超6%,福萊特、弘元綠能、德業股份、品科能源漲超5%。消息面上,7月3日,工業和信息化部召開光伏行業製造業企業座談會,光伏行業“反內卷”正獲得更高層面的關注,對整治光伏行業無序競爭的力度將更大。多位參會企業負責人稱,會議給予行業發展極大信心。據悉,國家相關部門已經走訪國內主要光伏企業,要求企業於近期儘快上報成本價格,“如果後續繼續低於成本價銷售,就有可能會受到重罰。”在獲得高層關注前,光伏行業已經逐漸凝聚起“反內卷”共識,包括硅料、光伏玻璃等多個環節都在探索市場化產能出清的路徑,業內也亟盼標誌性案例出現,引領行業破局“內卷”競爭。除市場化手段以外,多位受訪人士認爲,現階段,政策手段應發揮關鍵作用。不過,也有企業負責人反饋,當前產能出清進程仍較爲複雜,特別是企業在選擇關停產能時涉及不同地方之間的利益平衡,往往難以抉擇。業內也建議,要避免不合理的地方保護行爲,防止“邊清邊增”。

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