突传大消息，光伏板块全线爆发！新一轮反弹会否到来？

Group 1 - The photovoltaic concept stocks experienced a strong rally, with the photovoltaic equipment sector leading the gains, rising over 4% during the day, and trading volume exceeding the previous day's total within just one hour [1] - The prices of polysilicon futures have rebounded significantly, with the main contract price reaching 38,880 yuan, up over 13% from the low of 34,375 yuan, marking the largest consecutive increase since the listing of polysilicon futures [1] - Several key projects in the photovoltaic industry have made breakthrough progress, including the first "photovoltaic microgrid DC-DC direct hydrogen production" project in Beijing's Daxing District, which has completed trial operations [1] Group 2 - There are rumors that the top six silicon material manufacturers are planning to acquire all remaining silicon material production capacity, with proposals for production cuts to stabilize prices [2] - Some industry insiders have suggested that a potential solution to the current low-price loss situation in the silicon material sector could involve companies halting production for one to two months to prioritize inventory digestion [2] - According to Guotai Haitong, domestic demand for photovoltaic products is expected to remain stable in the context of carbon neutrality, with significant growth in newly connected capacity in the first quarter of 2025 indicating strong demand resilience [2]