光伏概念股涨势喜人，通威股份尾盘涨停

Core Viewpoint - The photovoltaic sector is experiencing a strong upward trend, driven by policy support and market dynamics, with leading companies like Tongwei Co., Ltd. showing significant stock performance and operational improvements [1][2] Industry Summary - The photovoltaic concept stocks continued to show strong performance, with the leading company Tongwei Co., Ltd. reaching a stock price increase of 10.01% and a trading volume of 3.391 billion yuan [1] - The main contract for polysilicon futures saw a significant increase, contributing to the upward movement of the sector [1] - Recent policy directions from the Central Financial Committee aim to regulate low-price competition and promote quality upgrades, which is expected to support the healthy development of the photovoltaic industry [1][2] - Major domestic photovoltaic glass manufacturers plan to collectively reduce production by 30% starting in July, indicating a proactive adjustment to improve profitability amid low-price competition [1] Company Summary - Tongwei Co., Ltd. has successfully reduced its cash production cost of silicon material to 27,000 yuan per ton (excluding tax), optimizing its comprehensive electricity consumption and silicon consumption [2] - The company has strengthened its vertical integration with the launch of over 300,000 tons of green substrate projects [2] - Tongwei's technology upgrade path in the battery and module sectors is clear, with breakthroughs in TOPCon technology expected to enhance module power by over 25 watts by 2025 [2] - The company’s pilot line for heterojunction (HJT) technology achieved a maximum module power of 790.8 watts, with a focus on the copper interconnection 2.0 technology route [2] - Tongwei's perovskite tandem cell laboratory has achieved an efficiency of 34.17%, showcasing its depth in next-generation photovoltaic technology [2] - Analysts suggest that the photovoltaic industry is transitioning from mere scale expansion to a phase of high-quality development, where companies with technological barriers and cost control capabilities are likely to gain a competitive edge [2]