“反内卷”概念现“一日游”行情？这只光伏玻璃个股强势2连板

Core Viewpoint - The recent surge in solar glass stocks, particularly for Yamaton, is attributed to the "anti-involution" trend and government policies aimed at addressing overcapacity in the photovoltaic industry [1][6][7]. Company Summary - Yamaton has seen a significant rebound in its stock price, rising over 51% since hitting a low of 11.55 CNY per share on April 9, after previously experiencing a decline of over 68% from its peak of 48.05 CNY per share in August 2022 [2][10]. - The company confirmed the news regarding the collective production cut of 30% by major solar glass manufacturers starting in July, which is expected to promote sustainable development in the industry [7]. - Yamaton is investing 240 million USD to build a solar glass production line in the UAE with an annual capacity of 500,000 tons, aiming to reduce production costs and expand its market share [8][9]. Industry Summary - The photovoltaic industry is currently facing severe price competition, leading to a decline in product prices and prompting companies to explore overseas markets [7][9]. - Recent government initiatives, including the commentary from the People's Daily and the Central Financial Committee's meeting, emphasize the need for regulatory measures to curb low-price competition and promote quality improvements in the industry [6][7]. - The demand for solar glass is expected to increase due to favorable policies in international markets, particularly after the U.S. Senate passed legislation that benefits solar projects [8].