光伏产业链股走高，捷佳伟创20%涨停，海优新材等大涨

Core Viewpoint - The photovoltaic industry chain stocks experienced significant gains, with companies like Jiejia Weichuang and Haiyou New Materials seeing substantial increases in their stock prices, indicating a positive market sentiment towards the sector [1] Industry Summary - The concept of "anti-involution" has reached a strategic action level in China, with the photovoltaic industry being a focal point due to its issues of homogenized low-price competition and temporary overcapacity [1] - As the industry moves towards standardized and orderly competition, along with the gradual implementation of potential supply-side reform policies, the photovoltaic industry chain is expected to see a reasonable price recovery and profit restoration, leading to improved fundamentals [1] - Technological innovation is identified as a fundamental path for the photovoltaic sector to overcome homogenized competition, with manufacturers that possess product differentiation, high-end market positioning, and brand manufacturing advantages likely to experience early performance reversals and long-term growth [1] Company Summary - Companies that are key players in the photovoltaic sector and demonstrate long-term competitiveness and price-volume recovery elasticity are recommended for attention as the "anti-involution" efforts continue to advance [1]