光伏概念股午后拉升，光伏、新能源相关ETF涨约2%

Group 1 - The core viewpoint of the articles indicates a significant rise in photovoltaic stocks, with notable increases in companies such as Sungrow Power (over 10% rise) and Jinlang Technology (over 4% rise) [1] - Related ETFs in the photovoltaic and new energy sectors have also seen an approximate increase of 2% [1] - Institutions suggest that the photovoltaic industry is at a cyclical bottom and may require accelerated supply-side clearance, with stricter energy consumption regulations from the Ministry of Industry and Information Technology [2] Group 2 - The Ministry of Industry and Information Technology is expected to implement stricter regulations on energy and water consumption for new production capacity, aiming to control energy consumption as a means to curb existing output [2] - The industry is reaching a preliminary self-discipline agreement, gradually reducing production to near two-year lows, which is anticipated to lead to a recovery in profitability as supply-side adjustments take place [2]