三年蛰伏，一朝涅槃，新能源板块全面爆发！“反内卷”全面打响，如何快速跟上新能源行情？

Group 1 - The core message emphasizes the need for industries to address low-price competition and improve product quality, leading to a collective reduction in production across various sectors, including solar energy and automotive [1] - The recent policy announcements signal a strong intent to optimize supply-side structures, with industries like solar, batteries, and automobiles responding positively [1][4] - The solar industry has seen a self-regulatory response, with 33 companies signing a capacity self-discipline agreement and major glass manufacturers reducing production by 30% to restore profitability [1][2] Group 2 - The solar material prices have begun to rise, with major polysilicon companies increasing prices, indicating a recovery in the solar industry [2] - The battery sector is experiencing its first comprehensive price increase after three years of declines, driven by unexpected demand growth in energy storage [5] - The automotive industry is tightening regulations against chaotic price wars, which is expected to lead to a more orderly market environment [6] Group 3 - The "anti-involution" theme is expected to be a long-term focus, with the potential for significant improvements in corporate profitability as the market stabilizes [7] - The current valuation of the renewable energy sector remains relatively low, presenting an opportunity for investment as the sector shows signs of recovery [7] - The entire renewable energy supply chain is poised for a turning point, with specific ETFs recommended for investment in solar, battery, and electric vehicle sectors [9][10]