光伏产能调控政策将出台？隆基绿能涨停，板块集体走强

Group 1 - The photovoltaic sector experienced a strong rebound, with leading company Longi Green Energy's stock price reaching a peak of 19.94 yuan, a rise of 9.98%, and a total market capitalization of 151.1 billion yuan [2] - The stock price movement is linked to rumors of a "de-involution" in the photovoltaic industry, alongside improvements in the company's fundamentals and favorable industry policies [2] - Regulatory authorities are expected to release a notification to strengthen photovoltaic production capacity control, with industry insiders anticipating significant policy developments [2] Group 2 - There is an expectation of price increases in photovoltaic components, marking a structural adjustment after an 18-month price downturn, with predictions of a rise in prices in the fourth quarter [3] - The price increase is driven by three key factors: controlled production capacity utilization in the polysilicon segment at 55%-70%, a 48% price surge in September, and the exit of outdated PERC production lines from the market [3] - The photovoltaic equipment sector index rose over 3%, with major companies like Trina Solar increasing by over 11%, and other key players such as Aiko Solar and JA Solar also seeing significant gains [3]