这次会很猛？“反内卷”浪潮席卷A股！最新概念股名单火线来袭！

Group 1: Core Views - The article discusses the "anti-involution" policy initiated by the Chinese government, which aims to address issues such as vicious competition, price wars, and overcapacity in various industries, particularly in steel, building materials, and photovoltaics [2][3] - The "anti-involution" policy has been elevated to a strategic level, with a focus on improving market competition by shifting the emphasis from price to quality and innovation [3] - The policy is expected to benefit listed companies in the A-share market, especially in the photovoltaic sector, where stocks like Tongwei Co., Longi Green Energy, and Yamaton have shown strong performance [2][4] Group 2: Policy Catalysts - The Central Financial Committee's sixth meeting highlighted the need to govern low-price disorderly competition, guide quality improvement, and facilitate the orderly exit of backward production capacity [3] - The policy is anticipated to improve supply-demand relationships and drive price rebounds in sectors like photovoltaics and steel, benefiting leading companies in these industries [3] Group 3: Industry Impact - In the photovoltaic sector, a meeting held by the Ministry of Industry and Information Technology indicated that the current situation cannot rely solely on self-discipline, and the anti-involution measures will be robust [4] - Major photovoltaic companies, including Tongwei Group and Longi Green Energy, expressed strong support for the government's policies aimed at curbing low-price competition and promoting the exit of outdated production capacity [4] - The article lists 15 photovoltaic stocks that are expected to benefit from the anti-involution policy, with notable price increases observed since July 2 [4][5] Group 4: Steel and Infrastructure - The steel and infrastructure sectors are also expected to benefit from the anti-involution policies, which aim to address long-standing issues of homogenized competition and overcapacity [6] - The new policies are designed to eliminate inefficient production capacity through differentiated regulation, encouraging mergers and high-end transformation [6] - Recent market performance shows significant recovery in steel stocks, with companies like Liugang Co. and Shougang Co. experiencing notable price increases [6][7] Group 5: Chemical and Nonferrous Metals - The chemical and nonferrous metals industries have faced prolonged adjustments, with significant overcapacity and declining profitability [8] - The anti-involution policy aims to address issues of homogenized competition and overcapacity in these sectors, with expectations for improved supply-demand dynamics and technological upgrades [8] - The article identifies several strong-performing stocks in the chemical and nonferrous metals sectors, including Dongyue Silicon Material and Western Mining [8][9]