Group 1 - The central government emphasizes the need to regulate low-price disorderly competition among enterprises, guiding them to improve product quality and promote the orderly exit of backward production capacity [1] - The recent meetings highlighted the importance of strengthening product consistency checks and enforcing anti-unfair competition laws, as well as the need for government guidance, industry self-discipline, and corporate action to address "involution-style" competition [1] - The price of polysilicon futures surged over 5% to 34,490 yuan/ton, while industrial silicon futures rose by 3.32% to 8,090 yuan/ton, indicating a positive market reaction [1] Group 2 - The photovoltaic sector and steel sector showed significant gains, with the Kexin New Energy ETF (588830.SH) rising by 0.27% [2] - Major component stocks within the ETF, such as Daqo New Energy, JinkoSolar, and Trina Solar, experienced notable increases in their stock prices, with Daqo New Energy up by 9.45% [2] - The Kexin New Energy Index reflects the performance of 50 large-cap listed companies in the photovoltaic, wind power, and new energy vehicle sectors, with photovoltaic equipment accounting for 47.60% and batteries for 39.3% of the index [2]

5月13日早盘，光伏板块出现异动。多家光伏硅料厂商股价大涨，通威股份（600438.SH）一度涨停封板，大全能源 （688303.SH）盘中涨逾19%，港股协鑫科技（03800.HK）、新特能源（01799.HK）股价也都出现明显涨幅。 光伏板块的大涨，与早盘市场流出的传言有关。有消息称，硅料行业正在推进减产保供，头部企业或联合酝酿"收储计划"。而 这所传的"收储计划"，则是由头部硅料厂商牵头并购行业其他硅料产能。 针对这一消息，5月13日，21世纪经济报道记者向所涉及的部分光伏硅料厂商求证，相关人士均表示并不清楚消息来源。但也有 光伏行业人士向记者表示，据其了解的确有类似讨论的声音，"方向大致相同。" 尽管"收储"传闻的可信度受到质疑，但其引发光伏板块股价大涨的现象表明，目前去产能的确是光伏业内乃至资本市场最为关 心的问题。 诸多业内人士在接受21世纪经济报道记者采访时指出，光伏行业拐点何时出现，与去产能、清库存的实际力度和决心密切相 关。有行业人士强调："龙头企业尤其需要带头发挥作用。" 光伏"小作文"冲击二级市场 5月13日的A股市场整体表现相对平淡，但光伏板块却走出了独立行情——Wind光伏指数（88 ...