A股早盘高开高走，光伏概念股震荡走强，罗博特科大涨20%，大全能源涨超12%，捷佳伟创涨超5%。 有券商表示，光伏行业"反内卷"初见成效，自7月初以来硅料、硅片价格大幅上涨，电池片、组件价格 也有所回升。未来，光伏行业供给侧改革或持续深化，硅料环节作为核心抓手，将通过能耗管控与产能 收储约束落后产能，建议关注BC产业链、TOPCon领先企业及辅材龙头。 中证光伏产业指数从主营业务涉及光伏产业链上、中、下游的上市公司证券中，选取不超过50只最具代 表性的上市公司证券作为指数样本，以反映光伏产业上市公司证券的整体表现。 （文章来源：每日经济新闻） 受盘面影响，跟踪中证光伏产业指数的光伏50ETF（516880）涨约2%，再创年内新高。 消息面上，近日，六部门联合召开光伏产业座谈会。会议明确，将从四方面重点规范光伏行业秩序：一 是加强产业调控，二是遏制低价无序竞争，三是规范产品质量，四是支持行业自律。有分析认为，板块 受利好催化，或吸引"恐高"资金介入。 ...

Overall Market Performance - The market experienced a steady upward trend throughout the day, with the Shanghai Composite Index stabilizing above 3500 points. Over 2900 stocks in the Shanghai, Shenzhen, and Beijing markets rose, with total trading volume exceeding 1.51 trillion. By the close, the Shanghai Composite Index rose by 0.48%, the Shenzhen Component Index increased by 0.47%, and the ChiNext Index gained 0.22% [1]. Sector Performance - The financial sector continued to strengthen, with the four major banks (Industrial, Agricultural, Bank of China, and China Construction Bank) reaching new historical highs. South China Futures and others hit the daily limit [1]. - The photovoltaic sector saw a resurgence, particularly in the organic silicon segment, with stocks like Hongbai New Materials, Chenguang New Materials, and Tuori New Energy hitting the daily limit. Conversely, the PCB sector faced a correction, with Honghe Technology hitting the daily limit down [1]. Popular Concepts - Real estate stocks experienced a collective surge in the afternoon, with companies such as China Fortune Land Development, Shenzhen Properties, and Everbright Property hitting the daily limit [1].