Polysilicon is a key component in solar cells.
Liang singled out Suntech Power Holdings Co. Ltd. as a favorite because weakening prices in the second half of the year could shake out the industry and leave Suntech in a stronger relative position.
Suntech rose $3.84, or 8.6 percent, to $48.63.
Elsewhere in the sector, shares of SunPower Corp. gained $6.80, or 7.6 percent, to $95.86, and First Solar Inc. rose $11.44, or 3.8 percent, to $315.51 Earlier, First Solar shares hit a new high of $317.
JA Solar Holdings Co. Ltd. added $1.71, or 7.2 percent, to $25.41, and Akeena Solar Inc. rose 53 cents, or 9.8 percent, to $5.83.