今日盘中，信义玻璃（00868）股价大跌5.60%，引发市场关注。该股下跌并非孤例，多只光伏股今日集体走低，反映出投资者对光伏行业前景的担忧情绪。
据悉，年初"136号文"出台曾引发"抢装潮"，导致光伏新增装机同比翻倍。然而，这股热潮在5月末已经结束，随后的6月、7月、8月装机量持续创下新低，环比降幅不断扩大。分析人士指出，光伏企业未来的盈利情况将主要取决于产能出清节奏与上网电价市场化后的光伏装机需求。
市场还在关注即将到来的多项因素，包括10月中旬可能落地的光伏收储平台，以及11月份多晶硅仓单集中注销周期。这些不确定性因素加剧了投资者的谨慎情绪，导致包括信义玻璃在内的光伏股价格承压。业内人士建议，投资者应密切关注行业政策动向和市场需求变化，以评估光伏板块的投资机会。
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