今日盘中，福莱特玻璃（06865）股价大跌5.32%，引发市场关注。该公司作为光伏玻璃龙头企业，此次下跌反映了整个光伏行业面临的挑战。
据市场消息，光伏产业链上游硅片价格出现大幅下调。多家硅片企业降价，其中183N硅片区间价降至1.25-1.3元/片，210R硅片区间价降至1.28-1.3元/片，210N硅片区间价降至1.6-1.65元/片。分析认为，这一降价趋势源于硅片市场供应过剩，加上电池厂收紧需求并实施限价采购，导致部分中小硅片企业出现恐慌性抛售。
此外，光伏终端需求持续疲软，而硅片需求仍相对高位，造成了行业供需失衡。市场普遍担忧，这种失衡可能会进一步影响整个光伏产业链，包括福莱特玻璃在内的上游原材料供应商。投资者正密切关注反内卷政策的落地情况，以及行业产能出清的进展，这些因素将对光伏股的未来表现产生重要影响。
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