周五盘中，福莱特玻璃（06865）股价出现大幅下跌，跌幅达5.19%，引发市场关注。这一跌势与整个光伏板块的普遍下滑趋势相呼应，反映出投资者对该行业短期前景的担忧。
据市场分析，福莱特玻璃股价下跌主要受以下因素影响：首先，光伏行业目前面临供需失衡的挑战。中信建投证券发布的研报指出，行业当前核心矛盾在于反内卷推动产能出清，包括整治低于成本价销售、产能整合及淘汰落后产能等措施。其次，有关多晶硅收储平台已成立的传闻被证实为不实消息，这可能加剧了市场对行业供需平衡的担忧。
值得注意的是，国内光伏新增装机量已连续三个月下滑，8月新增装机同比下降55.29%，环比下降33.33%。这一趋势表明，继"531抢装潮"后，市场需求可能出现放缓。国信证券分析认为，光伏企业未来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装机需求。在这一背景下，福莱特玻璃等光伏产业链企业的股价承压，投资者对行业前景保持谨慎态度。
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