今日盘中，光伏板块呈现全线下跌趋势，其中福莱特玻璃（06865.HK）表现尤为突出，股价大跌6%，引发市场关注。
据悉，此轮下跌主要源于市场对光伏行业短期需求的担忧。此前市场普遍预期6月1日前会出现新一轮"抢装潮"，以获取政策性电价保障。然而，继3、4月抢装潮后，5月份并未如期出现最后一轮抢装。这一情况可能导致短期内光伏产品需求回落，进而影响相关企业的业绩表现。
值得注意的是，中原证券指出，在生产端盈利压力、行业自律以及控产保价的背景下，行业供给量有望减缓，加速淘汰落后产能。这一趋势或将对行业长期发展产生积极影响，但短期内可能加剧市场波动。作为光伏玻璃龙头企业，福莱特玻璃的股价表现在一定程度上反映了投资者对行业前景的谨慎态度。投资者应密切关注政策走向和市场需求变化，审慎评估相关投资机会。
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