港股光伏太阳能板块集体走高，阳光能源涨超7%
6月11日，港股光伏太阳能板块集体走高，阳光能源涨超7%，新特能源涨近7%，北京能源国际涨超4%，协鑫新能源涨超3%。
2025年SNEC国际太阳能光伏与智慧能源大会暨展览会于6月11日至13日在上海举行。根据主办方消息，共有来自全球100多个国家光伏从业者和3000多家企业参会。据头部企业负责人透露，围绕硅料产能的供给侧改革或已在推进中，中下游的拉晶切片、电池组件环节也即将迎来深度整合，更多的去产能和去库存建议和措施有望得到实质性落实。
中信证券指出，目前行业仍处于供给出清阶段，光伏行业作为国内“反内卷”的代表型行业之一，短期重点关注政策端变化，另外新技术迭代也是本轮产能出清的核心驱动力之一。中金此前指出，SNEC展临近，光伏新技术的关注度有所上升，重点关注浆料(高铜浆料)、BC技术、以及beta修复弹性相对较大的硅料环节和电池片等。
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