异动解读 | 福莱特玻璃股价盘中大涨5.07%,光伏板块整体走强

异动解读
Sep 24, 2025

福莱特玻璃(06865)今日盘中大涨5.07%,引发市场关注。与此同时,整个光伏太阳能板块午后走高,多只相关个股出现明显上涨。

数据显示,信义光能(00968)涨幅达4.6%,信义玻璃(00868)上涨4.43%,顺风清洁能源(01165)涨4.35%,协鑫科技(03800)上涨3.97%,新特能源(01799)涨幅为2.76%。这一波涨势背后,有多重利好因素支撑。

国家能源局局长王宏志近日在《学习时报》发表文章,强调要"以更大力度推动我国新能源高质量发展"。文章指出,将通过技术创新驱动降本增效,有序推动老旧电站改造升级,提升新能源电站参与电力市场竞争的能力。同时,文章还提到要加快解决产业链上下游阶段性供需失衡问题,整治光伏产业"内卷式"竞争,推动光伏等产业提质升级。此外,广东省近期发布的《关于深化新能源上网电价市场化改革促进新能源高质量发展的实施方案》也为行业发展注入新动力,其中提出推动新能源上网电量全面参与市场交易。这些政策信号无疑增强了投资者对光伏行业前景的信心,推动相关个股走强。

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