今日盘中，港股光伏板块集体走低，其中福莱特玻璃（06865）大跌5.32%，引发市场关注。
据业内消息，多家硅片企业近期降价，反映出光伏行业供需失衡的状况。上海有色网报道，183N、210R和210N等规格硅片价格均有不同程度下调。分析指出，这主要是由于硅片市场供应过剩，加之电池厂收紧需求并实施限价采购，导致部分现金流紧张的二三线硅片企业出现恐慌性抛售。
光伏产业链的整体低迷也反映在终端需求上。中信期货近期报告指出，当前光伏终端需求依然偏弱，虽然硅片需求保持相对高位，但月内硅料产销仅维持相对平衡。市场普遍认为，在反内卷政策尚未明确落地的情况下，光伏行业可能面临进一步的价格压力和产能出清。这一系列因素共同导致了包括福莱特玻璃在内的多只光伏股今日的显著下跌。
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