福莱特玻璃（06865.HK）今日盘中大跌5%，报10.26港元。这一跌势并非个例，而是光伏板块整体走低的缩影。
据报道，光伏股今日早盘普遍下跌。除福莱特玻璃外，新特能源（01799.HK）跌4.75%，信义光能（00968.HK）跌3.75%，信义玻璃（00868.HK）亦跌3.75%。这种全线下跌的现象引发了市场的关注。
值得注意的是，中国光伏行业协会近日发布了一则澄清声明，表示有关光伏行业反内卷，特别是多晶硅方面工作的某些自媒体报道与实际情况严重不符。协会呼吁公众不信谣、不传谣，并强调将以法制化、市场化原则推进反内卷工作。然而，这一澄清似乎未能有效提振市场信心。分析人士指出，在市场情绪和政策预期的影响下，多晶硅价格仍维持偏强预期，但需警惕后市政策不及预期，情绪降温后价格可能回调。这种不确定性可能是导致光伏股，包括福莱特玻璃在内的相关个股出现下跌的原因之一。
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