金吾财讯 | 光伏太阳能板块暴力拉升，卡姆丹克太阳能(00712)涨40.66%，顺风清洁能源(01165)涨42.11%，协鑫科技(03800)涨21.67%，信义光能(00968)涨17.45%，福莱特玻璃(06865)涨16.55%，新特能源(01799)涨12.66%，信义能源(03868)涨8.43%。据路创电子公司的要求，美国商务部正式启动变更情况审查(CCR)，此次审查旨在考虑是否可能部分撤销对源自中国的晶体硅光伏电池(不论是否组装成组件，即太阳能电池)的反倾销和反补贴税令，其中涉及若干小型低功率离网晶体硅光伏(CSPV)电池。国金证券表示，光伏协会连续出手维护行业生态与公平竞争秩序，助力行业景气筑底反转；供给侧洗牌仍将由市场化力量主导，预计24Q4-25Q1产能出清信号或将趋强，有望进一步加强市场对行业筑底、供需关系改善信心的建立。
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