智通财经APP获悉，光伏股多数回暖，截至发稿，新特能源(01799)涨2.81%，报4.75港元；福莱特玻璃(06865)涨1.81%，报9.02港元；协鑫新能源(00451)涨1.54%，报0.33港元；协鑫科技(03800)涨1.28%，报0.79港元。
国开证券发布研报称，在全球能源转型的大背景下，国内光伏政策积极引导产业链产能出清，但供需关系的改善，需要进一步观察出清速度以及业绩拐点的出现。由于可再生能源装机占比的不断提升，电网稳定性与调节能力备受关注，叠加旺季来临，预计后续亚非市场的户储和大储需求将进一步提升，看好逆变器需求增长。
需要关注的是，中原证券指出，政策节点导致的阶段性抢装需求兑现，光伏产品价格呈回落态势。展望后市，美国对中国以及东南亚等光伏主要生产区域大幅加征关税对光伏产品出口预期形成负面冲击。预期企业将继续分散市场，寻求新兴市场增长点。另一方面，行业实现彻底的供需扭转、再次景气上行仍需更多积极因素推动，行业仍将处于去产能周期。
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