智通财经APP获悉，光伏股今日普跌，截至发稿，次新股钧达股份(02865)跌9.77%，报24港元；新特能源(01799)跌3.67%，报4.46港元；信义光能(00968)跌3.13%，报2.48港元；凯盛新能(01108)跌2.66%，报3.66港元；福耀玻璃(03606)跌1.47%，报53.75港元。
消息面上，受电力市场化新政影响，国内光伏装机需求前置并出现短暂的“抢装潮”，但对于一季度业绩修复有限。隆众资讯光伏分析师方文正表示，国内光伏“抢装潮”虽在一定程度上推动组件价格的反弹，但反弹时间短暂且幅度有限。与此同时，高库存、政策扰动、成本压力及国际贸易风险仍然困扰着企业。
华泰证券表示，24年光伏需求高景气，但受制于行业供需错配，价格持续下跌，各环节盈利承压。25Q1新能源入市交易政策驱动抢装需求释放，产业链价格阶段性回升，叠加计提减值下降，亏损环比收窄；展望Q2，该行预计抢装排产结束或进入需求真空期，产业链量价或短期承压。
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