金吾财讯 | 光伏太阳能股部分走强，截至发稿，新特能源(01799)涨4.27%，协鑫科技(03800)涨2.50%，信义光能(00968)涨2.42%，凯盛新能(01108)涨1.91%，福莱特玻璃(06865)涨1.69%，阳光能源(00757)涨1.54%。消息面上，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。
中信建投证券研报指出，从2024年年报及2025年一季报情况来看，光伏行业盈利能力明显回落。但当前研报认为光伏行业报表端底部已经出现，四季度大量固定资产减值以及一季度东南亚双反影响已体现至报表，预计盈利能力进一步恶化概率较小。
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