智通财经APP获悉，光伏股集体下跌，截至发稿，新特能源(01799)跌4.39%，报4.57港元；信义光能(00968)跌2.29%，报2.56港元；福莱特玻璃(06865)跌2.06%，报9.04港元；彩虹新能源(00438)跌1.48%，报2港元。
消息面上，据澎湃新闻报道，近日市场流传一则硅料收储挺价“小作文”。一位头部硅料厂知情人士对澎湃新闻透露，确实有企业提出了类似“收储”的减产方案，但各方还未敲定具体细节，但也有多位业内人士对该方案的可行性提出了质疑。据每日经济新闻报道，从各家企业受访者反馈的信息来看，头部硅料企业的产能利用率有的在20%到30%之间，有的比30%多一点，各家情况不一样但产能利用率普遍较低。
中信建投发布研报称，从产能端来看，行业扩产意愿受低盈利影响已明显下降，固定资产增速预计未来一年将大幅回落，但存量产能仍明显高于需求。行业后续需要重点关注上游去库以及产能出清进度。华泰证券此前指出，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。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.