金吾财讯 | 光伏太阳能普遍承压，顺风清洁能源(01165)跌5.88%，福莱特玻璃(06865)跌3.84%，协鑫科技(03800)跌2.41%，信义光能(00968)跌2.81%，新特能源(01799)跌2.23%，信义玻璃(00868)跌1.96%，凯盛新能(01108)跌1.04%，协合新能源(00182)跌1.03%。华龙证券表示，光伏主产业链（硅料、硅片、电池片、组件）各环节营业收入、归母净利润大多同比下滑，且2025年Q1毛利率净利率均为负；主产业链基本处于亏损状态且2025年Q1经营性现金流量净额合计-53亿元，趋势上环比转负，反映出行业产能过剩的压力仍然存在。展望2025年H2，行业供给侧仍需加速出清，该行预计能耗管控、行业自律相关政策有望落地，引导光伏企业减少扩产、加强技术创新、降低生产成本。
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