智通财经APP获悉，光伏股集体走低，截至发稿，福莱特玻璃(06865)跌3.95%，报8.5港元；新特能源(01799)跌2.9%，报4.35港元；信义光能(00968)跌2.41%，报2.43港元；信义玻璃(00868)跌2.22%，报7.48港元。
消息面上，日前，中国机电商会发布2025年第一季度我国光伏产品对外贸易分析。2025年第一季度，我国光伏产品出口额为67.1亿美元，同比下降30.5%。其中，我国对欧盟出口光伏组件金额为18亿美元，同比下降38.8%，出口量约18.6GW，同比下降15.6%，对欧出口份额下降3个百分点至32.2%。
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。
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