智通财经APP获悉，光伏股全线走低，截至发稿，新特能源(01799)跌6.25%，报3.9港元；信义能源(03868)跌6.19%，报0.91港元；福莱特玻璃(06865)跌5.88%，报7.84港元；信义光能(00968)跌4.64%，报2.26港元。
消息面上，根据国家能源局的数据，今年1-4月光伏新增发电装机容量达104.93GW，同比增长74.59%；仅4月单月，新增光伏装机便达到45.22GW，同比激增215%，环比大涨123%。据时代财经报道，按照市场预期，“抢装潮”在4月30日兑现后，会在6月1日前再次出现，以尽量拿下带有保障性的政策电价。但自3、4月的抢装潮结束后，最后一轮的抢装潮却未在5月出现。
中原证券指出，“430”和“531”光伏抢装拉动市场需求提升，单晶硅片供应量环比增长。进入五月下旬后，单晶硅片行业整体开工率在 55%左右，预计后续抢装后市场需求将有所回落，在生产端盈利压力、行业自律以及控产保价的的背景下，行业供给量有望减缓，加速落后产能淘汰。
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