金吾财讯 | 光伏太阳能股涨幅居前，截至发稿，顺风清洁能源(01165)涨6.67%，新特能源(01799)涨3.93%，福莱特玻璃(06865)涨3.46%，信义光能(00968)涨3.40%，卡姆丹克太阳能(00712)涨2.78%，协鑫科技(03800)涨2.20%。消息面上，日前，据报美国参议院可能不会削减对住宅屋顶太阳能装置的联邦税收优惠政策。美国参议员凯文·克莱默周二表示，负责税收立法的共和党议员正考虑推出一系列更优惠的清洁能源税收抵免政策，包括推迟到期期限。他还透露，立法者们也在讨论修改屋顶太阳能税收抵免政策。受此影响，美股光伏股涨幅居前。国联民生证券表示，2024年光伏设备板块短期景气度筑底，主要系产能过剩带来的行业压力;2025年供需政策有望倒逼新技术资本开支。从各环节来看，(1)硅片环节的新技术为低氧单晶炉+钨丝金刚线，单晶炉增加超导磁场或超大泵来解决N型硅片的同心圆&黑心片问题，金刚线基于钨丝母线进一步细线化提高硅棒出片率。(2)电池片环节的新技术为HJT、BC，HJT具有双面对称结构，BC正面无栅线遮挡，提高光转化效率。(3)组件环节新技术为0BB、叠栅降银增效技术，0BB是SMBB技术的升级，取消主栅只保留副栅;叠栅可理解为更极致的0BB，用“种子层+导电丝”完全取代“主栅+副栅”，进一步降低银浆耗量。
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