光伏股普遍走高，截至发稿，信义光能(00968)涨5.28%，报2.99港元；协鑫科技(03800)涨4.1%，报1.27港元；新特能源(01799)涨3.48%，报6.55港元；福莱特玻璃(06865)涨2.08%，报10.82港元。
消息面上，据证券时报报道，市场消息显示，多家硅片企业上调了硅片报价，不同尺寸的硅片价格涨幅在8%—11.7%。对此，多家硅片厂商人士向记者证实，在9日下午上调了硅片报价，而且是一线及二三线企业普遍上调。另据中国有色金属工业协会硅业分会发布的数据，本周硅料成交均价普遍环比上涨逾6%。
华泰证券认为，当前价格下光伏玻璃全行业或已亏损，而25H2需求缩量和高库存将进一步增大价格压力，因此“反内卷”的迫切性较强。东兴证券指出，今年以来高频次的政策发声，将反内卷提升至战略高度，表明了政府对于治理反内卷问题的决心，未来随着自上而下推动，光伏行业供给侧改革有望提速。
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