智通财经APP获悉，光伏股尾盘跌幅扩大，截至发稿，新特能源(01799)跌4.41%，报7.16港元；福莱特玻璃(06865)跌3.72%，报10.88港元；福耀玻璃(03606)跌2.45%，报57.65港元；信义光能(00968)跌0.92%，报3.24港元。
消息面上，7月23日，国家能源局发布1-6月份全国电力工业统计数据显示，6月太阳能发电新增装机量为14.36GW，同比下降38%，相较于5月的92.92GW，环比大幅回落85%，呈现断崖式下跌。业内人士指出，这一现象与“530政策”节点后抢装潮退坡直接相关。InfoLink高级分析师方文正指出，市场化电价带来的收益不确定性，使投资方趋于谨慎，部分已招标项目被迫终止。
中信期货发布研报称，7月以来硅产业链供应端消息层出不穷，多晶硅作为能源品价格也出现明显抬升。供给端，预计6-7月多晶硅产量将回升至10万吨以上，中长期来看需要关注反内卷政策是否会限制多晶硅的供应。需求端，1-5月份光伏装机增速大幅度提高，透支了下半年装机的需求。考虑到下半年光伏装机的下降，多晶硅后续需求有继续走弱的风险。总体来看，多晶硅供需现实仍有压力，关注资金情绪以及后续政策落地情况，如若政策落地不及预期价格也存在反向波动风险。
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