港股异动 | 光伏股早盘再度下跌光伏行业协会澄清涉多晶硅传闻情绪降温后价格或迎回调

智通财经

Jul 31

智通财经APP获悉，光伏股早盘再度下跌，截至发稿，新特能源(01799)跌4.75%，报7.02港元；福莱特玻璃(06865)跌3.52%，报10.42港元；信义光能(00968)跌3.75%，报3.08港元；信义玻璃(00868)跌3.75%，报8.22港元。

消息面上，中国光伏行业协会发布一则澄清信息称，近日有部分自媒体发布了关于光伏行业反内卷，特别是多晶硅方面工作的新闻。该协会称“相关内容与实际情况严重不符，请大家不信谣，不传谣”。协会表示，将秉着法制化、市场化原则推进反内卷工作，力求尽快走出内卷式恶性竞争，请大家一切以官方发布信息为准，并感谢大家对光伏行业的支持，坦言任重道远。

值得注意的是，光伏行业协会并未明确提及澄清事项的具体细节。据证券时报记者从业内多方获悉，光伏行业协会本次澄清内容或与市场传闻的多晶硅行业以大收小的收储事项有关。此外，金瑞期货锂硅研究员刘钟颖表示，上周多晶硅产量达2.55万吨，环比增加2500吨。下游排产维持低位，多晶硅基本面存在边际走弱迹象，价格走势与基本面相悖。在市场情绪和政策预期加持下，多晶硅价格仍然维持偏强预期，但需警惕后市政策不及预期，情绪降温后价格回调。

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