智通财经APP获悉，光伏股集体走低，截至发稿，信义光能(00968)跌3.82%，报3.27港元；信义玻璃(00868)跌3.3%，报8.5港元；新特能源(01799)跌2.8%，报6.95港元；福莱特玻璃(06865)跌2.64%，报10.33港元。
消息面上，硅业分会近日指出，市场供需失衡的困局再次加码。为缓解供需压力，部分硅料企业正计划协同限产，若限产落实到位，9月份产出有望环比持平，供需压力暂缓。据财联社此前报道，多家光伏企业接到通知，参加8月19日相关部门组织的光伏企业座谈会。
世纪证券指出，上周主材价格整体报价及成交价格均无明显变化，组件需求疲软影响逐渐显现，TOPCon组件现货新单小量签订在0.65-0.7元人民币不等的水平，但后续订单报价已开始走跌。展望后市，本轮光伏行情主要为基于“反内卷”政策驱动，若政策未落地且价格无法向下游顺利传导，光伏行业拐点来临仍具有较大不确定性，因此需要继续观察后续政策的落地情况。
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