智通财经APP获悉，光伏股午后涨幅扩大，截至发稿，协鑫科技(03800)涨4.2%，报1.24港元；信义光能(00968)涨3.45%，报3.3港元；福莱特玻璃(06865)涨2.14%，报10.5港元；信义玻璃(00868)涨1.76%，报8.66港元。
消息面上，据上证报报道，爱旭股份、弘元绿能等部分光伏组件厂商出现业绩好转态势，上半年实现减亏或扭亏。专家认为，在光伏行业“反内卷”进程持续推进的背景下，随着多晶硅环节的价格调整逐步被下游市场接纳，组件价格回归成本线上指日可待。全行业维持低负荷生产、低毛利率水平，或将成为常态。此外，光伏行业推进“反内卷”，不能仅聚焦制造端发力，资产端的作用同样关键。
光大证券发布研报称，本周华润、华电两次组件投标的成交均价位于0.7103-0.7461 元/W，价格明显上涨，有利于减少制造端企业亏损程度。价格上涨是电站企业对反内卷政策的积极响应，也会对市场情绪产生积极影响。但需要警惕电站企业收益率会受136号文和制造端的双重挤压，后续需关注政策如何进一步刺激需求，预计碳相关政策或加速。
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