智通财经APP获悉，光伏股早盘走高，截至发稿，信义光能(00968)涨3.02%，报3.41港元；福耀玻璃(03606)涨2.65%，报71.75港元；协鑫新能源(00451)涨2.63%，报0.78港元；新特能源(01799)涨1.54%，报7.89港元。
消息面上，9月1日，市场有消息称，多晶硅产业重组将按照预期推进，有企业高管透露，更多信息将很快公布，但重组改革能否在年内实施仍不确定。据SMM数据，当前，国内头部多晶硅企业纷纷上调报价。9月2日，多晶硅N型复投料的平均报价为51100元/吨。一德期货分析师张海端表示，8月底，部分拉晶企业对硅料采购也偏积极，低价货源减少，厂家库存明显回落，硅料报价有进一步调涨的预期。
中金指出，“反内卷”预期事实上并未充分反映，看好后续板块空间。市场普遍预期9月将是光伏反内卷方案实施的重要节点，观察整体光伏板块的表现，7 月“反内卷”引发热烈讨论以来，光伏指数并未相较于沪深有显著超额收益，因此若后续政策落地，板块标的仍有较大空间。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.