金吾财讯 | 光伏太阳能股延续升势，截至发稿，新特能源(01799)涨3.35%，信义光能(00968)涨3.02%，福耀玻璃(03606)涨3.00%，水发兴业能源(00750)涨1.75%，协鑫新能源(00451)涨1.32%。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。国金证券发布研报称，2025年上半年光伏行业量增利减，抢装带动下需求维持高景气，但价格仍维持较低水平，各环节盈利承压。25Q2国内入市新政带来抢装需求释放、海外需求维持高景气，但供给仍相对充足，产业链价格整体处于低位。企业半年报进一步验证光伏产业链价格、盈利底部夯实；“反内卷”行动扎实推进2个月以来，对产品价格修复效果显著、参与主体持续扩大(包括监管单位与产业链上下游企业)，光伏板块仍处于较适合进行周期底部布局的窗口期。
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