光伏太阳能股普涨新特能源(01799)涨5.82% 机构指当前光伏板块仍处于较适合进行周期底部布局的窗口期

金吾财讯

Sep 02

金吾财讯 | 光伏太阳能股普涨，截至发稿，新特能源(01799)涨5.82%，协鑫科技(03800)涨5.47%，凯盛新能(01108)涨2.93%，卡姆丹克太阳能(00712)涨2.91%，北京能源国际(00686)涨2.27%，福莱特玻璃(06865)涨1.78%。消息面上，中国机电产品进出口商会发文称，2025年上半年，在全球关税政策、产能迁移、市场中心转移等多重因素共同作用下，我国光伏产品出口额为138.7亿美元，同比下降26.8%，出口品类出现明显分化：除电池片出口额同比大幅增长外，硅片与组件出口额同比均大幅下滑。其中，光伏硅片出口额为6亿美元，同比下降54.2%，出口量为29.4亿片，同比增长5%；光伏电池片出口额为17.3亿美元，同比增长31.1%，出口量为44.4GW，同比增长59.1%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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