智通财经APP获悉，光伏股集体走低，信义光能(00968)跌6.42%，报3.34港元；福莱特玻璃(06865)跌5.76%，报11.62港元；新特能源(01799)跌4.13%，报7.9港元；福耀玻璃(03606)跌1.95%，报77.75港元。
华福证券此前发布电力设备周报表示，新能源就近消纳价格机制再完善，分布式光伏/ 储能及绿电直连迎确定性利好。硅料环节，9月行业减产力度有限且有提产，周产量仍可观，但签单不足致累库，市场关注下周企业自律会议情况；光伏玻璃环节，本周国内组件企业对光伏玻璃采买量减少，虽接受价格但抵触情绪高，部分消耗自身库存，组件排产计划再度下调，预计9月玻璃库存将上升。
方正中期期货表示，9月多晶硅产量维持高位，供给持续宽松，新疆、青海、宁夏持续复产放量，云南地区也达到满产状态。前期所谓企业自律限产减产消息仍未见端倪。受电池片海外需求向好，下游对多晶硅高供给有一定承接，但市场总体仍处于供过于求态势。该行表示，但近期基本面并非市场关注焦点，反内卷政策预期下，期现价格的运行主逻辑仍依赖于未来政策的明确性与落地程度，关注本周多晶硅行业自律会议的具体情况。
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