智通财经APP获悉，光伏股集体走低，新特能源(01799)跌4.18%，报7.79港元；福莱特玻璃(06865)跌3.86%，报10.96港元；信义光能(00968)跌2.1%，报3.27港元；信义能源(03868)跌2.34%，报1.25港元。
高盛发布研报称，中国内地太阳能行业的股价自7月初有所上升，因反内卷下，上游价格上调，国内多晶硅价格在7月至8月升约40%，9月企业更指引进一步调升价格，以弥补生产配额管控与收购产能所产生的额外成本。该行认为市场已计入每公斤60元人民币的多晶硅价格，但考虑到需求前景疲弱，以及一线企业成本降低速度加快，此价格水平似乎过高。
中金指出，光伏行业经历上半年抢装及三季度行业挺价后，经营压力一定程度缓解，但债务压力仍然较大、供需关系尚未明显改善，“反内卷”必要性依旧。随着各部委、协会及企业的共同努力，部分环节的“反内卷”方案逐渐明晰，虽然整体仍有较大挑战，但该行仍看好“反内卷”的持续推进以及板块弹性。
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.