金吾财讯 | 光伏太阳能早盘承压下行，卡姆丹克太阳能(00712)跌3.42%，阳光能源(00757)跌2.54%，山高新能源(01250)跌2.11%，福莱特玻璃(06865)跌2.07%，信义光能(00968)跌1.83%中原证券研报指出，2025年8月，国内新增光伏装机容量7.36GW，同比下滑55.29%，前八个月国内累计新增光伏装机230.61GW，同比增长64.73%。光伏组件出口方面，7月单月光伏组件出口量21.25GW，环比下降2.07%。截至9月底，国内在产多晶硅企业数量维持在10家，整体开工率保持相对低位，硅料供应总体稳定，各环节库存压力尚未有效缓解。硅片市场上下游处于僵持博弈状态，行业整体开工率小幅增加。光伏玻璃在产日熔量持续回落，库存天数回落至低位。该机构表示，展望后市，围绕反内卷的产品销售价格措施、企业间并购整合、行业准入门槛的提高以及产品质量标准提高政策将会相继落地。光伏行业竞争格局和产业链生态有望优化，估值存在修复契机。
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.