智通财经APP获悉，部分光伏股早盘走高，截至发稿，新特能源(01799)涨7.07%，报9.24港元；福莱特玻璃(06865)涨5.56%，报12.52港元；协鑫科技(03800)涨3.73%，报1.39港元；信义光能(00968)涨3.22%，报3.85港元。
消息面上，9月以来，光伏产业链价格持续走高。中原证券发布研报称，9月，多晶硅料、硅片、电池和光伏组件价格均出现上涨，但上游价格涨幅高于下游。光伏玻璃受龙头企业减产，行业库存降低，供给量收缩等因素影响，价格逐步回暖。展望后市，前期抢装后整体市场乏力，集中式项目拉动装机需求，考虑到终端组件价格承接力度以及反内卷措施的影响，光伏产业链价格将趋于平稳。
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