智通财经APP获悉，光伏股集体走低，截至发稿，福莱特玻璃(06865)跌7.24%，报10.76港元；信义光能(00968)跌6.13%，报3.37港元；信义玻璃(00868)跌5.38%，报8.61港元；新特能源(01799)跌4.18%，报7.8港元。
消息面上，年初“136号文”出台引发“抢装潮”，光伏新增装机同比翻倍，行业对全年装机预期有所增高。但“抢装潮”在5月末落幕，6月、7月、8月装机持续创下新低，环比降幅也在不断扩大。国信证券表示，后续光伏企业盈利情况主要取决于产能出清节奏与上网电价市场化后的光伏装机需求。
南华期货则表示，多晶硅方面，从时间维度看，当前市场已经反应完9月份光伏收储平台未落地的现状，但市场又传言10月中旬光伏收储平台落地，需重点关注光伏会议以及市场情况。其次，随着11月份的临近，市场将逐渐进入广期所规定的11月份多晶硅仓单集中注销周期，若届时多头缺乏承接意愿，PS2511合约可能面临较大平仓压力。
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