金吾财讯 | 光伏太阳能股延续升势，信义光能(00968)涨5.42%，福莱特玻璃(06865)涨4.87%，协鑫科技(03800)涨2.90%，新特能源(01799)涨2.24%，水发兴业能源(00750)涨1.85%，凯盛新能(01108)涨1.83%，信义能源(03868)涨0.75%。消息面上，消息人士透露，备受关注的多晶硅重组“联合体”平台正在筹划中，收购方案具体细节仍在商讨。协鑫集团董事长朱共山与隆基绿能董事长钟宝申接受采访，朱共山表示，17家企业已基本签字，联合体搭建预计年内完成。开源证券表示，当前光伏行业反内卷已取得一定积极成效，Q3主链上游环节预计显著减亏。后续重点关注供需两条主线：（1）供给侧：硅料收储平台落地及产业链限产措施。（2）需求侧：关注“十五五”光伏装机需求支撑，出口退税取消及严禁低于成本价销售要求的执行。在供需两端反内卷的推进下，产业链供需关系有望迎来快速修复，并推动组件价格抬升。具备阿尔法的标的在行业贝塔修复中具备更大弹性。
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