金吾财讯 | 光伏太阳能午后普遍翻红，顺风清洁能源(01165)涨20.00%，凯盛新能(01108)涨4.51%，新特能源(01799)涨2.41%，协鑫科技(03800)涨2.24%，信义玻璃(00868)涨2.07%，福耀玻璃(03606)涨1.74%，信义光能(00968)涨1.69%，卡姆丹克太阳能(00712)涨1.47%，山高新能源(01250)涨1.23%，阳光能源(00757)涨1.08%，福莱特玻璃(06865)涨0.25%根据国家能源局数据，2025年9月国内光伏新增装机9.7GW，同比-53.8%，环比+31.2%。国内1-9月累积新增光伏装机240.27GW，同比+49.3%。9月逆变器出口额同比维持增长，环比持续下滑。根据海关总署数据，2025年9月逆变器出口额50.8亿元，同比+5.0%，环比-19.2%。1-9月累计出口额484.9亿元，同比+7.7%。
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