智通财经APP获悉，光伏股多数走低，截至发稿，新特能源(01799)跌5.59%，报8.45港元；福莱特玻璃(06865)跌4.49%，报12.75港元；信义光能(00968)跌3.06%，报3.8港元。
消息面上，据上海有色网，多家硅片企业降价，其中183N硅片区间价 1.25-1.3元/片；210R硅片区间价1.28-1.3元片；210N硅片区间价1.6-1.65元/片。SMM分析，硅片市场供应格局因过量代工转差，11月电池厂收紧需求并进行限价采购，采购订单骤减后，现金流紧张的二三线硅片企业出现恐慌性抛售所致。受此影响11日硅料期货盘中价格跳水。
中信期货近日指出，受反内卷政策尚未落地影响，价格如期出现一定回落；当前价格进入复杂博奔期，建议以观望为主。同时，光伏终端需求依然偏弱，但硅片需求保持相对高位，月内硅料产销较为平衡。后续密切关注多品硅平台企业落地的情况，硅料企业对于价格红线的执行力度，以及光伏行业产能出清的进展。
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