金吾财讯 | 光伏太阳能股震荡走强，截至发稿，协鑫新能源(00451)涨5.97%，协鑫科技(03800)涨2.61%，信义光能(00968)涨2.20%，新特能源(01799)涨1.90%，协合新能源(00182)涨1.59%，凯盛新能(01108)涨1.58%，福莱特玻璃(06865)涨1.34%。华龙证券发布研报称，行业方面，展望2026年，电新行业有望延续积极趋势，光伏供给侧过剩产能出清，电池技术升级有望带来新机会。维持行业“推荐”评级。个股方面，光伏板块建议关注具备现金、技术优势的主产业链龙头，辅材建议关注需求旺盛的支架环节，有望受益于铜代银趋势的浆料及粉材、光伏设备企业，出货向好的逆变器企业。中金发布研报称，3Q25国内光伏需求因抢装结束有所走弱，但得益于反内卷的助力，主产业链、玻璃等环节财务报表大幅改善，后续重点关注组件涨价及4Q25硅料企业利润的进一步释放。
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