金吾财讯 | 光伏太阳能股普跌，截至发稿，阳光能源(00757)跌4.71%，协鑫科技(03800)跌4.42%，协鑫新能源(00451)跌2.70%，山高新能源(01250)跌1.42%，信义玻璃(00868)跌1.33%，凯盛新能(01108)跌1.33%，福莱特玻璃(06865)跌1.02%。花旗发布研报称，本周光伏产品价格相对稳定，有成本水平可能起到支撑作用，尽管光伏玻璃产品价格下调2-3%，主要原因是库存压力以及需求疲软。截至12月4日，光伏企业的平均库存期较9月底的15天，增至31.1天，是9月底的两倍多。由于今年底没有安装高峰期，近期中国太阳能装置需求较低。除多晶硅产能恢复外，大多数组件的月度需求预计在12月将下降，因为计划减产。花旗预计多晶硅价格下行空间有限，主要是有成本水平的支持。在中国光伏领域，更看好逆变器(inverter)厂商，例如阳光电源和大宇，它们受益于储能系统的高需求增长；同时，多晶硅制造商也受益于预计在2026年出台的反内卷措施，这些措施旨在缓解产能过剩。
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