光伏太阳能向好信义玻璃(00868)涨近3% 机构料今年全球新增光伏装机同增11%

金吾财讯

Dec 19, 2025

金吾财讯 | 光伏太阳能向好，山高新能源(01250)涨3.16%，信义玻璃(00868)涨2.85%，信义能源(03868)涨2.65%，阳光能源(00757)涨2.50%，信义光能(00968)涨2.38%，福莱特玻璃(06865)涨1.75%，凯盛新能(01108)涨1.57%，协鑫科技(03800)涨0.92%，新特能源(01799)涨0.56%。

中国光伏行业协会发布的数据显示，2025年前三季度，光伏主产业链环节31家企业营业收入同比下降16.9%，其中第三季度同比下降11.7%，环比下降约5%。不过，主产业链环节盈利能力逐渐改善，企业亏损持续收窄。2025年前三季度，光伏主产业链环节31家企业亏损310.39亿元，其中第三季度亏损64.22亿元，相比第二季度亏损减少56.18亿元，环比收窄约46.7%。

东吴证券研报指出，2025年国内受136号文影响1-10月装机252.87GW，同比+39%，整体装机处于高位，预计全年装机290GW，26年装机215GW，同降26%。海外市场，预计25年美国/欧洲新增装机50/70GW，同比持平，后续保持15-21%稳定增长态势。新兴市场贡献较多增量，尤其是中东及印度国家项目规划推动，装机增速或超预期，预计25年分别达28/31GW，同增87%/29%。该机构预计2025年全球新增光伏装机599GW，同增11%，预计2026年全球新增光伏装机588GW，同减2%，受国内装机有所回落所致。

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Xinyi Glass (00868) rose nearly 3%. Institutions expect global new photovoltaic installed capacity to increase by 11% year-on-year this year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"000591":1.5,"03868":0.9,"03800":0.9,"00968":0.9,"00757":0.9,"01108":0.9,"01799":0.9,"00868":1.5,"01250":0.9,"06865":0.9},"content_text":"金吾财讯 | 光伏太阳能向好，山高新能源(01250)涨3.16%，信义玻璃(00868)涨2.85%，信义能源(03868)涨2.65%，阳光能源(00757)涨2.50%，信义光能(00968)涨2.38%，福莱特玻璃(06865)涨1.75%，凯盛新能(01108)涨1.57%，协鑫科技(03800)涨0.92%，新特能源(01799)涨0.56%。中国光伏行业协会发布的数据显示，2025年前三季度，光伏主产业链环节31家企业营业收入同比下降16.9%，其中第三季度同比下降11.7%，环比下降约5%。不过，主产业链环节盈利能力逐渐改善，企业亏损持续收窄。2025年前三季度，光伏主产业链环节31家企业亏损310.39亿元，其中第三季度亏损64.22亿元，相比第二季度亏损减少56.18亿元，环比收窄约46.7%。东吴证券研报指出，2025年国内受136号文影响1-10月装机252.87GW，同比+39%，整体装机处于高位，预计全年装机290GW，26年装机215GW，同降26%。海外市场，预计25年美国/欧洲新增装机50/70GW，同比持平，后续保持15-21%稳定增长态势。新兴市场贡献较多增量，尤其是中东及印度国家项目规划推动，装机增速或超预期，预计25年分别达28/31GW，同增87%/29%。该机构预计2025年全球新增光伏装机599GW，同增11%，预计2026年全球新增光伏装机588GW，同减2%，受国内装机有所回落所致。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}