光伏太阳能股随大市走高阳光能源(00757)涨3.61% 机构料光伏反内卷有望得到进一步落实与加强

金吾财讯

Jan 06

金吾财讯 | 光伏太阳能股随大市走高，截至发稿，阳光能源(00757)涨3.61%，信义玻璃(00868)涨3.56%，福莱特玻璃(06865)涨2.94%，信义光能(00968)涨2.60%协鑫科技(03800)涨1.77%，信义能源(03868)涨1.75%，新特能源(01799)涨1.58%。国盛证券发布研报称，国内光伏新增装机延续“稳中有升”态势，1–10月累计达252.87GW，同比增长39%，其中政策驱动下的抢装潮推动5月单月装机高达92.92GW。供给侧来看，行业2025年迎来系统性“反内卷”拐点。价格自7月低点上涨近50%，多晶硅行业整合启动，预计2026年价格中枢将稳定于60–80元/kg，龙头盈利有望显著修复。技术端，BC技术凭借背面无遮挡设计实现高端分布式溢价，钙钛矿正式迈入GW级量产元年，去银化加速。

广发证券发布研报称，展望2026年光储行业，国内多省份容量电价机制有望落地，储能经济性迎来拐点；海外数据中心建设带动储能需求快速增长，2026年AIDC进入“交付大年”，美国新增13GW数据中心将拉动10.7-25GWh配储需求。光伏行业方面，在市场监管总局的进一步要求下，光伏反内卷有望得到进一步落实与加强，行业盈利改善可期，看好光伏产业链下游组件环节的盈利改善；需求端，预计2026年全球光伏新增装机近580GW，同比+6%。

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