智通财经APP获悉，光伏股跌幅扩大，截至发稿，凯盛新能(01108)跌7.57%，报4.03港元；信义光能(00968)跌5.01%，报3.41港元；福莱特玻璃(06865)跌4.03%，报11.42港元；新特能源(01799)跌2.65%，报7.72港元。
消息面上，据第一财经报道，记者根据已披露的2025年业绩预告统计发现，在已发布预告的32家光伏上市公司中，23家预计出现亏损，占比逾七成。其中，通威股份预计2025年净利润亏损区间达90亿元至100亿元，上年同期亏损70.39亿元。报道称，光伏主产业链的亏损明显加剧，主要由于各环节低迷的终端需求、产能阶段性过剩、产品价格上行受阻等多重因素。
值得注意的是，马斯克近期力挺太空光伏。报道称，业内人士认为，太空光伏的发展路径存在较高不确定性，短中期内尚难以形成规模化商业应用，无法消化地面光伏当前的过剩产能。行业走出低谷的关键，仍在于实实在在的供给侧出清、供需再平衡与资产负债表修复。
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