智通财经APP获悉，光伏股继续反弹，截至发稿，福莱特玻璃(06865)涨6.26%，报10.19港元；信义光能(00968)涨4.89%，报3.43港元；新特能源(01799)涨4.31%，报6.53港元；协鑫科技(03800)涨3.64%，报1.14港元。
消息面上，据财联社报道，光伏产业链价格有所回升，但行业亦清醒认识到，当前阶段性供需失衡格局尚未完全改善；如何巩固反内卷成果、推动行业从价格竞争转向高质量发展，成为今年能源界代表委员关注的焦点议题，光伏头部企业代表、委员，在相关建议中均提及反“内卷”相关措施。
摩根大通发布研报称，光伏行业的反内卷行动出现预期中的负面转折，多晶硅现货价格由2月每公斤高于50元人民币，回落至3月初的48元。该行认为是因《价格法》中对“生产成本”的定义不明确，部分生产商在现金流压力下以较低价格去库存。该行认为，不论政策路径如何，均会促进行业整合，只是时间的分别。
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