智通财经APP获悉，光伏股继续走低，截至发稿，福莱特玻璃(06865)跌6.04%，报8.56港元；新特能源(01799)跌5.5%，报5.15港元；信义光能(00968)跌2.98%，报2.93港元；凯盛新能(01108)跌2.62%，报3.71港元。
消息面上，4月1日光伏产品9%出口退税将全面取消，预计将使光伏组件的每瓦成本上升0.06元至0.07元。受此政策预期与上游成本攀升的共同驱动，隆基绿能、天合光能、晶澳科技等头部厂商近期密集发布涨价通知。但有业内人士表示，TOPCon组件在集中式场景里的实际成交价只有0.68元到0.70元/瓦，那些0.89元以上的报价“基本没有实际出货”。
分析人士称，从短期来看，受出口退税政策调整影响，一季度出货量有保证，但需求前置也暗藏隐忧。若海外经销商在3月底前完成集中囤货，可能导致二季度出现订单断层。与此同时，国内市场需求同样面临压力，从季节性规律来看，二季度是国内光伏装机的平稳期，且随着光伏装机基数逐年扩大，2026年国内新增装机增速预期或有所下滑。
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