金吾财讯 | 光伏太阳能股集体受压，协鑫新能源(00451)跌6.31%，信义光能(00968)跌3.37%，协鑫科技(03800)跌3.06%，新特能源(01799)跌2.83%，信义能源(03868)跌2.52%，山高新能源(01250)跌2.47%，钧达股份(02865)跌2.41%。德意志银行于2026年4月9日发布中国太阳能行业月度更新报告，警示行业正面临新的低谷周期。研报显示，继3月出口增值税退税到期前的需求反弹后，根据SMM数据，2026年4月太阳能需求预计环比锐减18%至32吉瓦，这一数字亦较2025年月度平均需求低31%。报告认为，由于反内卷政策的不确定性及供给侧生产配额机制面临反垄断审查，当前行业环境与2025年6月的低谷期相似甚至更严峻。
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