金吾财讯 | 光伏太阳能股普遍扬升，钧达股份(02865)涨6.43%，新特能源(01799)涨5.62%，信义玻璃(00868)涨3.59%，信义光能(00968)涨3.10%，凯盛新能(01108)涨3.07%，彩虹新能源(00438)涨2.41%，北京能源国际(00686)涨1.90%。国金证券表示，爱旭股份拟投资16.65亿逆势技改提升BC电池产能、与高景太阳能达成战略合作，天时地利人和助BC技术开疆拓土、相关企业超额盈利兑现；国内外商业航天再迎重量级进展，卫星批量发射节点渐近，市场风偏回升叠加设备出口限制预期消化，太空光伏、卫星制造相关标的布局窗口临近。
东方证券期货表示，当前光伏玻璃市场仍处于艰难调整期，行业供给收缩态势继续推进。供需失衡状态下，短期价格仍存在下行压力。但考虑到当前价格偏离成本线已较远，且部分高成本产能已进入非计划性冷修，预计跌幅有望逐步收敛。
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