金吾财讯 | 光伏太阳能股延续涨势，截至发稿，钧达股份(02865)涨9.86%，福莱特玻璃(06865)涨6.72%，协合新能源(00182)涨6.58%，协鑫科技(03800)涨5.75%，凯盛新能(01108)涨4.20%，蓝思科技(06613)涨3.95%，信义光能(00968)涨3.32%。华泰证券表示，需求增速下降+名义供给过剩背景下光伏产业链仍处于深度调整期，1Q26多数企业仍处于亏损状态。与此同时，在头部企业自律和市场化出清的共同作用下，1Q26该机构已经开始看到组件、电池、胶膜、银浆、热场等细分环节率先减亏/扭亏，该机构统计光伏产业链主流上市企业1Q26累计亏损103.3亿元，同比减亏9%/环比减亏57%；其中组件、电池、胶膜、银浆、焊带多数企业实现毛利率同比或环比修复。静待产业链供需关系再平衡后beta改善，贱金属降本领先的电池组件和浆料粉体公司有望率先迎来股价alpha。
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