智通财经APP获悉，光伏股全线回落，截至发稿，蓝思科技(06613)跌5.9%，报21.06港元；福莱特玻璃(06865)跌5.04%，报8.23港元；信义玻璃(00868)跌2.1%，报10.72港元；信义光能(00968)跌1.92%，报3.06港元。
消息面上，德力股份近日宣布，与隆基绿能解除55亿元光伏玻璃采购协议。公告称，自2024年下半年起，光伏玻璃价格持续下行，导致光伏玻璃产品出现售价与成本倒挂现象，出现大额亏损。基于形势变化，蚌埠光能已于2025年1月停产。德力股份预计未来两年内不会启动光伏玻璃相关产线的复产、复工及规模化生产安排。
西部证券指出，光伏玻璃景气承压。整体来看，光伏玻璃行业产能出清较缓慢，主要原因为大部分产线运行时间较短，且“反内卷”信号频发，厂商做冷修决策较为谨慎；行业有较多在建、已建未投产等潜在新增产能。需持续关注厂商冷修节奏及“反内卷”进展。
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