智通财经APP获悉，光伏股集体走低，截至发稿，蓝思科技(06613)跌4.72%，报21.4港元；信义光能(00968)跌4.9%，报2.72港元；新特能源(01799)跌2.59%，报5.64港元；福莱特玻璃(06865)跌2.35%，报7.88港元。
消息面上，国家能源局公布2026年一季度光伏发电建设情况，2026年一季度新增并网容量4118.9万千瓦；其中集中式光伏电站1961.9万千瓦，分布式光伏2157.0万千瓦。
东证期货表示，随着光伏玻璃市场持续供需失衡，目前价格水平已显著击穿行业平均现金成本线，多数企业陷入深度亏损，目前行业毛利率约为-59.06%。整体来看，若供需再平衡迟迟未能实现，价格下跌节奏或将加快，进而倒逼高成本产能加速出清，行业洗牌在所难免。
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