智通财经APP获悉，光伏股延续跌势，截至发稿，钧达股份(02865)跌8.94%，报27.72港元；蓝思科技(06613)跌6.87%，报25.48港元；新特能源(01799)跌6.67%，报4.48港元；信义光能(00968)跌4.35%，报2.42港元。
消息面上，据国家能源局数据，4月份，太阳能发电装机容量952万千瓦，同比下降78.95%。此外，6月硅片、电池片、组件排产同比分别下滑8%、12.3%、18%。此外，6月2日下午，光伏协会组织企业召开一季度产销核查工作会议，招商期货指出，整体内容偏常态化沟通，暂无超预期政策及行业利好落地。
值得注意的是，5月27日，布鲁塞尔消息，欧洲太阳能制造委员会联合欧洲另外22家行业协会共同发布产业联合声明，敦促欧盟委员会更快、更果断地启用贸易防御工具，应对不公平贸易行为及各国政策催生的全球性产能过剩问题。此次联合发声覆盖光伏、钢铁、水泥、化工、玻璃、铝材等多个欧洲核心工业领域。
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