金吾财讯 | 光伏太阳能板块跌幅明显，协鑫科技(03800)跌4.05%，协合新能源(00182)跌4.40%，新特能源(01799)跌4.80%，阳光能源(00757)跌4.69%，福莱特玻璃(06865)跌4.78%，福耀玻璃(03606)跌4.79%，蓝思科技(06613)跌6.59%，钧达股份(02865)跌8.92%，彩虹新能源(00438)跌9.66%。
消息面上，2026年国际太阳能光伏大会(SNEC)呈现产业格局切换，储能主题馆数量首次反超光伏电池组件展馆。行业生态同步转变，纯光伏单品参展企业大幅减少，隆基绿能、晶科能源、天合光能等头部组件企业全面布局储能，主打光储一体化方案；爱旭股份等企业深耕技术迭代，企业官宣2030年前将推出转化效率30%的光伏组件。协鑫科技业务重心转向锂电材料，20万吨磷酸铁锂项目进入调试阶段。
其他消息面上，东证期货发布研报称，光伏玻璃行业行业亏损仍在高位，目前光伏玻璃行业毛利率约为-51.23%。整体来看，若供给端不进行大规模调整，随着行业压力进一步加大，采购方压价意愿增强，光伏玻璃价格可能继续下跌。
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