智通财经APP获悉，光伏股集体回落，截至发稿，新特能源(01799)跌5.35%，报4.42港元；信义光能(00968)跌4.05%，报2.37港元；福耀玻璃(03606)跌3.56%，报52.85港元；福莱特玻璃(06865)跌2.82%，报7.24港元。
消息面上，近日国家标准《晶体硅光伏组件和逆变器能效限定值及能效等级》已进入发布前最终审批阶段，预计短期内正式发布。广州期货表示，有消息认为将导致30%产能的退出，但据SMM统计，光伏组件年产能已达到1000GW以上，5月光伏组件产量为36.36GW，开工率仅为35％左右，且大部分为高效产能，淘汰低效产能预计不会影响短期的供需。
汇丰前海证券发布研报称，上海SNEC光伏展期间，看到不同公司展示的各类太空级钙钛矿电池产品，但考虑到可靠性问题且从太空收集足量数据以优化产品尚需时间，钙钛矿电池在太空领域的应用或较难且较慢。此外，鉴于2025年6月中国从上网电价系统向市场导向定价系统转换，2026年光伏供应链需求前景低迷。随着新进入者的入局，光伏组件行业竞争或将加剧。
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