光伏板块集体承压 蓝思科技(06613)跌4.73% 国内光伏产业进入产能出清阶段

金吾财讯
Jul 08

金吾财讯 | 光伏板块集体承压,福耀玻璃(03606)跌0.95%,信义能源(03868)跌1.12%,新特能源(01799)跌1.23%,凯盛新能(01108)跌1.29%,福莱特玻璃(06865)跌1.78%,信义光能(00968)跌2.97%,钧达股份(02865)跌3.59%,蓝思科技(06613)跌4.73%。消息面上,装机数据是压制板块情绪的最直接因素。2026年1-5月国内光伏新增装机仅59.59GW,同比骤降约70%,其中5月单月新增装机仅8.68GW,同比暴跌91%。这一数据大幅低于市场预期,2025年同期因“531抢装”形成的高基数效应加剧了同比跌幅。需求疲软的核心原因在于电力市场化改革的冲击。新能源全面入市后,光伏现货出清价格极低——以陕西为例,2026年5月省内光伏实时出清加权均价仅35.85元/MWh,严重压缩了电站投资回报预期。国金证券研报指出,国内接连出台多项光伏强制性国家标准,叠加行业能效细则修订,倒逼低效产能出清,头部企业同步迭代电池产能。6月27日,国家标准委发布三项光伏能耗、能效强制国标,聚焦硅料、光伏组件、逆变器能耗管控,定于2027年1月1日生效;5月25日两项光伏组件安全、标识类强制国标获批,落地时间为2027年6月1日。产业端同步推进技术升级,TCL中环优化BC电池组件产能,大唐4GWBC项目招标结果落地,中标格局趋于稳定。

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