金吾财讯 | 港股光伏太阳能股震荡走低，截至发稿，彩虹新能源（00438）跌13.28%，钧达股份（02865）跌6.74%，信义光能（00968）跌3.97%，新特能源（01799）跌3.73%，协合新能源（00182）跌3.45%，阳光能源（00757）跌3.17%，北京能源国际（00686）跌2.78%，福耀玻璃（03606）跌2.61%，信义玻璃（00868）跌2.18%，福莱特玻璃（06865）跌2.07%，凯盛新能（01108）跌1.90%，信义能源（03868）跌1.83%。消息面上，中信证券研究指，当前光伏行业需求已基本触底，2026H2起国内外装机有望逐季改善；供给侧“反内卷”从自律倡议走向硬性制度约束，能效标准与成本核算通则推动落后产能加速出清，行业竞争重心转向技术及效率比拼。产业链价格及盈利有望迎来修复，具备高效技术、格局优势与盈利确定性的细分龙头有望率先受益，建议优先关注电池组件、胶膜、光伏玻璃、浆料等环节的结构性机会。
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