港股异动 | 光伏股延续跌势 光伏企业再开反内卷会议 机构指光伏需求明显偏弱

中金财经
Yesterday
  智通财经APP获悉,光伏股延续跌势,截至发稿,蓝思科技(06613)跌4.85%,报18.62港元;钧达股份(02865)跌4.10%,报10.52港元;福莱特玻璃(06865)跌2.43%,报5.21港元;信义光能(00968)跌2.09%,报1.87港元。   消息面上,据界面,10月11日,通威、协鑫等国内光伏头部企业在杭州举行闭门会议,进一步推进行业反内卷倡议。此次会议进一步形成产能限制的落地计划,提出通过市场化调节机制,推动各企业根据市场总需求自主统筹、主动压制自身产能,并在硅料及组件环节划定了明确价格底线。   公开数据显示,1-8月全国新增光伏装机97.19GW,同比下降57.86%;8月单月新增11.04GW,环比下降21.6%、同比增长50%。东吴证券表示,光伏需求明显偏弱,价格低迷,26年需求首次下滑,盈利拐点尚不明确,太空光伏带来增量可能,设备、辅材受益。   

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