港股光伏板块今日全线下挫，其中福莱特玻璃（06865）表现最为疲软，盘中大跌5.05%，引发市场关注。
此轮跌势主要源于多重因素的叠加影响。中金公司最新研报指出，春节后的抢装潮已接近尾声，虽然排产仍维持高位，但工商业光伏以及市场化交易新老划断节点临近，部分环节出现一定抢出货现象。同时，随着丰水期逐渐临近，市场对光伏产业链价格下行预期渐浓，多晶硅期货近期呈现明显下行趋势。
此外，在地面电站IRR（内部收益率）测算尚不明朗的情况下，光伏需求可能出现阶段性放缓。太平洋证券也指出，随着备货收尾，光伏产业链报价加速松动，多晶硅价格逼近主流现金成本。这些因素共同导致投资者对光伏行业短期前景持谨慎态度，进而引发包括福莱特玻璃在内的光伏股集体下跌。分析师表示，待各省政策明确、丰水期后企业策略明晰、年终相对淡季过去之后，行业及市场预期有望再度好转。
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