港股市场今日震荡，光伏板块成为焦点。福莱特玻璃（06865）盘中大跌5.05%，引发投资者关注。
据市场消息，光伏股今日普遍回落。除福莱特玻璃外，彩虹新能源、信义光能、新特能源等光伏相关个股均出现不同程度下跌。分析人士指出，这波下跌或与光伏行业当前面临的多重挑战有关。
中金公司最新研报指出，春节后的抢装潮虽带动了产业链价格反弹，但随着工商业光伏及市场化交易新老划断节点临近，部分环节出现抢出货现象。同时，丰水期即将到来，市场对价格下行预期逐渐形成。多晶硅期货近期呈现明显下行趋势，加之地面电站IRR测算不明朗，可能导致需求阶段性放缓。然而，随着各省政策明确、企业策略清晰，行业前景有望在年底淡季过后好转。太平洋证券也持类似观点，认为光伏产业链报价正加速松动，但随着报价持续下行，多晶硅行业可能通过自律减产形成价格支撑。
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