周一早盘，新特能源（01799.HK）股价出现大幅下跌，盘中一度跌幅达13.06%，引发市场关注。与此同时，港股光伏板块整体呈现下跌趋势，多只相关个股出现明显跌幅。
造成此轮光伏股下跌的主要原因是美国总统特朗普宣布的新关税政策。特朗普计划从4月5日开始对所有美国贸易伙伴征收10%的基础关税，并将于4月9日起对违规国家实施更高的关税。这一举措被认为将对新能源产业，尤其是光伏行业造成显著影响。
分析人士指出，美国市场一直是新能源产业的高盈利市场，占全球需求比重较大。新的关税政策可能会导致光伏产品在美国市场的价格上涨，从而抑制部分需求。对于中国光伏企业而言，这意味着通过贸易形式拓展美国市场的难度将明显加大，盈利压力也将进一步增加。长期来看，在美国当地扩产可能是应对这一挑战的有效策略。然而，短期内，新特能源等中国光伏企业可能面临业绩压力，这也解释了投资者对该股的谨慎态度。
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