福莱特玻璃（06865）今日盘中大跌15.16%，引发市场关注。与此同时，多只光伏股也出现大幅下跌，反映出投资者对光伏行业前景的担忧。
消息面上，美国前总统特朗普于4月2日宣布，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。这一政策可能对新能源产业造成重大影响，特别是考虑到美国市场一直是新能源产业的高盈利市场，且占全球需求比重较大。
分析人士指出，美国加征关税将直接影响光伏产品的价格和需求。短期内，这可能会抑制美国光伏终端需求，增加光伏电站投资成本。对于中国光伏企业而言，通过贸易形式拓展美国市场的难度将显著加大。由于美国市场是高附加值市场，随着贸易保护加剧，国内光伏企业的盈利压力预计将进一步加大，这可能是导致福莱特玻璃等光伏股大幅下跌的主要原因。
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