智通财经APP获悉，光伏股普遍走低，截至发稿，信义光能(00968)跌4.08%，报2.82港元；凯盛新能(01108)跌3.03%，报3.84港元；信义能源(03868)跌2.9%，报0.67港元；福莱特玻璃(06865)跌2.9%，报10.06港元；新特能源(01799)跌1.93%，报6.59港元。
消息面上，华泰证券指出，24年上半年需求侧光伏行业高增长态势延续，供需错配导致的产业链价格继续下探，主产业链企业营收同比大幅下滑，部分企业归母净利出现不同程度亏损，营运能力下降，部分企业现金流趋紧。光伏玻璃、EVA粒子和胶膜环节等辅材营收增速也同比大幅下滑，热场出现亏损。
另外，玻璃市场流传玻璃企业将集中进入冷修、减产阶段，导致产量减少30％消息。SMM指出，并不存在集中效应，上述窑炉减产企业多为总产能稍小企业，头部企业减产操作较少，且头部部分冷修产能规划为窑炉年限达到正常进入冷修阶段，且后续冷修、减产窑炉有限，国内9月供需平衡仍表现为略微过剩，影响有限。
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