智通财经APP获悉，光伏股全线下挫，截至发稿，信义玻璃(00868)跌15.01%，报9.74港元；福莱特玻璃(06865)跌15.26%，报12.66港元；凯盛新能(01108)跌13.33%，报5.2港元；新特能源(01799)跌12.33%，报8.32港元；信义光能(00968)跌11.03%，报3.87港元。
消息面上，中信期货认为，当前全产业链亏损背景下，6月各环节均开始减产，8月硅料减产进一步加码，产销基本动态均衡，价格已实现反弹，硅片厂商亦主动提价减少内卷，但由于下游需求偏弱，硅片库存仍然高启。
该行指，三季度是国内装机淡季，海外需求下半年有边际转弱风险，下游采购需求仍然不足，硅片提价后电池与组件价格无法跟涨，近期组件价格连续下跌，下游弱势有向上游蔓延的迹象。近期美国宣布将针对中国太阳能电池的关税提升至50%，对东南亚四国电池组件的反补贴税率亦初步出台。海外贸易政策近期较为反复，中期效果仍有待观察。
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