光伏太阳能全线走低，阳光能源(00757)跌16.15%，凯盛新能(01108)跌13%，福莱特玻璃(06865)跌8.92%，信义光能(00968)、信义玻璃(00868)跌超4%。据国家能源局数据，8月我国新增光伏装机16.46GW，同比+3%，环比-22%；1-8月我国新增光伏装机139.99GW，同比+24%；截至8月末，我国光伏累计装机752.35GW，占发电装机总量的24%。国信证券指出，十月第一周，产业链价格下行，硅片价格开始走弱。P型方面，硅料、182硅片、182电池片、双玻组件价格环比持平。N型方面，硅料、高效TOPCon电池片、高效TOPCon双玻组件价格环比持平，182硅片价格下跌0.04元/片（0.005元/W）至1.08元/片（0.134元/W），上周电池及组件端辅材价格普遍下跌；8月我国光伏组件出口23.4GW，同比增长19%，环比下滑5%。其中8月组件出口欧洲9.1GW，同比增长11%，环比下滑1%；8月组件出口印度1.73GW，同比增长92%，环比下滑1%。
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