智通财经APP获悉，光伏玻璃股续跌，截至发稿，信义光能(00968)跌5.98%，报3.3港元；福莱特玻璃(06865)跌4.19%，报10.52港元；凯盛新能(01108)跌2.52%，报4.25港元。
消息面上，据媒体报道，光伏行业协会于今日9点在沪召开防止行业内卷式恶性竞争座谈会，主题仍是化解出清过剩产能。相关报道指出，近段时间以来，光伏产品价格持续走低，当前主流产品价格已明显低于生产成本，行业已陷入低于成本价竞争的恶性局面。据悉，本次会议共有16家光伏头部企业参会，主要覆盖多晶硅、硅片、电池和组件各个环节。
据行业机构InfoLink Consulting10月10日统计，目前双面双玻的N型TOPCon组件均价跌至0.73元/W。该机构分析称，国庆节后，市场需求仍旧萎靡、低价影响整体价格仍出现下探，均价已开始向下贴近每瓦0.7元/W。此外，InfoLink Consulting认为，四季度接单状况不明朗的情势持续加大厂家压力，预计短期内组件价格修复回升较有难度，厂家价格竞争策略越来越激进。
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