金吾财讯 | 部分光伏太阳能股仍受压下行，信义光能(00968)跌4.84%，协鑫科技(03800)跌3.42%，福莱特玻璃(06865)跌2.91%，阳光能源(00757)跌2.65%。消息面上，中国光伏行业协会召开防止行业内卷式恶性竞争座谈会，目的在于更早化解出清过剩产能。由于此次会议为闭门会形式，具体商议内容未公开。有企业人士称，期待相关部门出台具体措施以改善当前产业链供需平衡。但实际的困难在于，考虑客户构成和成本结构存在的差异，单一的价格约束机制难以奏效。在没有减产计划的前提下，供应产能过剩的局面短期内难以改变。
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