智通财经APP获悉，光伏股集体回落，截至发稿，卡姆丹克太阳能(00712)跌9.9%，报0.173港元；信义能源(03868)跌3.13%，报0.93港元；福莱特玻璃(06865)跌2.68%，报15.28港元；福耀玻璃(03606)跌2.01%，报56.05港元。
长江证券指出，今年以来，光伏产业链价格非理性下跌，导致各环节盈利承压。虽然国内出台了供给侧政策，但约束力度还有待于加强。该行指出，近期光伏行业供给加速出清，ST 旭电等上市公司退市说明出清逐步扩散到上市公司层面，光伏行业协会指出低于成本投标中标涉嫌违法，此前硅料硅片涨价印证价格战已到尾声。若后续供给侧政策的出台，预计春节前或迎来更为集中的出清。
方正证券则指出，供给侧政策有望持续出台，市场出清或将加速推进。光伏行业协会公布0.68元/W为不包含折旧的平均成本，作为组件招投标价格的参考，后续或有进一步的供给侧调控政策出台以帮助光伏行业走出困境。此外，美国或放款中国组件进口，有利于光伏企业恢复盈利。硅料价格维持总体平稳，年末排产趋势减缓。硅片市场价格出现下跌，面临多重挑战。电池价格保持稳定，上下游价格博弈僵持。组件价格暂稳，海外市场价格暂稳。
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