智通财经APP获悉，新特能源(01799)尾盘急涨逾13%，截至发稿，涨12.18%，报10.5港元，成交额2.16亿港元。
天风期货指出，今年5月份以来，多晶硅减产去库呈常态化趋势，光伏行业平均利润转负，高位库存及亏损走扩迫使硅料厂家开启减产检修，减产规模不断扩大，产量下滑斜率走陡。当前多晶硅市场偏弱稳运行，多晶硅产量减速放缓，行业整体开工率维持在5-6成左右。硅厂实际签单量较少，对外报价多持稳为主。多晶硅产能释放受到库存和利润的进一步压制，光伏行业整体有待出清，当前对工业硅需求的支持力度相对有限。
国金证券指出，市场当前对后续光伏政策的预期主要围绕供给侧限制。最终出台并有效执行“一刀切”式政策的可能性较低，通过制度手段“放大市场化力量”或是切实可行的方案，且存在“提升需求端预期”的潜在政策的可能。该行认为。无论后续政策是否落地并有效执行，市场化力量都将持续有效驱动未来两个季度行业过剩产能的加速出清。
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