智通财经APP获悉， 光伏股早盘普跌，截至发稿，新特能源(01799)跌7.98%，报9.92港元；福莱特玻璃(06865)跌7.95%，报14.58港元；信义光能(00968)跌4.51%，报3.82港元；信义玻璃(00868)跌1.13%，报8.72港元。
交银国际发布研究报告称，福莱特玻璃公司三季度收入39.1亿元人民币，同比下滑37%，环比下滑21%；归母净亏损2.03亿元，为上市以来首次亏损，远不及该行和市场预期的盈利约1亿元。该行指出，行业持续减产但需求不及预期，导致玻璃价格仍不断新低。此外，在亏损压力下行业近期对供给侧改革的呼声渐高，该行预计政府或将出台提高能耗标准等政策，加快光伏玻璃供给出清和售价回升，并利好公司等能耗更低的龙头企业，但实际效果仍取决于政策力度。
中原证券指出，行业目前产能过剩情况依旧存在。鉴于光伏板块已陷入深度亏损，主材环节面临亏现金流局面，预计市场化出清程度会加深。但考虑到行业调整时间和上一轮资金储备情况，预计完成调整尚需时日。但头部企业有望凭借规模优势、成本优势、销售渠道优势以及资金实力渡过行业低谷，实现持续成长。
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