智通财经APP获悉，光伏股早盘回落，截至发稿，福莱特玻璃(06865)跌4.38%，报12.24港元；信义光能(00968)跌2.76%，报3.17港元；信义玻璃(00868)跌1.68%，报8.19港元；新特能源(01799)跌1.45%，报8.14港元。
山西证券发布研报称，由于三季度以来光伏玻璃出现阶段性供给过剩，库存上升致使价格持续下跌。行业盈利能力承压，小规模及老旧窑炉产线陆续冷修，且新产能点火推迟，预计2025年上半年库存有望降至合理水平，且价格有望迎来拐点。短期考虑到当前光伏玻璃行业供需现状，下调福莱特玻璃盈利预测。
广发证券指出，11月20日，工信部发布《光伏制造行业规范条件》和《光伏制造行业规范公告管理暂行办法》，相较于今年7月的征求意见稿，提升了新建和改扩建硅料项目电耗要求，有望抑制新建产能规划，叠加近期川滇地区项目开始减产，CPIA限价倡议取得积极进展，财政部、国家税务总局下调部分光伏产品出口退税率，我们判断政策转向已清晰，产业链价格有望触底回升，继续看多光伏板块。
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