智通财经APP获悉，光伏股多数上扬，截至发稿，新特能源(01799)涨3.78%，报8.78港元；信义光能(00968)涨2.58%，报3.58港元；信义能源(03868)涨2.5%，报0.82港元；福耀玻璃(03606)涨1.05%，报52.7港元。
消息面上，中国光伏行业协会将于2024年12月4—6日在四川省宜宾市召开“2024光伏行业年度大会”，邀请行业主管部门、行业组织、行业专家、光伏企业领袖等代表一起就行业发展热点问题进行探讨分析。大会同期还将召开光伏供应链配套发展研讨会、光伏创新应用发展研讨会及各项专题会议等活动。
海通国际指出，行业整体正处在出清调整阶段，临近年底集中签单增加价格或将出现波动，但整体下探空间有限，价格底部已经明确，光伏行业正加速回归秩序，当前政策对光伏行业无论是产能还是价格都给出了明确的指引和措施，产业出清、摆脱低价恶性竞争已是大势所趋，价格后面上涨可期，建议重视光伏底部拐点带来的巨大弹性。
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