智通财经APP获悉，光伏股再度走低，截至发稿，福莱特玻璃(06865)跌3.29%，报12.34港元；信义光能(00968)跌3%，报3.23港元；信义玻璃(00868)跌3%，报7.76港元；新特能源(01799)跌1.76%，报7.81港元。
华泰证券研报指出，行业量增价减，企业经营承压。24年前三季度，光伏制造端产值下降超44.7%，121家上市光伏企业中39家净亏损。另外，12月5日，CPIA举行关于促进光伏产业高质量可持续发展专题座谈会，包括晶科、晶澳、通威、隆基、协鑫等数十家企业签订自律公约，反内卷达成行业共识，后续有望按照配额制计算产能与出货，减少过剩产能供给，该行继续看好光伏板块，建议从能耗、新技术、出海条线布局。
东海证券表示，行业供需问题导致整体排产低迷。同时，产业链价格低于成本，主产业链业绩承压。该行认为，协会带头，行业自律加速。预计各大主要光伏企业有望加速形成共识，就行业自律形成体系化文件化措施，促进行业逐步走出恶性竞争，由底部实现稳步产能出清，走向高质量发展。
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