金吾财讯 | 光伏太阳能股普跌，北京能源国际(00686)跌3.81%，顺风清洁能源(01165)跌3.7%，信义光能(00968)跌3.3%，福莱特玻璃(06865)跌2.82%，信义玻璃(00868)跌2.5%。消息面上，华泰证券引述数据显示，1）产量：24年1-10月多晶硅、硅片、电池片和组件产量分别为158万吨/608GW/510GW/453GW，同比+42%/33%/25%/21%；同期国内新增装机181.3GW，同比+27%。2）产能：24年1-10月国内投产/开工/规划项目数量同比下降超75%，出海产能向中东、美国转移，其中隆基、晶科美国组件产能已投产。3）出口：24年1-10月电池/组件出口量同比+41.8%/+15.9%，光伏产品（硅片、电池、组件）出口总额281.4亿美元，同比下降34.5%。4）价格：24年1-10月多晶硅、硅片、电池片和组件价格下滑超35%/45%/25%/25%，硅料价格Q3以来小幅回升，组件招中标价格10月中旬以来止跌企稳。5）经营：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。
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