智通财经APP获悉，光伏股午后跌幅扩大，截至发稿，信义光能(00968)跌4.39%，报3.27港元；新特能源(01799)跌2.47%，报7.9港元；福莱特玻璃(06865)跌1.71%，报12.68港元。
消息面上，12月5日，由中国光伏行业协会、宜宾市人民政府共同主办的“2024光伏行业年度大会”召开。。硅料、硅片、电池、组件四大环节33家会企业参会，就防止“内卷式”恶性竞争主题进行探讨。据索比光伏，与会企业已达成配额公约并签字。根据公约内容，各企业将从下个月起执行配额制度，对产能进行严格管控。2025年的配额公约的目标，或在于通过约束企业供给，实现硅料、硅片、电池片和组件等产业链主要环节的供需平衡。
高盛则表示，光伏行业年度大会呼吁加强控产，预计到2025年周期性谷底将结束，主材板块价格潜在反弹5%-10%。该行认为，减产的后续执行将是未来几个月的关注重点，这可能加速从亏损(2024年预期)向盈亏平衡(预计2025年底)的供需再平衡进程。
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