金吾财讯 | 光伏太阳能股震荡走强，截至发稿，协鑫科技(03800)涨3.64%，信义光能(00968)涨3.01%，新特能源(01799)涨2.02%，福莱特玻璃(06865)涨1.99%，信义玻璃(00868)涨1.55%。消息面上，日前，2025年全国能源工作会议15日在京召开。会议强调，2025年能源工作要坚持绿色低碳转型，持续推动能源结构优化调整。大力推进风电光伏开发利用，统筹水电开发和生态保护，积极安全有序发展核电，统筹推进新型电力系统建设。加快推进科技自立自强，大力发展能源领域新质生产力。加强国家科技重大项目管理，持续推进重大技术装备攻关示范，加强科技创新和标准化管理。国元国际表示，光伏玻璃行业底部周期明确，产能正加速出清，该行初步判断2025Q1即将迎来去库存和供需逐渐平衡阶段，看好2025Q2需求复苏后行业开启新周期。
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