金吾财讯 | 光伏太阳能股盘初走强，截至发稿，福莱特玻璃(06865)涨3.05%，协鑫科技(03800)涨2.68%，信义光能(00968)涨2.33%，信义玻璃(00868)涨1.81%，新特能源(01799)涨1.88%。消息面上，东吴证券发布研报称，光伏供给侧加速出清优化，工信部针对新增产能的能耗水耗规定明显趋严，后续或以能耗控制为抓手进一步遏制存量产出；行业自律性进一步加强，各环节持续减产截至24年11月硅料/硅片/电池/组件开工率减至53%/45%/56%/49%，预计12月产出与需求平衡，明年节后需求复苏，或有望拉动行业涨价和盈利修复。各类技术方面，其中，TOPCon预计2年内保持行业主流，0BB逐步导入，推动TPC降本增效；HJT导入银包铜后降本明显，随设备降本+量产规模扩大，后续盈利和渗透率值得期待。民生证券发布研报称，23年开始光伏行业出现供大于求的情况，由此导致产品价格下跌、库存积压、企业利润承压，各环节均出现不同程度的亏损。24年下半年以来，政策明确转向，行业有望通过限价限产、能耗控制政策加快供给出清节奏。需求端来看，海内外需求景气度依然维持在较高水平，新兴市场有望迎来起量。
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