智通财经APP获悉，光伏股早盘回暖，截至发稿，信义光能(00968)涨3.82%，报3.26港元；协鑫科技(03800)涨3.7%，报1.12港元；福莱特玻璃(06865)涨3.46%，报11.96港元；信义能源(03868)涨1.32%，报0.77港元。
消息面上，自1月1日硅片报价上涨后，1月6日中环硅片报价再度上涨。据悉，近期在行业自律+节前备货预期下，硅料、硅片、电池成交价均有所上涨，SMM最新硅料价格在4.1万/吨，N型183硅片价格上涨0.05元/片至1.23元/片，电池价格上涨至0.285元/W。从目前的价格上涨的趋势来看，自律行动已初现效果。
海通证券认为，在国家整治“内卷式”竞争的背景下，光伏行业积极实施供给侧自律行动，龙头企业积极行动起到了带头作用，从目前的价格上涨的趋势来看，自律行动已初现效果。近期光伏板块股价有所调整，氛围较为平淡，我们认为光伏行业基本面处于底部拐点向上的阶段，供需和库存水平开始呈现向好态势，光伏板块股价在经过短期调整后已具备较高的投资性价比。
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