智通财经APP获悉，光伏股集体回暖，截至发稿，福耀玻璃(03606)涨4.47%，报53.7港元；福莱特玻璃(06865)涨3.95%，报11.58港元；信义光能(00968)涨3.59%，报3.17港元；协鑫科技(03800)涨2.8%，报1.1港元。
消息面上，1月9日，中国有色金属工业协会硅业分会发布数据，本周硅片价格扩大涨幅，其中N型G10L单晶硅片成交均价涨至1.18元/片，涨幅达7.27%；N型G12R单晶硅片成交均价涨至1.3元/片，涨幅达7.69%；N型G12单晶硅片成交均价涨至1.55元/片，涨幅达9.15%。硅业分会认为，本周硅片价格扩大涨幅的主要原因是供不应求，截至本周，在下游采购热情高涨下，企业供货节奏明显加快，硅片库存消纳速度对应加快。
InfoLink指出，2025年不确定性因素较多，光伏行业自律行为所带来的限产规范仍需时间观察执行能力。当前价格已经处于低谷磨底的状态，在横盘的情况下，企业后续策略变动与价格走势将有高度相关性，因此后续仍需要积极跟进买卖双方的策略调整，尤其1月春节期间提前备货或将影响行情走势。
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