智通财经APP获悉，光伏产业链延续反弹，截至发稿，福莱特玻璃(06865)涨6.8%，报12.56港元；协鑫科技(03800)涨6.36%，报1.17港元；信义光能(00968)涨4.42%，报3.31港元；新特能源(01799)涨4.22%，报7.4港元。
消息面上，据卓创资讯，截至1月9日，国内光伏玻璃在产产能8.97万t/d，考虑部分窑炉堵口限产，实际有效产能更低，目前产能已去化至已接近23年6月左右水平。库存水平看，截至1月9日，厂商库存天数为33.7天，24年11月至今总体保持去库趋势。供给端看，行业后续窑炉仍有冷修计划，供给有望进一步收缩。
中信建投指出，近期光伏价格出现反弹，核心原因在于硅片、电池经历几个月去库周期后，库存处于底部，同时需求端春节前产业链备货，需求集中释放。当前处于行业需求淡季，预计春节后下游需求逐步复苏，届时行业延续去库，产业链价格有望修复至现金成本以上，而价格的进一步上涨则需要看到库存尤其是硅料库存的明显去化。测算硅料库存降至1个月以下可能在2025年四季度至2026年上半年出现，届时硅料价格有望进一步上涨。
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