金吾财讯 | 光伏太阳能股集体走高，福莱特玻璃(06865)涨7.31%，协鑫科技(03800)涨6.36%，信义光能(00968)涨5.68%，新特能源(01799)涨5.07%。中信建投表示，近期光伏价格反弹，主要由于硅片、电池经历几个月去库周期后，库存处于低位（硅片约10-12天，电池约1周以内），春节前备货需求集中释放，导致短期供应趋紧。该行指，当前处于需求淡季，预计春节后下游需求逐步复苏，3月需求有望复苏，组件排产预计环比提升。该行续指，硅料供给是决定光伏主材有效供给的最核心变量，硅料单月产出已降至9万吨/月左右。预计3月硅料整体库存有望迎来边际拐点，硅料价格有望修复至头部企业现金成本以上。硅料库存降至1个月以下可能在25Q4至26H1出现，届时硅料价格有望进一步上涨。
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