智通财经APP获悉，光伏股早盘走强，截至发稿，协鑫科技(03800)涨8.55%，报1.27港元；信义光能(00968)涨5.11%，报3.5港元；福莱特玻璃(06865)涨4.84%，报12.56港元；新特能源(01799)涨4.53%，报7.62港元。
消息面上，据TrendForce集邦咨询报告显示，假期内，硅料端按照前期签单顺序发货，相对稳定。若3月份下游存提产，则不排除硅料价格有上调预期。电池片厂商节前已完成备货，N型各规格价格暂稳，但库存水位再度上行，若3月份下游提产，则能舒缓供需错位对价格带来的负面影响。
此外，根据国家能源局发布的2024年全国电力工业统计数据，2024年1-12月光伏新增装机277.17GW，同比增长28%。国金证券表示，光伏近期内外需、价格信号积极，节后有望迎来量价开门红；特朗普上任后第一波政策冲击已过，板块业绩预告基本披露完毕，情绪底和业绩底均得到夯实。
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