金吾财讯 | 光伏太阳能集体拉升，福莱特玻璃(06865)涨3.54%，信义光能(00968)涨2.92%，信义能源(03868)涨2.44%，新特能源(01799)涨1.96%，凯盛新能(01108)涨1.66%，信义玻璃(00868)张1.06%。
近日，市场传言多家国内一线光伏组件企业集体上调组件价格，传言的上调价格约在几分钱每瓦区间。隆基绿能有关业务负责人表示，公司组件价格确实有所上涨，但具体的价格暂无法透露。通威股份回应称，公司组件价格预计将上涨，但具体的涨价幅度暂时不便透露。晶科能源、天合光能有关负责人称，公司已上调光伏组件价格，上调价格幅度为0.01元至0.03元/瓦。
隆众资讯认为，从组件订单角度来看，政策端对于市场情绪方面的影响陆续开始，行业出货稍有加快，进而带动价格小幅提涨，但综合来看行业价格仍在成本线以下，行业亏损情况仍存。预计未来行业整体走势仍呈上行趋势，新月新单预期较2月有所上涨，市场交易趋于活跃。
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