金吾财讯 | 个别光伏太阳能上行，彩虹新能源(00438)涨8.61%，福莱特玻璃(06865)涨6.32%，信义光能(00968)涨2.65%，协鑫科技(03800)涨1.64%，凯盛新能(01108)涨1.4%。华创证券发布研报称，2月光伏玻璃暂无冷修，供应端整体稳定；3月后抢装叠加旺季需求共振，各环节排产有望环比明显改善，据SMM预计，3月组件排产将超50GW。光伏玻璃库存预计将进一步去化，新单价格存在上涨预期，有望带动盈利修复。值得一提的是，2024年以来，五大发电集团开展的组件集采中均设置BC标段，2025年1月，大唐集团2025-2026年度光伏组件框架采购招标，TOPCon、HJT和BC预估采购总量分别为19.5/2/1GW，相比于2024年组件集采取消PERC产品，新增高效BC产品，标志着市场对BC认可程度不断提升。
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