智通财经APP获悉，光伏股午后跌幅扩大，截至发稿，信义光能(00968)跌5.56%，报3.4港元；信义能源(03868)跌3.57%，报0.81港元；新特能源(01799)跌2.47%，报7.12港元；福莱特玻璃(06865)跌1.31%，报13.62港元。
消息面上，国家能源局新能源和可再生能源司新能源处处长邢翼腾27日在研讨会上指出，光伏内卷式竞争仍未根本解决，正在配合有关部门研究完善政策措施。此外，中国光伏行业协会预测，2025年中国光伏新增装机将达到215至255GW，意味着今年中国光伏新增装机可能同比下滑8.13%至22.54%。
兴业证券指出，国内光伏行业内卷加剧，产品价格迅速下滑。价格战对产业链盈利空间造成明显挤压，各大光伏厂商严重失血，尾部企业不得不开始面临破产出清。该行指出，光伏供给侧吹响“反内卷”政策号角。随着基本面/估值/机构持仓降至底部区间，光伏板块已经进入对利空钝化、对利好敏感的阶段。后续一旦有超预期政策落地，整个板块的修复空间和斜率较为可观。
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