智通财经APP获悉，光伏股普遍走低，截至发稿，福莱特玻璃(06865)跌5.72%，报11.86港元；新特能源(01799)跌5.41%，报5.95港元；信义光能(00968)跌4.48%，报3.2港元；信义能源(03868)跌2.13%，报0.92港元。
消息面上，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。
此外，民生证券表示，受抢装以及供给侧改革影响，产业链各环节价格总体呈上行趋势。组件排产方面，3月多数企业因需分布式抢装订单增加，集中式出货需求上升，预期提产幅度明显，较2月环比上升35%，行业开工率约48.46%。玻璃第二批复产窑炉产能接近4000吨/天，3月排产预期上行。
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