智通财经APP获悉，光伏股继续反弹，截至发稿，信义光能(00968)涨4.43%，报2.59港元；彩虹新能源(00438)涨4.35%，报2.16港元；协鑫科技(03800)涨3.85%，报0.81港元；福莱特玻璃(06865)涨3.19%，报8.74港元。
消息面上，当地时间4月9日下午，特朗普表示，已授权对不采取报复行动的国家实施90天的关税暂停，对中国征收的关税立即提高至125%。交银国际发布研报称，由于美国此前已对中国内地光伏产品征收至少25%的301关税，中国已基本不向美国出口光伏产品，因此美国本次加征关税对中国光伏产能影响很小。
山西证券此前指出，缅甸发生7.9级地震对我国光伏硅片拉棒核心的西部产区产生重要影响。甚至已经影响到银川、内蒙部分产区。目前对较远地区影响主要以断线为主，预计短期即可恢复。但云南、宜宾地区影响较重，部分厂家甚至出现焖锅、炸棒、炸炉等情况或将对后续较长期开工造成影响。兴业证券也指出，供给侧改革预期增强，光伏行业有望逐步复苏。
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