智通财经APP获悉，光伏股再度下跌，截至发稿，福莱特玻璃(06865)跌5.02%，报8.52港元；信义光能(00968)跌5.15%，报2.58港元；新特能源(01799)跌3.64%，报4.24港元；福耀玻璃(03606)跌2.31%，报48.7港元。
消息面上，2025年春节后，光伏下游迎来一波抢装潮，下游需求的增长推动晶硅产业链涨价，硅料、电池、硅片和组件价格均有不同程度上涨，根据Infolink统计，硅片、电池、组件环节涨幅中枢分别为7%、13%、7%。随着4月30日抢装结束节点临近，下游采购需求支持减弱。
华创证券指出，据硅业分会，本周硅料企业对外报价普遍有所松动，叠加二季度丰水期到来部分硅料企业或有复产预期带来出货压力，价格有下行预期。此外，组件价格出现松动。一方面短期集中式抢装力度预计相对不及分布式抢装，另一方面央国企集中式光伏项目对价格敏感性较高，随着分布式抢装接近尾声，后续价格预计支撑难度较大。同时，中电建4月9日发布2025年度光伏组件框架入围集中采购项目终止公告，或因此轮组件价格涨幅较大所致，也对市场情绪产生了一定扰动。
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