智通财经APP获悉，部分光伏股午后走高，截至发稿，凯盛新能(01108)涨15.77%，报3.89港元；福耀玻璃(03606)涨4.98%，报51.6港元；信义能源(03868)涨3.45%，报0.9港元；协鑫科技(01799)涨2.56%，报0.8港元；信义玻璃(00868)涨0.73%，报6.94港元。
消息面上，据财联社记者于知情人处获悉，中国光伏行业协会今日下午将举行行业会议，主题依旧为“控产”。但多位行业人士认为，尽快明确“430”“512”相关政策细节，则更为急迫。中国光伏行业协会回应“控产会议”传闻称，下午召开的是部门例会，不信谣不传谣。兴业证券此前指出，供给侧改革预期增强，光伏行业有望逐步复苏。
中金此前发布研报称，美国“对等关税”对东南亚雪上加霜但边际影响不大、印尼略有影响但仍有竞争力、中东关税较低且再提关税的风险不大、美国本土产能仍是未来重点。总体而言光伏板块受情绪影响“错杀”较多，跌幅较大的包括港股光伏标的、新技术标的等，建议积极关注后续修复的空间。
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