港股异动 | 光伏股集体走低组件需求疲软影响逐渐显现市场关注后续政策落地情况

智通财经2025-08-19

智通财经APP获悉，光伏股集体走低，截至发稿，信义光能(00968)跌3.82%，报3.27港元；信义玻璃(00868)跌3.3%，报8.5港元；新特能源(01799)跌2.8%，报6.95港元；福莱特玻璃(06865)跌2.64%，报10.33港元。消息面上，硅业分会近日指出，市场供需失衡的困局再次加码。为缓解供需压力，部分硅料企业正计划协同限产，若限产落实到位，9月份产出有望环比持平，供需压力...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2560215775?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-08-19 14:01","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2560215775","market":"fut","top_or_hot":-1,"title":"港股异动 | 光伏股集体走低 组件需求疲软影响逐渐显现 市场关注后续政策落地情况","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，光伏股集体走低，截至发稿，信义光能(00968)跌3.82%，报3.27港元；信义玻璃(00868)跌3.3%，报8.5港元；新特能源(01799)跌2.8%，报6.95港元；福莱特玻璃(06865)跌2.64%，报10.33港元。消息面上，硅业分会近日指出，市场供需失衡的困局再次加码。为缓解供需压力，部分硅料企业正计划协同限产，若限产落实到位，9月份产出有望环比持平，供需压力...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1331405.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 光伏股集体走低 组件需求疲软影响逐渐显现 市场关注后续政策落地情况</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 光伏股集体走低 组件需求疲软影响逐渐显现 市场关注后续政策落地情况\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-19 14:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1331405.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，光伏股集体走低，截至发稿，信义光能(00968)跌3.82%，报3.27港元；信义玻璃(00868)跌3.3%，报8.5港元；新特能源(01799)跌2.8%，报6.95港元；福莱特玻璃(06865)跌2.64%，报10.33港元。消息面上，硅业分会近日指出，市场供需失衡的困局再次加码。为缓解供需压力，部分硅料企业正计划协同限产，若限产落实到位，9月份产出有望环比持平，供需压力...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1331405.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BZ08YR35.GBP","symbol_name":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1331405.html","article_id":"2560215775","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2560215775","pubTimestamp":1755583291,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"消息面上，硅业分会近日指出，市场供需失衡的困局再次加码。世纪证券指出，上周主材价格整体报价及成交价格均无明显变化，组件需求疲软影响逐渐显现，TOPCon组件现货新单小量签订在0.65-0.7元人民币不等的水平，但后续订单报价已开始走跌。展望后市，本轮光伏行情主要为基于“反内卷”政策驱动，若政策未落地且价格无法向下游顺利传导，光伏行业拐点来临仍具有较大不确定性，因此需要继续观察后续政策的落地情况。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","BK1169":"半导体设备","01799":"新特能源","BK1148":"建筑与工程","LU1983299162.USD":"SCHRODER ISF GLOBAL ENERGY TRANSITION \"A\" (USD) ACC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","BK1589":"北水核心资产","IE00BZ08YS42.EUR":"GUINNESS BEST OF CHINA \"C\" (EUR) ACC","BK1500":"做空集合股","00968":"信义光能","06865":"福莱特玻璃","BK1594":"碳中和概念股","BK1554":"光伏太阳能股","00868":"信义玻璃","BK1105":"建筑产品","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC"},"translate_title":"Changes in Hong Kong stocks | Photovoltaic stocks collectively fell, and the impact of weak demand for modules gradually emerged. The market is paying attention to the implementation of follow-up policies","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01799":0.9,"00868":0.9,"00968":0.9,"06865":0.9},"content_text":"智通财经APP获悉，光伏股集体走低，截至发稿，信义光能(00968)跌3.82%，报3.27港元；信义玻璃(00868)跌3.3%，报8.5港元；新特能源(01799)跌2.8%，报6.95港元；福莱特玻璃(06865)跌2.64%，报10.33港元。消息面上，硅业分会近日指出，市场供需失衡的困局再次加码。为缓解供需压力，部分硅料企业正计划协同限产，若限产落实到位，9月份产出有望环比持平，供需压力暂缓。据财联社此前报道，多家光伏企业接到通知，参加8月19日相关部门组织的光伏企业座谈会。世纪证券指出，上周主材价格整体报价及成交价格均无明显变化，组件需求疲软影响逐渐显现，TOPCon组件现货新单小量签订在0.65-0.7元人民币不等的水平，但后续订单报价已开始走跌。展望后市，本轮光伏行情主要为基于“反内卷”政策驱动，若政策未落地且价格无法向下游顺利传导，光伏行业拐点来临仍具有较大不确定性，因此需要继续观察后续政策的落地情况。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2560215775","isCrawlerRequest":true}

港股异动 | 光伏股集体走低 组件需求疲软影响逐渐显现 市场关注后续政策落地情况

精彩评论

港股异动 | 光伏股集体走低组件需求疲软影响逐渐显现市场关注后续政策落地情况