一周“牛”行情昙花一现，光伏股今日降温回调，行业到底触底了吗

第一财经10-28

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　截至第一财经记者今日发稿，Wind光伏（866023）板块股价整体回调1.15%至2230.23，而上周10月21日至10月25日的五个交易日内，Wind光伏指数整体上涨3.39%。　　经历了上周连续几天的大涨行情后，2024年三季报集中披露周的首日，A股光伏股出现“降温”回调。　　截至第一财经记者发稿，wind光伏...

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Has the industry bottomed out?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159982":0.66,"300724":1,"300751":1,"300763":1,"300776":1,"399300":0.66,"600438":1,"600732":1,"601012":1,"601865":1,"603806":1,"688223":1,"688303":1,"688516":1,"688599":1,"002129":1,"002056":1,"003022":1,"002459":1},"content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　截至第一财经记者今日发稿，Wind光伏（866023）板块股价整体回调1.15%至2230.23，而上周10月21日至10月25日的五个交易日内，Wind光伏指数整体上涨3.39%。\n　　经历了上周连续几天的大涨行情后，2024年三季报集中披露周的首日，A股光伏股出现“降温”回调。\n　　截至第一财经记者发稿，wind光伏（866023）板块股价整体回调1.15%至2230.23。\n　　个股方面，大全能源（688303.SH）以8.40%的跌幅领跌、天合光能（688599.SH）下跌5.90%、福斯特（603806.SH）下跌5.54%、捷佳伟创（300724.SZ）下跌4.15%、联泓新科（003022.SZ）下跌4.07%、锦浪科技（300763.SZ）下跌3.65%、横店东磁（002056.SZ）下跌3.54%、奥特维（688516.SH）下跌3.50%。\n　　在上周10月21日至10月25日的五个交易日内，Wind光伏指数整体上涨3.39%。10月23日，光伏板块突然大爆发，光伏设备板块76只个股中有71只个股收涨，占比超93%。\n　　上一个交易日，10月25日开盘，A股光伏板块早盘大涨，Wind光伏（866023）大涨8.39%至2264.31。TCL中环（002129.SZ）、通威股份（600438.SH）、爱旭股份（600732.SH）、晶澳科技（002459.SZ）、隆基绿能（601012.SH）、福莱特（601865.SH）涨停，帝尔激光（300776.SZ）20%涨停，天合光能（688599.SH）上涨14.60%，迈为股份（300751.SZ）上涨12.46%，晶科能源（688223.SH）上涨10.67%。\n　　上周，光伏业内“小作文”频出，包括但不限于11月工信部即将出台限制能耗的政策，市场情绪较为高涨。\n　　谈及上周光伏股价大涨的可能影响因素，第一财经记者从多位业内人士处获悉，近日有部分光伏组件厂商酝酿组件产品涨价，结合近期行业协会的“反内卷”发声以及个别组件集采项目开标价格的变化趋势，部分投资者解读为产业链价格即将触底反弹。\n　　不过，与上周二级市场的“火热”行情相反，受市场供需矛盾的影响，光伏产业链的市场成交价仍在筑底。\n　　“近期光伏产业相关的利好消息频繁发布，通过供给侧结构性改革，推动晶硅光伏行业走回正常轨道。”中国有色金属工业协会硅业分会（下称“硅业分会”）认为，过去一周电池、组件价格虽有下跌，但整体成交价集中，说明已经接近底部。下游电池企业考虑大规模抄底备货，硅片短期内连续下跌的可能性不大。\n　　“硅片市场持续悲观。”展望后市，行业机构InfoLink Consulting认为，硅片市场持续面临销售压力。针对企业的新报价能否顺利成交仍是未知，买卖双方仍在博弈之间，然而观察当前市场氛围，在年末需求低迷下，企业持续面临艰难的出货状况。\n　　另外，针对头部光伏组件企业酝酿涨价能否真正落地一事，行业机构InfoLink Consulting认为，光伏组件厂家酝酿报价上扬 0.02元/瓦至0.03元/瓦，但是实际成交价格尚未见到价格落地，价格能否成功落地涨价仍需端看市场需求起色以及厂家策略而定。\n　　该机构还表示，前期光伏组件价格成交探底至0.64元/瓦，甚至报价出现0.61元/瓦的不利消息，加上低价组件仍然持续扰乱市场，为光伏组件价格上涨带来一定阻力。\n　　今年以来，光伏产业链各环节价格均大幅下跌。根据行业机构InfoLink的统计数据，光伏主产业链中硅料、硅片、电池、组件这四大环节的价格跌幅分别为38%、50%、43%、29%。\n\n新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘万里 SF014","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"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,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","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/2478124730"}