光伏股全線下跌 信義玻璃(0868.HK)跌超6%領跌
格隆匯10月5日丨延續昨日跌勢,港股光伏股今日繼續下跌。其中,信義玻璃跌超6%,水發興業能源跌近5%,新特能源跌超3%,信義光能、福耀玻璃、福萊特玻璃和陽光能源跌超2%,協鑫新能源跌超1%。近期全國多地限電已對光伏行業產生連鎖反應,硅料價格飛漲,工業硅受限電因素影響供應大減,供不應求致價格暴漲引發部分企業捂盤惜售,更加加劇了多晶硅原料硅粉的供應短缺現狀。下游的硅片、電池片、組件也在醖釀漲價,開工率下降明顯。9月30日,隆基、晶科、天合、晶澳、東方日升五家企業聯合發佈了《關於促進光伏行業健康發展的聯合呼籲》,稱在硅料價格一路飆升的情況下,很多已簽訂的組件訂單將陷入嚴重虧損。這種上下游發展的嚴重失衡,將打破原本穩定有序的產業生態鏈,嚴重危害行業健康可持續發展。光伏產業的發展已陷入“困局”。

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