港股詳情

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新特能源

8.050

-0.240-2.90%

成交量：194.25萬

成交額：1,554.73萬

市值：115.12億

市盈率：-2.69

高：8.350

開：8.350

低：7.890

收：8.290

52周最高：9.290

52周最低：3.780

股本：14.30億

香港流通股本：3.76億

量比：0.65

換手率：0.52%

股息：- -

股息率：- -

每股收益(LYR):-2.989

淨資產收益率：-9.03%

總資產收益率：-1.97%

市淨率：0.32

市盈率(LYR):-2.69

市銷率: 0.63

資料載入中...

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涨4.6%，信义玻璃涨4.43%，顺风清洁能源涨4.35%，福莱特玻璃在4.26%，协鑫科技涨3.97%，新特能源涨2.76%。另外，此前9月19日，广东省发展改革委、广东省能源局联合发布了关于印发《关于深化新能源上网电价市场化改革促进新能源高质量发展的实施方案》的通知，其中提到，推动新能源上网电量全面参与市场交易。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/NmNiNTg2NTUyNjE5NjAwNw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NmNiNTg2NTUyNjE5NjAwNw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1966769","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1148","00868","BK1105","IE00BZ08YR35.GBP","BK1554","00968","BK0054","BK1500","LU1983299162.USD","SG9999014674.SGD","03800","06865","BK0271","BK1589","BK1169","BK1522","01799","000591","BK1594","BK1610","IE00BZ08YS42.EUR","BK0132","IE00BZ08YT58.USD","BK1154","01165"],"gpt_icon":0},{"id":"2569764592","title":"【IPO前哨】赴港！中潤光能半年狂賺12億，海外收入佔比飆升","url":"https://stock-news.laohu8.com/highlight/detail?id=2569764592","media":"IPO解码","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2569764592?lang=zh_tw&edition=fundamental","pubTime":"2025-09-23 11:48","pubTimestamp":1758599339,"startTime":"0","endTime":"0","summary":"根据招股书，今年3月份，中润光能首次向港交所递表，后招股书失效。招股书还显示，中润光能的业务遍及超过32个国家和地区，拥有1000余家客户。好消息在于，到了2025年上半年，中润光能的收入同比增长26.47%至74.65亿元，净利润增至12.04亿元，实现扭亏，主要系销量和平均售价双双录得同比增长。另外，光伏组件实现的收入占总收入的比重整体也在上升，2025年上半年为14.6%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250923124157a730c1b2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:04","pubTimestamp":1758596678,"startTime":"0","endTime":"0","summary":"中金指出，光伏行业经历上半年抢装及三季度行业挺价后，经营压力一定程度缓解，但债务压力仍然较大、供需关系尚未明显改善，“反内卷”必要性依旧。随着各部委、协会及企业的共同努力，部分环节的“反内卷”方案逐渐明晰，虽然整体仍有较大挑战，但该行仍看好“反内卷”的持续推进以及板块弹性。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1348318.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1148","BK1169","BK1594","SG9999014674.SGD","YANG","LU1983299162.USD","HSCEI","BK1583","BK4614","00968","IE00BZ08YR35.GBP","06865","IE00BZ08YS42.EUR","BK1589","01799","BK1154","03868","BK1554","IE00BZ08YT58.USD"],"gpt_icon":1},{"id":"2569544764","title":"新特能源盤中異動 早盤大幅下跌5.17%","url":"https://stock-news.laohu8.com/highlight/detail?id=2569544764","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2569544764?lang=zh_tw&edition=fundamental","pubTime":"2025-09-23 10:25","pubTimestamp":1758594328,"startTime":"0","endTime":"0","summary":"2025年09月23日早盘10时25分，新特能源股票出现波动，股价急速下挫5.17%。截至发稿，该股报7.710港元/股，成交量125.4万股，换手率0.33%，振幅5.17%。机构评级方面，在所有5家参与评级的机构中，100%的券商给予买入建议，无券商给予持有、卖出建议。新特能源股票所在的新能源物料行业中，整体跌幅为0.57%。其相关个股中，中环新能源、信义储电、同景新能源涨幅较大，振幅较大的相关个股有重塑能源、国鸿氢能、亿华通，振幅分别为7.20%、6.98%、6.18%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092310252897a3a0f3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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08:55","pubTimestamp":1758588953,"startTime":"0","endTime":"0","summary":"一系列政策造成美国市场需求以及组件价格大幅波动，更迫使开发商加速转向本土供应链，美国光伏市场供需均面临着深刻的重构。该机构指，美国光伏本土化制造趋势愈发明显，美资本土产能优势显著，而中国供应链出口美国的空间正持续被压缩。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1966636","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2148510915.USD","LU0455707207.USD","BK1144","LU0051755006.USD","03800","00868","LU1934453819.USD","BK0276","BK1169","03606","01250","LU0828238088.HKD","LU2242644610.SGD","LU0572944931.SGD","IE00BZ08YT58.USD","BK1594","01799","BK1509","IE00BZ08YR35.GBP","BK0188","BK1154","IE0008369823.USD","LU1781817850.SGD","LU1655091616.SGD","LU1983299162.USD","BK1500","BK1554","BK0012","BK1610","LU0502904849.HKD","LU1064131003.USD","SG9999014674.SGD","06865","LU0456827905.SGD","BK1589","LU1580142542.USD","BK0183","BK1148","LU1979443071.USD","601688","BK0028","LU0327786744.USD","LU1064130708.USD","03868","06886","LU1328615791.USD","BK1564","BK1583","IE00BZ08YS42.EUR","00968"],"gpt_icon":0},{"id":"2569737159","title":"每日沽空追蹤 | 新特能源 09月22日沽空量成交16.64萬股，沽空比例為7.44%","url":"https://stock-news.laohu8.com/highlight/detail?id=2569737159","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2569737159?lang=zh_tw&edition=fundamental","pubTime":"2025-09-22 16:30","pubTimestamp":1758529826,"startTime":"0","endTime":"0","summary":"新特能源北京时间09月22日，跌0.25%，卖空量成交16.64万股，较上一交易日减少51.57%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250922163246a43bf547&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250922163246a43bf547&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["SG9999014674.SGD","01799","BK1148","BK1554","BK1594"],"gpt_icon":0},{"id":"2568295878","title":"每日沽空追蹤 | 新特能源 09月19日沽空量成交7.08萬股，沽空比例為2.77%","url":"https://stock-news.laohu8.com/highlight/detail?id=2568295878","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2568295878?lang=zh_tw&edition=fundamental","pubTime":"2025-09-19 16:30","pubTimestamp":1758270625,"startTime":"0","endTime":"0","summary":"新特能源北京时间09月19日，涨2.52%，卖空量成交7.08万股，较上一交易日减少67.88%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250919163257a729e4e4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250919163257a729e4e4&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1594","01799","SG9999014674.SGD","BK1554","BK1148"],"gpt_icon":0},{"id":"2568280888","title":"【券商聚焦】交銀國際繼續看好光伏行業「反內卷」推進","url":"https://stock-news.laohu8.com/highlight/detail?id=2568280888","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2568280888?lang=zh_tw&edition=fundamental","pubTime":"2025-09-19 09:07","pubTimestamp":1758244042,"startTime":"0","endTime":"0","summary":"这些产能目前绝大多数处于停产状态，同时标准发布后将有12个月过渡期，因此对短期供应的影响较小。多晶硅能耗标准的超预期收紧，该机构认为反映出政府对光伏行业“反内卷”的坚定决心，并以提高技术标准作为淘汰落后产能的主要手段。该机构继续看好光伏行业“反内卷”推进，首选能耗最低的颗粒硅龙头协鑫科技。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1966463","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03868","BK1154","LU0828238088.HKD","LU1655091616.SGD","LU0269904917.USD","LU0051755006.USD","00868","BK1509","LU0502904849.HKD","BK1589","LU1983299162.USD","BK1144","BK1169","01250","LU2242644610.SGD","BK1594","06865","03329","LU0572944931.SGD","SG9999014674.SGD","BK1583","LU0509642566.USD","03606","BK1610","LU0456827905.SGD","BK1105","01799","BK1147","BK1554","IE0034224299.USD","IE0008369823.USD","BK1148","00968","03800","IE00BZ08YR35.GBP","IE00BZ08YS42.EUR","LU0455707207.USD","BK1500","LU0327786744.USD","IE00BZ08YT58.USD"],"gpt_icon":0},{"id":"2568426563","title":"港股異動 | 光伏股集體走低 9月多晶硅產量維持高位 市場關注行業自律會議的具體情況","url":"https://stock-news.laohu8.com/highlight/detail?id=2568426563","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2568426563?lang=zh_tw&edition=fundamental","pubTime":"2025-09-18 14:28","pubTimestamp":1758176905,"startTime":"0","endTime":"0","summary":"方正中期期货表示，9月多晶硅产量维持高位，供给持续宽松，新疆、青海、宁夏持续复产放量，云南地区也达到满产状态。前期所谓企业自律限产减产消息仍未见端倪。该行表示，但近期基本面并非市场关注焦点，反内卷政策预期下，期现价格的运行主逻辑仍依赖于未来政策的明确性与落地程度，关注本周多晶硅行业自律会议的具体情况。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1346706.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1144","LU2242644610.SGD","LU1655091616.SGD","06865","BK1554","LU0502904849.HKD","IE00BZ08YT58.USD","YANG","BK1589","BK1509","LU0509642566.USD","IE00BZ08YR35.GBP","LU0828238088.HKD","LU0456827905.SGD","BK1583","LU0051755006.USD","00968","LU0455707207.USD","BK4614","IE00BZ08YS42.EUR","BK1594","IE0008369823.USD","01799","SG9999014674.SGD","LU0327786744.USD","03606","HSCEI","BK1169","LU0269904917.USD","LU0572944931.SGD","BK1148","LU1983299162.USD","IE0034224299.USD"],"gpt_icon":1},{"id":"2567106439","title":"每日沽空追蹤 | 新特能源 09月16日沽空量成交24.64萬股，沽空比例為9.79%","url":"https://stock-news.laohu8.com/highlight/detail?id=2567106439","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2567106439?lang=zh_tw&edition=fundamental","pubTime":"2025-09-16 16:30","pubTimestamp":1758011425,"startTime":"0","endTime":"0","summary":"新特能源北京时间09月16日，涨2.04%，卖空量成交24.64万股，较上一交易日减少45.24%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250916163303a4c927dd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250916163303a4c927dd&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1594","BK1554","SG9999014674.SGD","01799","BK1148"],"gpt_icon":0},{"id":"2567106430","title":"新特能源09月16日獲主力加倉37.0萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=2567106430","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2567106430?lang=zh_tw&edition=fundamental","pubTime":"2025-09-16 16:15","pubTimestamp":1758010537,"startTime":"0","endTime":"0","summary":"09月16日, 新特能源股价涨2.04%，报收8.00元，成交金额2002.2万元，换手率0.67%，振幅5.36%，量比0.49。新特能源今日主力资金净流入37.0万元，上一交易日主力净流入237.1万元。该股近5个交易日下跌2.79%，主力资金累计净流出919.3万元；近20日主力资金累计净流入1807.0万元，其中净流入天数为10日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250916161818a4c91ff3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250916161818a4c91ff3&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["01799","BK1594","BK1148","SG9999014674.SGD","BK1554"],"gpt_icon":0},{"id":"2567710643","title":"多晶硅：主力合約漲幅收窄至2.84%，關注會議消息","url":"https://stock-news.laohu8.com/highlight/detail?id=2567710643","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2567710643?lang=zh_tw&edition=fundamental","pubTime":"2025-09-16 10:44","pubTimestamp":1757990650,"startTime":"0","endTime":"0","summary":"【9月16日早盘多晶硅主力合约涨幅收窄，关注行业自律会议消息】9月16日早盘，多晶硅主力合约涨幅收窄至2.84%。国投期货分析称，当前未释放增量政策信号，盘面震荡整理。 9月多晶硅行业启动限产限销，但周度开工数据显示，仅个别企业减产且幅度有限。现货端，N型复投料报价稳定，下游采购意向价集中在5万元/吨。 综上，多晶硅主力合约参考5万 - 5.5万元/吨区间震荡运行，需关注本周行业自律会议相关消息。本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担本文来自和讯财经，更多精彩资讯请下载“和讯财经”APP","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250916104635a4c89317&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250916104635a4c89317&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1554","01799","BK1594","SG9999014674.SGD","BK1148"],"gpt_icon":0},{"id":"2567228571","title":"光伏太陽能股盤初強勢 福萊特玻璃(06865)漲6.36%  機構指搶裝促進光伏產業鏈經營現金改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2567228571","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2567228571?lang=zh_tw&edition=fundamental","pubTime":"2025-09-16 09:35","pubTimestamp":1757986518,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光伏太阳能股盘初强势，截至发稿，福莱特玻璃 涨6.36%，协鑫科技涨5.56%，新特能源涨4.34%，信义光能涨3.52%，信义玻璃涨3.32%，协鑫新能源跌3.45%。消息面上，中国银河发研报指，当前行业陷入“内卷”困境的核心问题在于产能过剩、存量博弈与创新不足。行业从争夺存量转向创造增量有赖于政策引导、技术创新和“出海”多条路径走出“内卷”。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1966195","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BZ08YT58.USD","LU1983299162.USD","00968","BK0271","00451","BK1500","BK1589","01799","BK1610","IE00BZ08YR35.GBP","00868","SG9999014674.SGD","BK1105","06865","03800","IE00BZ08YS42.EUR","BK1554","BK0132","000591","BK1594","BK1154","BK1169","BK0054","159863","BK1148"],"gpt_icon":0},{"id":"2567121131","title":"【券商聚焦】中國銀河：後續光伏反內卷核心點在於組件漲價可否順利傳導及技術創新開新局","url":"https://stock-news.laohu8.com/highlight/detail?id=2567121131","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2567121131?lang=zh_tw&edition=fundamental","pubTime":"2025-09-16 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中国银河发研报指，后续光伏反内卷核心点在于1）硅料不低于成本价销售，合理价格区间如何？2）组件涨价可否顺利传导；3）技术创新开新局。当前行业陷入“内卷”困境的核心问题在于产能过剩、存量博弈与创新不足。行业从争夺存量转向创造增量有赖于政策引导、技术创新和“出海”多条路径走出“内卷”。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1966182","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0828238088.HKD","LU1655091616.SGD","LU0509642566.USD","BK1148","01799","LU0572944931.SGD","601881","BK1144","BK1169","BK1509","LU0502904849.HKD","SG9999014674.SGD","LU2242644610.SGD","BK1594","LU0455707207.USD","BK1147","03868","BK1610","LU0456827905.SGD","BK0188","00868","BK1154","IE0008369823.USD","BK1583","BK1105","IE0034224299.USD","03800","LU0327786744.USD","BK1564","LU0051755006.USD","BK1554","03606","LU0269904917.USD","06865","06881","BK1500","BK0276","BK1589"],"gpt_icon":0},{"id":"2567453167","title":"【熱門行業】新型儲能建設三年方案發布 2027年180GW以上規模目標或可輕鬆達成？","url":"https://stock-news.laohu8.com/highlight/detail?id=2567453167","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2567453167?lang=zh_tw&edition=fundamental","pubTime":"2025-09-15 11:48","pubTimestamp":1757908111,"startTime":"0","endTime":"0","summary":"根据《中国新型储能发展报告》的数据显示，截至2024年底，国内已投运新型储能项目总规模达7376万千瓦/1.68亿千瓦时，占全球累计装机的40%以上。中信证券认为政策托底下，目标达成具备充分保障，实际装机规模甚至可能超出预期。建议关注受益于新型储能发展，技术和规模领先的逆变器头部企业。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/ZDMzODA5NjAwODI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ZDMzODA5NjAwODI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1966123","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BGHQDM52.EUR","LU1515016050.SGD","BK1594","LU1048596156.SGD","03800","LU0651946864.USD","BK1589","00836","00916","BK1528","LU2048586759.USD","BK1554","LU0287142896.SGD","HK0000500386.USD","LU0173614495.USD","BK1169","LU0531970944.HKD","IE00BVYPNQ40.USD","LU0417516738.SGD","LU0469268626.HKD","LU0821914370.USD","01193","01798","06865","BK1105","IE0008368742.USD","00968","IE00BZ08YR35.GBP","LU0054450605.USD","LU0348825331.USD","BK1125","LU0254981946.USD","BK1558","02688","LU1808992512.USD","IE00BZ08YS42.EUR","LU0417516902.SGD","01799","00135","LU1224709979.USD","02380","01108","BK1530","HK0000252160.HKD","BK1610","00579","BK1570","BK1566","LU0449515922.USD","SG9999014674.SGD"],"gpt_icon":0},{"id":"2567169319","title":"【券商聚焦】交銀國際：新型儲能規模化建設專項行動方案印發 儲能需求保持強勁","url":"https://stock-news.laohu8.com/highlight/detail?id=2567169319","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2567169319?lang=zh_tw&edition=fundamental","pubTime":"2025-09-15 09:01","pubTimestamp":1757898073,"startTime":"0","endTime":"0","summary":"金吾财讯 | 交银国际表示，国家发改委、国家能源局印发《新型储能规模化建设专项行动方案(2025—2027年)》。方案指出，2027年中国内地新型储能装机规模达到180GW以上，该机构预计实际装机有望远超该下限。方案指出，鼓励新型储能全面参与电能量市场，加快价格机制建设，推动完善新型储能等调节资源容量电价机制。5月新能源抢装结束后国内储能需求保持强劲，8月中国内地储能市场完成25.8GW/69.4GWh招标，创历史新高。根据方案，未来电能量市场、辅助服务市场、容量电价/补偿，都将成为储能盈利来源，有利于提升储能收益率，该机构预计在经济性推动下中国内地储能新增装机将快速增长。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"99697d38e9a11474c7d473a0e41b3ef2","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1966084","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0449515922.USD","BK1500","IE00BVYPNQ40.USD","IE0034224299.USD","IE00BVYPNP33.GBP","BK1554","BK1618","BK1109","LU0469268626.HKD","03868","HK0000500386.USD","IE00BGHQDM52.EUR","01798","03329","LU0051755006.USD","00268","BK1154","01799","LU1115378108.SGD","BK1528","BK1586","BK1518","00135","00916","SG9999014674.SGD","00384","LU0823040885.USD","LU0417516738.SGD","BK1148","LU0054450605.USD","LU0214875030.USD","01193","BK1147","BK1105","01108","LU0072462343.USD","LU1048588211.SGD","BK1610","00579","LU0348735423.USD","LU0449509016.USD","LU1808992512.USD","BK1169","HK0000252152.HKD","LU0348825331.USD","BK1589","03800","BK1125","LU1981816686.USD","HK0000252160.HKD"],"gpt_icon":0},{"id":"2567165027","title":"新特能源：天池能源擬向新疆硅基新材料創新中心增資3500萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=2567165027","media":"新浪港股","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2567165027?lang=zh_tw&edition=fundamental","pubTime":"2025-09-15 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打造規範透明的零售市場！兩部門發佈重要指引→","url":"https://stock-news.laohu8.com/highlight/detail?id=2567318067","media":"电联新媒","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2567318067?lang=zh_tw&edition=fundamental","pubTime":"2025-09-13 18:18","pubTimestamp":1757758699,"startTime":"0","endTime":"0","summary":"电力现货市场建设已步入快车道。值得一提的是，1171号文提出要“打造规范透明的零售市场”。1171号文通过零售市场平台、分时套餐机制、零售市场信息披露等办法进一步加强零售市场传导价格信号，发现价格信号的作用。市场运营机构应定期发布批发市场均价、零售市场均价等信息，破除零售市场信息壁垒。电改九年观察 | 电力零售市场改革需谨防孤岛危机编辑：王馨垚","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250913182338978f5b06&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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