异动解读|钧达股份盘中下跌5.37%,光伏板块基本面持续恶化叠加欧盟贸易防御风险升温

行情直击
Jun 10

6月10日,钧达股份盘中下跌5.37%,报25.76港元,成交额3763.45万港元。

消息面上,光伏板块近期遭遇多重利空持续发酵。据国家能源局数据,4月太阳能发电装机容量同比下降78.95%;6月硅片、电池片、组件排产同比分别下滑8%、12.3%、18%,产业链景气度加速下行。此外,欧洲太阳能制造委员会联合22家行业协会敦促欧盟启用贸易防御工具应对产能过剩,海外市场不确定性加剧。公司此前受SpaceX超级工厂投建及IPO预期催化,股价累计反弹约40%,当前获利回吐压力叠加主业持续亏损,抛压再度释放。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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