思格新能今日盘中股价大幅下挫5.19%，引发了市场关注。
消息面上，华为此前已对思格新能提起专利侵权诉讼，指控其侵犯了包括“逆变器母线电压调整方法及装置”在内的多项专利权，涉案产品覆盖了公司核心的光储一体机、光储逆变器等产品线。由于光储一体机贡献了公司90%以上的收入，若最终被认定侵权，公司可能面临产品禁售与高额赔偿的风险，这对市场情绪构成了显著压制。
此外，公司基本面也存在隐忧。数据显示，其存货在短时间内从4.8亿元激增至24.4亿元，库存压力巨大。同时，海外市场潜在的补贴退坡风险也给公司未来业绩增长蒙上了阴影。这些因素共同作用，导致了股价在盘中的大幅下跌。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.