凯盛新能(01108)公布截至2026年6月30日止六个月财务数据，期内公司实现营收约11.84亿元，同比下降29.27%。经调整后净亏损约8.41亿元，相较去年同期4.59亿元亏损规模进一步扩大83.43%。经营活动现金流量净额约-4.40亿元，同比改善40.99%。
本期研发投入明显收缩，研发费用支出环比减少至约0.51亿元，同比下降24.08%。销售费用约0.39亿元，同比上升10.34%；管理费用约0.71亿元，同比上升12.97%，主要受辞退福利及日常管理开支上升影响。成本方面，随着市场需求疲软与产品价格下行，整体生产成本同步减少，但销售与财务支出均有所增长，进一步压缩了利润空间。
业务分项方面，光伏玻璃依旧是最主要的营收来源。报告期内，光伏玻璃板块创造营收约11.76亿元，较上年同期的16.62亿元有所回落，降幅约29.30%。公司表示，上半年光伏行业进入深度调整期，供需失衡与市场价格低位对本期收入和盈利情况造成较大压力。
（本文所称“经调整净亏损”对应财报中“归属于本公司股东扣除非经常性损益后的净亏损”。）
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