异动解读|钧达股份盘中下跌5.78%,光伏板块基本面持续承压叠加前期反弹获利回吐

行情直击
Jun 08

6月8日,钧达股份盘中下跌5.78%,报28.68港元,成交额9318.88万港元。消息面上,光伏板块近期遭遇下游资本开支收缩、设备商业绩暴雷及海外大单终止三重利空叠加,全产业链持续亏损,头部组件企业一季度全部续亏,行业基本面疲弱格局未改。此前受SpaceX超级工厂投建及IPO预期催化,公司股价累计反弹约40%,短期获利回吐压力显著,尽管公司通过子公司捷泰航天布局太空光伏并完成在轨验证,但相关业务尚未形成实质性收入,难以对冲主业亏损压力,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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