异动解读 | 国鸿氢能盘中大跌8.17%,中期业绩亏损扩大

异动解读
Aug 26, 2025

国鸿氢能(09663)今日盘中大跌8.17%,引发市场关注。这一显著跌幅与公司最新发布的2025年中期业绩报告密切相关。

根据国鸿氢能发布的中期业绩公告,公司在截至2025年6月30日的6个月内,总收入约为5890万元,同比大幅下降55.7%。更令投资者担忧的是,公司归属母公司股东的净亏损约为1.84亿元,较去年同期亏损扩大13.2%。每股基本亏损为0.36元,虽然较去年同期的0.41元略有改善,但仍处于亏损状态。

国鸿氢能的业绩下滑反映了氢燃料电池行业目前面临的挑战。公司表示,行业仍处于商业化的早期阶段,基础设施建设不完善,且正经历从"政策示范驱动型"向"场景商业化驱动型"的转型,导致市场销量承压。尽管如此,国鸿氢能仍在积极布局未来,报告期内研发投入超过6780万元,并致力于拓展氢能在重卡、轨道交通和船舶等领域的应用。然而,这些长期战略暂时未能缓解投资者对公司短期业绩的担忧,从而导致股价大幅下跌。

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