信义光能控股有限公司(00968.HK)今日盘中大跌6.11%,引起市场广泛关注。
消息面上,国家能源局最新发布数据显示,2025年中国光伏新增装机或将同比下滑8.13%至22.54%。此外,光伏行业内卷式竞争加剧,导致产品价格快速下滑,给整个光伏产业链盈利空间造成挤压,使得不少光伏企业严重亏损,尾部企业不得不面临破产出清。
作为国内主要的光伏玻璃和发电场开发商,信义光能深受上述行业不利因素的影响。公司业绩承压,成本提高,加上市场低迷,股价持续受压,今日盘中大跌逾6%。市场人士指出,只有等待相关监管部门出台新政策,才能扭转当下的不利局面。
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