异动解读 | 大全新能源盘前大涨10.56%,Q3业绩超预期扭亏为盈

异动解读
Oct 27, 2025

周一盘前,大全新能源(股票代码:DQ)股价大涨10.56%,引发市场广泛关注。这一显著涨幅主要源于公司发布的2025年第三季度财报超出市场预期。

根据大全新能源最新公布的财报,2025年第三季度公司实现营收约2.446亿美元,同比增长23%。更引人注目的是,公司多晶硅销量达到42,406吨,环比激增134%。在non-GAAP准则下,公司成功扭亏为盈,实现归属于股东的调整后净利润约370万美元,而上一季度则亏损5,790万美元。

财报还显示,大全新能源第三季度毛利率由上季度的-108.3%大幅改善至3.9%。公司在降本增效方面也取得显著进展,多晶硅平均总生产成本从上季度的7.26美元/公斤降至6.38美元/公斤。此外,公司现金储备充足,截至季度末现金及相关资产合计达22.1亿美元,较上季度末的20.6亿美元有所增加。这些积极因素共同推动了投资者信心,导致股价在盘前交易中大幅攀升。

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