新特能源（01799）今日盘中大涨7.95%，截至发稿，股价报7.29港元，成交额超过5000万港元。此次股价上涨主要受到公司发布的2025年中期业绩报告的积极影响。
根据新特能源发布的2025年中期业绩报告，公司营业收入为73.11亿元人民币，同比下降37.74%。然而，归属于母公司股东的净亏损仅为2.56亿元，同比大幅收窄71.11%。值得注意的是，今年一季度公司净亏损为2.63亿元，这表明公司在第二季度已实现扭亏为盈。公司表示，在报告期内通过合理制定多晶硅生产计划、推进提质降本、大力发展光伏和风电业务等措施，显著提升了经营韧性和抗风险能力。
此外，市场也在关注多晶硅行业的供需变化。国泰君安期货指出，目前多晶硅周度产量维持高位，8月预计产量超过13万吨。然而，市场更多关注9月份开始实施的"反内卷"限售措施可能带来的供给端变化。这些因素综合影响下，投资者对新特能源的未来发展前景持积极态度，推动了股价的大幅上涨。
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