金吾财讯 | 新特能源(01799)探底回升，截至发稿，涨7.81%，报4.82港元，成交额917万港元。消息面上，国元国际研报指，考虑新特能源风光电站建设及运营资产价值，公司价值严重低估，该机构更新公司盈利预测，初步判断2026年公司将回归正常盈利。该机构指，基于目前多晶硅价格，下行空间已极为有限。2025年整体行业业绩将持续承压，下半年在供给侧持续停产检修措施下，预期2026年供需关系改善后，价格有望回归理性。
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