季度业绩预计环比明显增长：公司发布业绩预告，1H25 预计盈利2.3-2.8 亿元（人民币，下同），其中2Q25 盈利1.2-1.7 亿元，中值环比增加41%。据卓创资讯，2 季度内地2.0mm 光伏玻璃均价环比上涨4%， 同时天然气、纯碱价格下跌推动成本下降，是业绩增长的主要原因，而对冷修窑炉和存货计提资产减值则对业绩造成一定拖累。行业大幅减产后光伏玻璃价格有望见底回升：中国内地光伏抢装结束后...
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