业绩简评8 月1 日公司发布2025 年中报,上半年实现公司权益持有人应占盈利7.46 亿元,同比下降58.8%,位于业绩预告区间内。经营分析光伏玻璃盈利能力较24H2 显著修复,计提产线减值影响业绩释放。上半年公司光伏玻璃日熔量维持在23200 吨(与2024 年底持平),通过库存下降实现了销量(以吨计)同比增长17.5%。上半年光伏玻璃行业供给相对充足,3 月起终端抢装带动需求增长、价格回升,...
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