智通财经APP获悉，新特能源(01799)涨超7%，截至发稿，涨7.36%，报7.29港元，成交额5052.21万港元。
消息面上，新特能源发布2025年中期业绩，营业收入73.11亿元(人民币，下同)，同比减少37.74%；归母净亏损2.56亿元，同比收窄71.11%。而今年一季度归属于上市公司股东的净亏损为2.63亿元。公告指出，报告期内，公司合理制定多晶硅生产计划，纵深推进提质降本，持续大力发展光伏、风电资源开发、建设、运营以及关键设备制造业务，参股的两个火电项目成为新的利润贡献单元，进一步提升了经营韧性和抗风险能力。
国泰君安期货指出，短期周度产量维持高位。四川、云南及新疆部分工厂复产，但亦有部分新疆工厂减产，8月多晶硅排产预计超过13万吨。库存视角，SMM统计本周硅料厂家库存去库，下游买货补库较多，库存转移至下游环节。市场多关注“反内卷”所带来的供给端变化，比如9月份开始的限售措施，关注是否带来供应端的减产力度。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.