光伏业绩加剧分化:硅料喘息、组件受压 上下游悲欢不相通

澎湃新闻
Oct 29, 2025

光伏反内卷持续推进,产业链业绩分化冷热两重天:三季度硅料价格回升为上游止血,多晶硅企业盈利有所修复,但下游电池与组件环节价格涨幅有限、盈利仍承压。硅料喘息之际,组件却承受成本抬升与需求疲软的双重压力。  大全能源(688303.SH)最新披露的财报显示,第三季度实现营业收入17.73亿元,同比增长24.75%;归属于上市公司股东的净利润7347.90万元,结束了其2024年第二季度以来连续五个季度...

Source Link

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10