彩虹新能源(00438)发盈警 预期上半年归母净亏损约4.40亿元至4.95亿元

智通财经
Jul 28

智通财经APP讯,彩虹新能源(00438)发布公告,预期本集团于2026年上半年归属于母公司股东的净亏损约为人民币4.40亿元至人民币4.95亿元,与截至2025年6月30日止六个月归属于母公司股东的净亏损约为人民币2.96亿元相比增加约人民币1.44亿元至人民币1.99亿元。

本集团归属于母公司股东的净亏损增加的主要塬因如下: 1. 受供需矛盾和产能错配影响,光伏玻璃供需失衡,本集团全力开展降本增效工作,加快技术创新、提升高附加值产品销售占比,但产品价格持续下跌,导致本集团光伏玻璃业务毛利率下滑。2. 因产品价格下跌,本着谨慎性原则,本集团对部分存货计提了减值准备。

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