智通财经APP获悉，钧达股份(02865)跌超5%，截至发稿，跌4.82%，报15.81港元，成交额3308.73万港元。
消息面上，钧达股份发布2026年中期业绩，该集团取得收入人民币31.51亿元(单位下同)，同比减少13.81%；公司拥有人应占亏损2.53亿元，同比收窄4.03%。其中二季度公司实现营业收入14.86亿元，同比16.89%；实现归母净利润-2.67亿元，同比亏损扩大、环比转亏。
中金认为，公司二季度业绩低于该行预期，主要系电池片价格加速下行所致。公司上半年电池出货约10GW，该行测算二季度出货约5GW，上半年海外出货占比约50%。根据Solarzoom 数据，TOPCon(182)电池价格(含税)2Q26环比下降约23%至0.33 元/W，二季度电池环节盈利持续承压。
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