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三連板ST愛旭(600732.SH)提示風險:目前公司主要產品主要使用PERC技術
格隆匯 02-20 18:55

格隆匯2月20日丨ST愛旭(600732.SH)公佈,公司A股股票於2020年2月18日、2月19日、2月20日連續三個交易日漲停,股票交易價格存在較大波動。截至2020年2月20日收盤,公司股票價格為11.00元/股。鑑於近期公司股價波動較大,現對公司有關事項和風險説明如下,敬請廣大投資者理性決策,注意投資風險。

公司近期生產經營情況正常,內外部經營環境未發生重大變化。公司主要從事太陽能電池的研發、生產和銷售,主要產品為高效晶硅太陽能電池。目前,公司主營業務和產品結構均未發生重大變化。

國內光伏企業數量眾多,光伏行業“531新政”加快了淘汰落後產能的步伐,一定程度上提高了行業集中度,同時也加劇了行業內頭部企業的競爭程度。但如果未來行業競爭格局發生重大變化,公司有可能將面臨喪失競爭優勢和市場份額下降的風險。

太陽能光伏發電行業受市場需求變動、宏觀經濟波動、產業政策變化和產業鏈各環節發展不均衡等因素的影響,相關原材料及產成品的價格容易出現較大幅度波動。如果未來原材料及產成品價格出現超預期的急劇波動,將可能對公司經營業績帶來不利影響

目前公司的主要產品主要使用PERC技術,雖然PERC技術目前在綜合性能方面具有領先優勢,但光伏行業整體技術迭代速度較快,如果未來其他技術路線出現重大突破,在量產效率大幅提高的同時成本也大幅下降,則現有PERC電池技術將面臨較大沖擊甚至有被替代的風險,將對公司的經營帶來重大不利影響。

近期,公司股票二級市場價格波動較大,敬請廣大投資者注意以上風險,理性決策,謹慎投資。

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