通威股份(600438.SH)跌停 兩天市值蒸發362億元
格隆匯3月4日丨昨日收跌近8%的通威股份(600438.SH)今日盤中再度跌停,報38.79元,兩天累跌17.19%,市值蒸發362億元。通威股份目前價格較2月10日創出的歷史最高價55.5元已跌去30.11%。據市場消息,近日通威股份的負面信息較多,包括:市場對顆粒硅取代西門子法的擔憂、沒有公佈業績預吿引發對業績的擔憂、對薄片化減少硅料需求的擔憂,以及對能源局發佈的2021年風、光發電開發徵求意見稿反應略悲觀。對於市場擔憂,通威昨晚給出迴應稱:公司經營層面是正常的,資本市場的波動主要是受短期情緒的波動影響。針對市場擔憂的公司是否存在減值情況,通威股份人士迴應稱,並不清楚市場、投資者是怎麼想的,但公司經營是完全正常的,“這可能是一個短期的情緒錯殺現象。”通威股份人士表示,顆粒硅對公司沒有影響。“硅料市場足夠大,能夠允許多種技術路線的存在,但由於盈利能力的不同,有些企業多賺一些、有的少賺一些,我們覺得顆粒硅會少賺一些,因為它的成本原因,一直屬於追趕者的角色。”

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