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A股異動 | 雙良節能(600481.SH)跌逾7% 公司單晶硅片業務將會面臨競爭加劇等風險
格隆匯 03-17 14:44
格隆匯3月17日丨此前四日連升累漲超34%的雙良節能(600481.SH)今日低開後震盪下行,現報5.31元,跌7.65%,暫成交7.9億元,最新總市值86億元。雙良節能前日(15日)晚間發公吿稱,公司近期公吿了包頭單晶硅片投資項目,此次從多晶硅還原爐延伸到大尺寸單晶硅片生產業務,正值光伏行業景氣,業內單晶硅片企業紛紛擴產,公司單晶硅片業務將會面臨競爭加劇、價格下降、不達盈利預期等風險。另外,內蒙古自治區政府發佈了《關於進一步加強能耗總量和強度雙控工作實施方案》等文件,目前公司硅片投資項目未受到影響,但未來政策如發生重大變化,可能會對公司生產產生不利影響。

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