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A股異動丨關閉部分東南亞產線?隆基綠能大跌超6%創4年新低
隆基綠能午後跌幅進一步擴大至超6%至17.11元,股價創2020年6月以來新低。消息面上,美國對東南亞四國(柬、馬、泰、越)太陽能產業關税豁免6日到期,東南亞的中國太陽能企業無法再享有豁免優惠。隨着豁免日期逼近,市場傳出,隆基綠能在馬來西亞的太陽能組件廠自本週起逐步停產,越南電池工廠的5條產線則已全部停工。隆基綠能4日晚間回覆媒體稱,目前行業環境錯綜複雜,公司持續對全球太陽能市場和政策等關鍵因素,進行洞察和研判。公司持續推動全球基地工廠的數位化升級和技術改造,因此出現不同區域基地的生產計畫調整。隆基綠能坦言:今年以來,行業面臨產品價格變化、技術反覆運算加速和貿易政策調整等多重影響,太陽能企業面臨一定的經營挑戰。

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