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A股異動丨通威股份強勢封板,24年、25Q1核心產品銷量逆勢增長凸顯發展韌性

光伏股拉昇,其中通威股份(600438.SH)強勢封漲停板,報18.77元,成交額放大至15億元,總市值845億元。消息上,根據SMM 5月12日消息,N型多晶硅價格指數37.05元/千克,顆粒硅價格35-36元/千克,多晶硅市場暫時穩定,本週多晶硅會議將召開,市場前期傳出頭部硅料廠挺價消息,或將對後續硅料價格產生支撐。在行業調整期的陣痛中,光伏產業正經歷一場由價格戰驅動的深度洗牌。作爲全球光伏產業鏈核心參與者,通威股份憑藉技術護城河、財務韌性與全球化戰略三大支柱,不僅穩固了行業領先地位,更以創新路徑爲全球能源轉型提供了可複製的產業範本。中國報告大廳發佈的《2025-2030年全球及中國光伏行業市場現狀調研及發展前景分析報告》指出,2024年全年及2025年一季度財報顯示,通威股份實現營業收入919.94億元和159.33億元。公司核心產品銷量逆勢增長凸顯發展韌性——高純晶硅銷量達46.76萬噸(同比增長20.76%),太陽能電池出貨量連續八年全球第一(87.68GW,市佔率約14%),組件銷量突破45.71GW(增幅46.93%)。(格隆匯)

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