A股異動丨光伏股集體上升,陽光電源升超6%,愛旭股份升3%
A股光伏股集體上升,其中,龍頭陽光電源升超6%,首航新能升4.3%,德業股份升3.8%,愛旭股份、固德威、大全能源升3%,天合光能、晶科能源、隆基綠能皆升超2%。消息上,中信建投證券研報指出,從2024年年報及2025年一季報情況來看,光伏行業盈利能力明顯回落。但當前研報認為光伏行業報表端底部已經出現,四季度大量固定資產減值以及一季度東南亞雙反影響已體現至報表,預計盈利能力進一步惡化概率較小。從產能端來看,行業擴產意願受低盈利影響已明顯下降,固定資產增速預計未來一年將大幅回落,但存量產能仍明顯高於需求。研報認為行業後續需要重點關注上游去庫以及產能出清進度。目前電池環節仍存在一定技術迭代,現金緊張的企業後續無法進行TOPCon改造升級或者BC產能建設,無法進行升級的TOPCon產能會逐步難以獲取訂單,並淘汰出市場,從而實現電池環節的產能出清。(格隆匯)

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.