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鈞達股份(02865.HK):預計上半年淨虧損2億元至3億元

格隆匯7月14日丨鈞達股份(02865.HK)發佈2025年半年度業績預告,2025年1月1日至6月30日,歸屬於上市公司股東的淨虧損爲20,000萬元至30,000萬元,去年同期虧損16,633.59萬元;扣除非經常性損益後歸屬於上市公司股東的淨虧損爲40,000萬元至50,000萬元,去年同期虧損39,029.39萬元;基本每股虧損爲0.83元╱股至1.25元╱股。

公告表示,受制於過去幾年產業鏈各環節產能規模持續擴張影響,行業面臨階段性產能供給大於需求局面,產業鏈各環節競爭加劇,產品價格持續下行,公司產品盈利能力承壓。

2025年上半年公司持續聚焦光伏核心技術,通過半片邊緣鈍化、柵線細線化、光學性能優化等電池工藝技術升級,提升光伏電池轉換效率、降低光伏電池生產成本。在行業前沿的BC、鈣鈦礦疊層等技術領域持續探索,推動產業化進展。同時,公司堅持全球化發展戰略,一方面通過電池產品海外市場銷售方式,持續開拓亞洲、歐洲、北美、拉丁美洲、澳洲等新興市場客戶,實現海外銷售佔比從2024年度23.85%到2025年上半年51.90%的大幅增長。另一方面公司計劃通過海外先進電池產能建設方式,融入海外本土產業鏈,面向高附加值海外市場,深化全球市場服務能力及電池產品供應能力,拓展企業發展新機遇。2025年5月8日,公司順利實現香港聯交所上市,募集資金淨額12.9億港元。憑藉A+H國際化資本運作平臺,公司融資能力及資金實力大幅提升,爲全球化發展提供保障。

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