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鈞達股份(002865.SZ):半年度預虧2億元-3億元

格隆匯7月14日丨鈞達股份(002865.SZ)公佈2025年半年度業績預告,1-6月公司實現歸屬於上市公司股東的淨利潤虧損2億元~3億元,扣除非經常性損益後歸屬於上市公司股東的淨利潤虧損4億元~5億元,基本每股收益虧損0.83元/股~1.25元/股。

2025年度,光伏發電效率穩步提升,光伏發電成本不斷下降,光伏發電作爲全球主要能源生產方式性價比持續凸顯。在此背景下,全球光伏裝機需求保持高增長。2025年1-5月,國內新增光伏裝機規模達197.85GW,同比增長150%;新能源光伏產業作爲中國代表性優勢產業,仍保持長期向好態勢穩步發展。

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。受此因素影響,公司經營利潤預計錄得虧損。

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