彩虹新能源(00438.HK)預期2025年上半年收入約14.95億元至15.25億元
格隆匯7月21日丨彩虹新能源(00438.HK)公告,預期集團於2025年上半年實現營業收入約爲人民幣14.95億元至人民幣15.25億元,與截至2024年6月30日止6個月的營業收入約爲人民幣20.39億元相比減少約25.21%至26.68%,於2025年上半年歸屬於母公司股東的淨虧損約爲人民幣2.90億元至人民幣3.20億元,與2024年上半年歸屬於母公司股東的淨利潤約爲人民幣419萬元相比減少約人民幣2.94億元至人民幣3.24億元。
集團營業收入減少以及歸屬於母公司股東的淨利潤減少的主要原因如下:1.集團2025年上半年光伏玻璃銷量與2024年上半年相比增長約5.5%,但由於產品價格下跌,因此2025年上半年營業收入與2024年上半年相比下降約25.21%至26.68%。2.受供需矛盾和產能錯配影響,光伏玻璃行業競爭加劇,集團全力開展降本增效工作,加快技術創新及高附加值產品研發和量產,但產品價格持續下跌,導致集團光伏玻璃業務毛利率大幅下滑。3.因產品價格下跌,本着謹慎性原則,公司對部分存貨計提了減值準備。
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