10月30日早盘,新特能源(01799)股价大涨6.41%,报11.48港元。引发市场关注的主要原因有以下两点:
一方面,近期光伏组件价格出现上涨。消息称,头部组件企业如隆基、天合等已相继上调出货价格1-3分/瓦,主因是光伏行业协会提出了"防内卷"倡议,初期成效显现。中信证券分析师认为,这将有利于行业长期健康发展,加之当前国内光伏装机量持续走高,整个光伏产业链的投资价值进一步凸显。因此,光伏组件涨价对新特能源作为光伏企业而言是利好因素之一。
另一方面,新特能源前三季度业绩并不理想。公司公告显示,截至9月底,新特能源实现营收164.62亿元人民币,但出现14.05亿元的净亏损。业绩欠佳或在一定程度上抵消了行业利好的影响,制约了股价表现。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.