异动解读 | 大全新能源子公司亏损预期引发股价暴跌9.28%

异动解读
21 Jan

大全新能源(DQ)周二盘中暴跌9.28%,引发市场广泛关注。

导致股价暴跌的主因是:该公司旗下重要子公司新疆大全新能源股份有限公司预计在2024年将由盈转亏,亏损金额高达26亿至31亿元人民币。而该子公司在2023年同期仍然保持盈利57.63亿元。

分析人士认为,2024年国内多晶硅市场供需严重失衡,产品价格持续下跌,甚至跌破行业现金成本线,造成整个多晶硅行业的毛利率和盈利水平大幅下降。新疆大全作为大全新能源核心子公司,受此影响预计将在2024年前三季度营收同比大减53.37%、亏损高达11.71亿元。

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