2025年伊始,上市公司已陆续披露2024年的盈利预告。但光伏玻璃龙头信义光能(00968.HK)发布盈利预警后,却在1月2日开盘一度大跌7%,中午报收3.01港元,下跌4.14%。 由于太阳能玻璃产品的市场供求失衡,市价大幅下降,以及固定资产、存货等减值拨备的会计处理等原因,信义玻璃预期2024年净利润同比骤减70%至80%,低于市场预期而引发股价下跌。 深陷“内卷”困局的光伏行业,什么时候...
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