智通财经APP获悉,新特能源(01799)跌超4%,截至发稿,跌3.87%,报7.2港元,成交额1278.94万港元。
消息面上,12月24日,因新特能源及其保荐人撤回发行上市申请,上交所终止其主板发行上市审核。据悉,新特能源原计划募资88亿元,通过建议发行A股募集资金建设年产20万吨高端电子级多晶硅绿色低碳循环经济建设项目,其中一期10万吨项目已使用本公司自筹资金于2023年8月建成投产,结合目前光伏产业链上下游供需关系和市场环境,二期10万吨项目暂无建设计划。
新特能源2024年首三季度业绩显示,该公司实现收入164.62亿元,同比下降29.12%,股东净亏损14.05亿元。机构指出,多晶硅行业亏损严重,大厂自愿遵守行业自律启动减产检修,以优化行业供需格局,截止2024年12月26日,全国多晶硅开工率仅35%,考虑到西南地区一般于次年5/6月份进入丰水期,预计一季度产量难以恢复。
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