信义光能:业绩底部夯实 价格拐点已现

国金证券
02 Mar

业绩简评2025 年2 月28 日公司发布2024 年年报,2024 年实现公司权益持有人应占盈利10.08 亿元,其中24H2 为-8.02 亿元,位于业绩预告区间内。经营分析价格下降导致盈利承压,计提玻璃产线及存货减值轻装上阵。2024 年公司投运了4 条日熔量为4400 吨的光伏玻璃产线,销量(以吨计)同增9.6%。下半年光伏玻璃价格持续下跌,据卓创资讯,下半年2.0mm 光伏玻璃均价...

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