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00968 信义光能
已收盘 12-15 16:08:35
3.000
-0.020
-0.66%
最高
3.040
最低
2.960
成交量
4,358万
今开
2.990
昨收
3.020
日振幅
2.65%
总市值
274.41亿
流通市值
274.41亿
总股本
91.47亿
成交额
1.31亿
换手率
0.48%
流通股本
91.47亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
【券商聚焦】华泰证券:统一电力市场建设下主网投资望提升
金吾财讯 · 12-12
【券商聚焦】华泰证券:统一电力市场建设下主网投资望提升
每日卖空追踪 | 信义光能 12月10日卖空量成交1165.8万股,卖空比例为15.91%
市场透视 · 12-10
每日卖空追踪 | 信义光能 12月10日卖空量成交1165.8万股,卖空比例为15.91%
港股异动 | 光伏股继续走低 网传多晶硅收储平台成立 机构指光伏终端需求仍旧疲软
智通财经 · 12-10
港股异动 | 光伏股继续走低 网传多晶硅收储平台成立 机构指光伏终端需求仍旧疲软
港股异动 | 光伏股今日普跌 11月国内光伏组件产量环比下降 机构称终端需求疲软问题未解
智通财经 · 12-09
港股异动 | 光伏股今日普跌 11月国内光伏组件产量环比下降 机构称终端需求疲软问题未解
光伏太阳能股受压 信义玻璃(00868)跌5.44% 机构指短期面临库存偏高及下游季节性需求疲软
金吾财讯 · 12-09
光伏太阳能股受压 信义玻璃(00868)跌5.44% 机构指短期面临库存偏高及下游季节性需求疲软
每日卖空追踪 | 信义光能 12月08日卖空量成交830万股,卖空比例为15.07%
市场透视 · 12-08
每日卖空追踪 | 信义光能 12月08日卖空量成交830万股,卖空比例为15.07%
大全新能源等:大和评级及盈利预测调整情况
和讯网 · 12-08
大全新能源等:大和评级及盈利预测调整情况
电力设备行业投资策略:光伏拐点已现 储能大势所趋
开源证券 · 12-08
电力设备行业投资策略:光伏拐点已现 储能大势所趋
每日卖空追踪 | 信义光能 12月05日卖空量成交256.6万股,卖空比例为9.09%
市场透视 · 12-05
每日卖空追踪 | 信义光能 12月05日卖空量成交256.6万股,卖空比例为9.09%
信义光能(00968)发布2025年11月股份变动月报,股本维持不变
公告速递 · 12-04
信义光能(00968)发布2025年11月股份变动月报,股本维持不变
信义光能12月02日主力净流入369.3万元 散户资金抛售
市场透视 · 12-02
信义光能12月02日主力净流入369.3万元 散户资金抛售
每日卖空追踪 | 信义光能 12月01日卖空量成交430万股,卖空比例为14.3%
市场透视 · 12-01
每日卖空追踪 | 信义光能 12月01日卖空量成交430万股,卖空比例为14.3%
中原证券:光伏反内卷加速市场出清 关注细分领域龙头
智通财经 · 11-28
中原证券:光伏反内卷加速市场出清 关注细分领域龙头
信义光能11月27日获主力加仓484.5万元
市场透视 · 11-27
信义光能11月27日获主力加仓484.5万元
光伏太阳能股震荡走强 协鑫新能源(00451)涨5.97% 机构指Q3光伏主产业链、玻璃等环节财务报表大幅改善
金吾财讯 · 11-27
光伏太阳能股震荡走强 协鑫新能源(00451)涨5.97% 机构指Q3光伏主产业链、玻璃等环节财务报表大幅改善
每日卖空追踪 | 信义光能 11月26日卖空量成交1138.6万股,卖空比例为21.05%
市场透视 · 11-26
每日卖空追踪 | 信义光能 11月26日卖空量成交1138.6万股,卖空比例为21.05%
高盛中国光伏行业总结与后市展望(2025-2026)
光伏之源 · 11-26
高盛中国光伏行业总结与后市展望(2025-2026)
每日卖空追踪 | 信义光能 11月24日卖空量成交1330.6万股,卖空比例为8.81%
市场透视 · 11-24
每日卖空追踪 | 信义光能 11月24日卖空量成交1330.6万股,卖空比例为8.81%
信义出售天津光伏51%项目控股权 战略调整应对行业变局
预见能源 · 11-22
信义出售天津光伏51%项目控股权 战略调整应对行业变局
每日卖空追踪 | 信义光能 11月21日卖空量成交2763.4万股,卖空比例为15.5%
市场透视 · 11-21
每日卖空追踪 | 信义光能 11月21日卖空量成交2763.4万股,卖空比例为15.5%
暂无数据
公司概况
公司名称:
信义光能
所属市场:
SEHK
上市日期:
--
主营业务:
信义光能控股有限公司是一家主要从事生产和销售太阳能玻璃产品,以及太阳能发电场开发经营业务的公司。该公司及其附属公司通过三个部门开展业务。太阳能玻璃销售部门主要从事销售太阳能玻璃业务。太阳能发电场业务部门主要包括太阳能发电场开发及太阳能发电。其他部门主要包括工程总承包项目(EPC)服务及矿产品销售等其它业务。该公司的产品超白太阳能压花玻璃(原片及钢化片)、减反射镀膜玻璃及板玻璃。该公司主要在中国国内和海外市场开展业务。
发行价格:
--
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13:43","pubTimestamp":1765345432,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,光伏股继续走低,截至发稿,新特能源跌3.84%,报7.26港元;信义光能跌3.21%,报3.02港元;福莱特玻璃跌2.4%,报9.77港元。消息面上,据澎湃报道,有消息称备受关注的多晶硅产能整合收购平台已正式成立。InfoLink判断,虽然电池片环节减产明显,但终端需求疲软问题未解。应行情波动,仍有电池片厂家不排除后续进一步减产,本周市场观望情绪强烈,整体价格走势仍需静待上下游博弈结果,预期短期内电池片价格仍以持稳为目标。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1379772.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1148","BK1589","00968","BK1554","SG9999014674.SGD","IE00BZ08YS42.EUR","01799","IE00BZ08YT58.USD","LU1983299162.USD","BK1594","IE00BZ08YR35.GBP","BK1169","06865"],"gpt_icon":0},{"id":"2590406395","title":"港股异动 | 光伏股今日普跌 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10:50","pubTimestamp":1765248634,"startTime":"0","endTime":"0","summary":"消息面上,据SMM,2025年11月光伏组件整体产量环比10月下降2.43%。此外,行业咨询机构InfoLink判断,虽然电池片环节减产明显,但终端需求疲软问题未解。应行情波动,仍有电池片厂家不排除后续进一步减产,本周市场观望情绪强烈,整体价格走势仍需静待上下游博弈结果,预期短期内电池片价格仍以持稳为目标。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"c756b33dbae9bc72b953125244f6bade","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1379164.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1064131003.USD","00868","LU2148510915.USD","SG9999014674.SGD","01799","LU1983299162.USD","BK1594","06865","BK1589","BK1554","LU1064130708.USD","BK1169","BK1105","IE00BZ08YR35.GBP","00968","IE00BZ08YT58.USD","IE00BZ08YS42.EUR","BK1500","BK1148"],"gpt_icon":0},{"id":"2590931123","title":"光伏太阳能股受压 信义玻璃(00868)跌5.44% 机构指短期面临库存偏高及下游季节性需求疲软","url":"https://stock-news.laohu8.com/highlight/detail?id=2590931123","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590931123?lang=zh_cn&edition=full","pubTime":"2025-12-09 10:03","pubTimestamp":1765245834,"startTime":"0","endTime":"0","summary":"野村相信,行业中期加强自律,将可维持较高利用率、推动价格复苏及提升盈利水平,不过短期内则仍要面临库存偏高及下游季节性需求疲软,导致产品价格趋弱的问题,目前预计11月份多晶硅产量将按月下降约2万吨至12万吨,硅片产量按月降5%至57GW,电池产量按月降2%至57GW。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250110/NTQxOTRlZTU5ZGZkZjc4MmEzMTdjMTVhMTM1NjYxOTg3NzU=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NTQxOTRlZTU5ZGZkZjc4MmEzMTdjMTVhMTM1NjYxOTg3NzU=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971167","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0502904849.HKD","LU0828238088.HKD","LU0269904917.USD","LU0972618739.USD","IE00BZ08YT58.USD","BK0132","LU0456827905.SGD","LU1064131003.USD","BK1148","BK1583","LU0572944931.SGD","00968","IE0008368742.USD","LU1785774172.SGD","BK1144","LU0455707207.USD","BK1558","LU0327786744.USD","IE0008369823.USD","BK1169","00182","00868","BK1500","IE00BZ08YS42.EUR","LU0509642566.USD","IE00B031HY20.USD","SG9999014674.SGD","BK1594","LU2242644610.SGD","06865","LU1064130708.USD","LU0051755006.USD","BK1154","000591","LU2148510915.USD","LU1655091616.SGD","03868","01799","BK1589","BK0054","03606","BK0271","BK1554","BK1509","LU1983299162.USD","BK1105","IE0034224299.USD","IE00BZ08YR35.GBP"],"gpt_icon":0},{"id":"2589353766","title":"每日卖空追踪 | 信义光能 12月08日卖空量成交830万股,卖空比例为15.07%","url":"https://stock-news.laohu8.com/highlight/detail?id=2589353766","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589353766?lang=zh_cn&edition=full","pubTime":"2025-12-08 16:30","pubTimestamp":1765182616,"startTime":"0","endTime":"0","summary":"信义光能北京时间12月08日,涨0.62%,卖空量成交830万股,较上一交易日增加43.2%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251208163224a72aae1c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251208163224a72aae1c&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["IE00BZ08YS42.EUR","BK1589","00968","BK1169","LU1983299162.USD","BK1554","IE00BZ08YT58.USD","IE00BZ08YR35.GBP"],"gpt_icon":0},{"id":"2590636471","title":"大全新能源等:大和评级及盈利预测调整情况","url":"https://stock-news.laohu8.com/highlight/detail?id=2590636471","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590636471?lang=zh_cn&edition=full","pubTime":"2025-12-08 16:21","pubTimestamp":1765182105,"startTime":"0","endTime":"0","summary":"【12月8日大和看淡内地太阳能行业,调整多股评级及盈利预测】12月8日,大和发布研究报告,对内地太阳能行业持负面态度。其认为市场对2025年该行业盈利能力预期过于乐观,或使股份价格面临风险。 大和重申大全新能源“跑赢大市”评级,因其长期具投资价值,净现金价值高于市值。对信义能源评级“持有”,此前已将其目标价提升至0.9港元。 福莱特玻璃和信义光能获“跑输大市”评级。大和此前下调福莱特玻璃2024至2026年盈利预测19%至36%,下调信义光能每股盈利预测8%至16%。本文由 AI 算法生成,仅作参考,不涉投资建议,使用风险自担","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512081730459531225d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512081730459531225d&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["DQ","LU0229945570.USD","BK4526","00968","BK4147","LU0390135688.USD","BK4588","LU0390135506.SGD","BK4585","LU0543330566.HKD","LU0300738605.USD","LU0300738514.USD","LU0390135332.USD","BK4519"],"gpt_icon":0},{"id":"2589353712","title":"电力设备行业投资策略:光伏拐点已现 储能大势所趋","url":"https://stock-news.laohu8.com/highlight/detail?id=2589353712","media":"开源证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589353712?lang=zh_cn&edition=full","pubTime":"2025-12-08 00:00","pubTimestamp":1765123200,"startTime":"0","endTime":"0","summary":"光伏拐点已现:反内卷持续推进,关注底部反转当前光伏行业反内卷已取得一定积极成效,Q3 主链上游环节预计显著减亏。具备阿尔法的标的在行业贝塔修复中具备更大弹性。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251208143638a72a71d7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1764923415,"startTime":"0","endTime":"0","summary":"信义光能北京时间12月05日,涨0.31%,卖空量成交256.6万股,较上一交易日减少72.34%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251205163159a725865b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251205163159a725865b&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["IE00BZ08YS42.EUR","BK1589","00968","BK1554","LU1983299162.USD","IE00BZ08YT58.USD","BK1169","IE00BZ08YR35.GBP"],"gpt_icon":0},{"id":"1187447092","title":"信义光能(00968)发布2025年11月股份变动月报,股本维持不变","url":"https://stock-news.laohu8.com/highlight/detail?id=1187447092","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1187447092?lang=zh_cn&edition=full","pubTime":"2025-12-04 18:46","pubTimestamp":1764845161,"startTime":"0","endTime":"0","summary":"信义光能控股有限公司于2025年12月4日公布了截至2025年11月30日的股份变动月报。报告期内,公司法定注册股本为80,000,000,000股,面值每股0.1港元,合计8,000,000,000港元,与上月保持一致。报告显示,公司已发行股份总数在本月末仍为9,147,043,615股,未设有库藏股份,较上月底无变化。期间未见新增发行或购回注销活动,股本结构保持稳定。公司表示,月内遵守香港联合交易所有限公司相关上市规则及法律规定。公告由公司秘书朱燦輝签署。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00968"],"gpt_icon":0},{"id":"2588982460","title":"信义光能12月02日主力净流入369.3万元 散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2588982460","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588982460?lang=zh_cn&edition=full","pubTime":"2025-12-02 16:16","pubTimestamp":1764663363,"startTime":"0","endTime":"0","summary":"12月02日, 信义光能股价涨0.62%,报收3.23元,成交金额8683.8万元,换手率0.30%,振幅2.49%,量比0.61。信义光能今日主力资金净流入369.3万元,上一交易日主力净流出1754.8万元。该股近5个交易日上涨3.18%,主力资金累计净流入1058.5万元;近20日主力资金累计净流入9949.6万元,其中净流入天数为8日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202162316a4c7984f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202162316a4c7984f&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["IE00BZ08YR35.GBP","BK1589","BK1554","BK1169","LU1983299162.USD","00968","IE00BZ08YS42.EUR","IE00BZ08YT58.USD"],"gpt_icon":0},{"id":"2588972602","title":"每日卖空追踪 | 信义光能 12月01日卖空量成交430万股,卖空比例为14.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2588972602","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588972602?lang=zh_cn&edition=full","pubTime":"2025-12-01 16:30","pubTimestamp":1764577817,"startTime":"0","endTime":"0","summary":"信义光能北京时间12月01日,跌0.31%,卖空量成交430万股,较上一交易日减少45%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251201163201a4c54faf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251201163201a4c54faf&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["IE00BZ08YR35.GBP","IE00BZ08YT58.USD","BK1169","LU1983299162.USD","IE00BZ08YS42.EUR","00968","BK1554","BK1589"],"gpt_icon":0},{"id":"2586277277","title":"中原证券:光伏反内卷加速市场出清 关注细分领域龙头","url":"https://stock-news.laohu8.com/highlight/detail?id=2586277277","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586277277?lang=zh_cn&edition=full","pubTime":"2025-11-28 09:40","pubTimestamp":1764294013,"startTime":"0","endTime":"0","summary":"传统欧美市场增长乏力,亚太、非洲能源需求旺盛,组件进口保持高速增长。光伏行业反内卷政策相继出台以及企业普遍亏损倒逼行业去产能,板块业绩触底回升。海外市场,投资税收抵免政策提前到期冲击美国光伏新增装机规模,欧洲电网老化以及激励政策退坡约束市场增量,传统欧美市场将保持平稳,亚太市场电力需求刚性以及中东能源转型有望继续成为新兴市场热点。建议中长期关注资金储备充足、技术领先的头部一体化光伏企业。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251128095812a4bf3842&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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