600438 通威股份
已收盘 01-29 15:00:00
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白银涨破100美元关口!光伏企业如何“渡劫”?
中国新闻网 · 01-26
白银涨破100美元关口!光伏企业如何“渡劫”?
“太空光伏”引爆涨停潮,概念炒作难掩行业供需双弱
第一财经 · 01-25
“太空光伏”引爆涨停潮,概念炒作难掩行业供需双弱
十余家光伏企业再拉预亏警报 行业拐点何时到来?
央广财经 · 01-22
十余家光伏企业再拉预亏警报 行业拐点何时到来?
超300份预告折射产业冷暖 业绩驱动取代概念博弈成市场主线
东方财富网 · 01-19
超300份预告折射产业冷暖 业绩驱动取代概念博弈成市场主线
通威股份(600438.SH)发预亏,预计2025年归母净亏损90亿元至100亿元
智通财经 · 01-18
通威股份(600438.SH)发预亏,预计2025年归母净亏损90亿元至100亿元
被传有基地停产?通威股份:始终根据市场情况动态调整开工
新京报 · 01-16
被传有基地停产?通威股份:始终根据市场情况动态调整开工
光伏行业预亏警报大响,这些龙头连亏两年成定局
第一财经 · 01-15
光伏行业预亏警报大响,这些龙头连亏两年成定局
每周股票复盘:通威股份(600438)通22转债累计转股441905股
证券之星 · 01-11
每周股票复盘:通威股份(600438)通22转债累计转股441905股
反垄断约谈引发利空?多晶硅市场情绪变冷,板块个股波动剧烈
华夏时报网 · 01-10
反垄断约谈引发利空?多晶硅市场情绪变冷,板块个股波动剧烈
多晶硅龙头被反垄断约谈,光伏上游产能整合面临空前危机
澎湃新闻 · 01-09
多晶硅龙头被反垄断约谈,光伏上游产能整合面临空前危机
中国市场监管机构约谈六大光伏巨头,要求不得协同产能、开工率、产量及价格
美股速递 · 01-08
中国市场监管机构约谈六大光伏巨头,要求不得协同产能、开工率、产量及价格
通威股份(600438)披露对外提供担保的进展公告,1月6日股价上涨2.27%
证券之星 · 01-06
通威股份(600438)披露对外提供担保的进展公告,1月6日股价上涨2.27%
中金:2026光伏需求有望修复 储能迎海内外景气共振
智通财经网 · 2025-12-24
中金:2026光伏需求有望修复 储能迎海内外景气共振
通威股份(600438)披露2025年度第四期绿色科技创新债券发行结果,12月10日股价下跌3.0%
证券之星 · 2025-12-10
通威股份(600438)披露2025年度第四期绿色科技创新债券发行结果,12月10日股价下跌3.0%
多晶硅收储平台十大股东“现身”,相关公司股价却集体跳水
澎湃新闻 · 2025-12-10
多晶硅收储平台十大股东“现身”,相关公司股价却集体跳水
通威、协鑫等巨头“组队”成立收储平台 光伏业自救迈出关键一步
新京报 · 2025-12-10
通威、协鑫等巨头“组队”成立收储平台 光伏业自救迈出关键一步
硅料收储平台来了?光和谦成股东名单曝光!通威、协鑫、大全、新特均在列
时代财经 · 2025-12-10
硅料收储平台来了?光和谦成股东名单曝光!通威、协鑫、大全、新特均在列
12月4日通威股份现393.13万元大宗交易
证券之星 · 2025-12-04
12月4日通威股份现393.13万元大宗交易
通威股份(600438)披露对外提供担保的进展公告,12月2日股价下跌4.16%
证券之星 · 2025-12-02
通威股份(600438)披露对外提供担保的进展公告,12月2日股价下跌4.16%
每周股票复盘:通威股份(600438)发行5亿元科创债利率2.02%
证券之星 · 2025-11-23
每周股票复盘:通威股份(600438)发行5亿元科创债利率2.02%
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公司概况
公司名称:
通威股份有限公司
所属行业:
农副食品加工业
上市日期:
2004-03-02
主营业务:
通威股份有限公司的主营业务是水产饲料、畜禽饲料等产品的研发、生产和销售、高纯晶硅、太阳能电池、组件等产品的研发、生产、销售。公司的主要产品是饲料、食品及相关业务、太阳能电池、组件及相关业务、高纯晶硅、化工及相关业务、光伏电力。公司是农业产业化国家重点龙头企业,拥有国家级企业技术中心,先后5次荣获“国家科学技术进步二等奖”,享有“中国驰名商标”、“中国质量奖提名奖”等多项荣誉。
发行价格:
7.50
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08:14","pubTimestamp":1769386474,"startTime":"0","endTime":"0","summary":"近日,晶科能源、通威股份、隆基绿能等多家光伏头部企业纷纷发布2025年业绩预告,晶科能源预计2025年归母净利润亏损59亿元至69亿元,通威股份预计亏损90亿元至100亿元,隆基绿能预计归属于上市公司股东的净亏损为60亿元到65亿元。而当前现货白银价格已飙升至每盎司100美元以上,在过去一年里银价已翻了逾三倍。事实上,部分龙头光伏企业确实已采取行动,轻微上调光伏组件的价格。","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=nesSN20260126084903a6abc909&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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然而,掀开概念炒作的表层,光伏行业面临的却是连续两年半的普遍亏损、产能阶段性过剩与产品价格持续承压的“弱现实”。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2026-01-25/doc-inhipmct8965504.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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行业拐点何时到来?","url":"https://stock-news.laohu8.com/highlight/detail?id=2605499547","media":"央广财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605499547?lang=zh_cn&edition=full","pubTime":"2026-01-22 20:38","pubTimestamp":1769085508,"startTime":"0","endTime":"0","summary":"央广网北京1月22日消息1月21日晚间,晶科能源(688223.SH)发布2025年业绩预亏公告,该公司预计2025年归母净利润为亏损59亿元-69亿元。预计巨亏的光伏企业不止一家,隆基绿能(601012.SH)、通威股份(600438.SH)、天合光能(688599.SH)、TCL中环(002129.SZ)2025年归母净亏损也均超过50亿元。","market":"hk","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://finance.eastmoney.com/a/202601223627625995.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_eastmoney","symbols":["LU1997245094.SGD","LU2348773727.SGD","BK0054","BK0020","LU1242518857.USD","LU0140636845.USD","LU0370786039.SGD","688223","LU2153592121.USD","LU0312595415.SGD","LU1655091616.SGD","BK0028","BK0189","LU1064131003.USD","688599","BK0071","LU2348774022.SGD","LU1820825898.SGD","LU1997245177.USD","BK0238","LU1328615791.USD","LU0572944931.SGD","BK0175","BK0188","601012","BK0196","BK0224","002129","LU0228659784.USD","LU0181495838.USD","LU1064130708.USD","600732","LU0326950275.SGD","LU0979878070.USD","LU2148510915.USD","LU1242518931.SGD","LU2328871848.SGD","LU2242644610.SGD","LU0327786744.USD","BK0201","SGXZ49509284.SGD","BK0053","LU1969619763.USD","688303","BK0037","600438","LU1580142542.USD","LU0048580855.USD","LU1146622755.USD","SGXZ81163826.USD"],"gpt_icon":0},{"id":"2604613807","title":"超300份预告折射产业冷暖 业绩驱动取代概念博弈成市场主线","url":"https://stock-news.laohu8.com/highlight/detail?id=2604613807","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604613807?lang=zh_cn&edition=full","pubTime":"2026-01-19 18:12","pubTimestamp":1768817541,"startTime":"0","endTime":"0","summary":"A股市场已有超过350家公司发布2025年度业绩预告,一幅清晰的产业景气度“分野图”就此展开。业绩预告数据显示,在全球科技浪潮与商品周期驱动下,半导体、有色金属行业业绩耀眼,龙头公司普遍实现高增长;而曾备受瞩目的光伏产业则因产能过剩、价格内卷深陷亏损,多家龙头预亏合计超300亿元。","market":"us","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://stock.eastmoney.com/news/11791,202601193623423934.html","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":"east_money_stock","symbols":["600501","LU2148510915.USD","BK0054","LU2348773727.SGD","688008","601012","BK0087","002865","002459","600111","BK0235","SGUmain","LU1242518931.SGD","LU1580142542.USD","LU1328615791.USD","BK0172","300364","BK0189","002115","GCmain","LU0469268626.HKD","002129","688303","LU0181495838.USD","BK0028","688525","603799","NUGT","300748","BK0264","300224","GDX","BK0210","600340","518880","600606","603993","601899","IAU","300762","LU1064131003.USD","BK0196","LU1655091616.SGD","DUST","SGCmain","159934","BK0127","600438","600988"],"gpt_icon":1},{"id":"2604277589","title":"通威股份(600438.SH)发预亏,预计2025年归母净亏损90亿元至100亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2604277589","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604277589?lang=zh_cn&edition=full","pubTime":"2026-01-18 15:51","pubTimestamp":1768722674,"startTime":"0","endTime":"0","summary":"扣除非经常性损益后,公司预计2025年年度实现归属于母公司所有者的净亏损90亿元至100亿元。公告显示,公司报告期内经营性导致归属上市公司所有者的净利润亏损约75-80亿元,同比去年经营性增加亏损约12-17亿元。","market":"us","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/1394178.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":"通威股份(600438.SH)发预亏,预计2025年归母净亏损90亿元至100亿元","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0224","BK0238","BK0196","LU1655091616.SGD","BK0077","BK0044","BK0054","LU1580142542.USD","600438","LU1781817850.SGD"],"gpt_icon":0},{"id":"2603620961","title":"被传有基地停产?通威股份:始终根据市场情况动态调整开工","url":"https://stock-news.laohu8.com/highlight/detail?id=2603620961","media":"新京报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2603620961?lang=zh_cn&edition=full","pubTime":"2026-01-16 17:20","pubTimestamp":1768555200,"startTime":"0","endTime":"0","summary":"新京报贝壳财经讯 1月16日,贝壳财经记者关注到,有市场传闻称有头部硅料企业的生产基地进行停产,各项线索指向通威股份。1月16日,通威股份证券部工作人员向贝壳财经记者表示,公司一直以来都是根据市场情况动态调整各基地的相应开工率,以达到最优的生产经济状态,至于具体的执行情况则暂不清楚。因此预计,2026年一季度多晶硅月度产量将降至7万至9万吨的区间。资产减值因素变动被大全能源列为预计大幅减亏的重要因素。","market":"sh","thumbnail":"https://media.bjnews.com.cn/cover/2026/01/16/5676271815203302484.jpeg?x-oss-process=image/resize,m_lfit,w_365","type":0,"news_type":0,"thumbnails":["https://media.bjnews.com.cn/cover/2026/01/16/5676271815203302484.jpeg?x-oss-process=image/resize,m_lfit,w_365"],"rights":{"source":"highlight_bjnews","url":"https://www.bjnews.com.cn/detail/1768552710129530.html","rn_cache_url":null,"customStyle":"handleCustomStyle(customStyle, ThemeStyle, getFont(fontSize))","selectors":"#main .nleft","filters":".ntit, 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20:14","pubTimestamp":1768479255,"startTime":"0","endTime":"0","summary":"光伏产业正处下行周期,行业内上市公司大面积预亏。截至目前,硅料龙头大全能源(688303.SH)、组件巨头晶科能源(688223.SH)、天合光能(688599.SH)相继披露2025年全年业绩预亏,连同此前已预警的亿晶光电,行业内一些企业面临亏损已成定局。光伏行业集中释放的业绩预亏表明,在产能过剩、价格竞争激烈、海外贸易环境复杂等多重压力下,行业仍处于周期下行的深度调整阶段。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202601153620636711.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202601153620636711.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_eastmoney","symbols":["BK0077","BK0054","BK0044","688303","LU1580142542.USD","688599","LU1655091616.SGD","BK0238","600438","LU1781817850.SGD","BK0196","BK0224","688223"],"gpt_icon":0},{"id":"2602034538","title":"每周股票复盘:通威股份(600438)通22转债累计转股441905股","url":"https://stock-news.laohu8.com/highlight/detail?id=2602034538","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602034538?lang=zh_cn&edition=full","pubTime":"2026-01-11 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20:23","pubTimestamp":1768047834,"startTime":"0","endTime":"0","summary":"1月9日,多晶硅板块股价出现异动,多只个股突遭重挫,A+H股全线走低。大全能源(688303.SH)下跌6.1%,协鑫科技(03800.HK)跌7.89%,通威股份(600438.SH)下挫3.83%,新特能源(01799.HK)重挫8.48%。同时,多晶硅期货连续两日暴跌,1月8日,多晶硅期货主力合约暴跌9%,1月9日又跌了8.11%,盘中最低触及50080元/吨。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202601103614979546.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202601103614979546.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_eastmoney","symbols":["03800","BK1594","LU1655091616.SGD","BK1610","BK0054","01799","LU1781817850.SGD","688303","BK1554","LU1580142542.USD","BK0196","600438","BK1148","BK0077","SG9999014674.SGD","BK1169","BK0224","BK0044","BK0238"],"gpt_icon":0},{"id":"2602134676","title":"多晶硅龙头被反垄断约谈,光伏上游产能整合面临空前危机","url":"https://stock-news.laohu8.com/highlight/detail?id=2602134676","media":"澎湃新闻","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602134676?lang=zh_cn&edition=full","pubTime":"2026-01-09 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储能迎海内外景气共振","url":"https://stock-news.laohu8.com/highlight/detail?id=2593422785","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593422785?lang=zh_cn&edition=full","pubTime":"2025-12-24 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22:04","pubTimestamp":1764684299,"startTime":"0","endTime":"0","summary":"截至2025年12月2日收盘,通威股份报收于22.35元,较前一交易日下跌4.16%,最新总市值为1006.19亿元。该股当日开盘22.91元,最高22.94元,最低22.29元,成交额达15.16亿元,换手率为1.49%。近日,通威股份有限公司发布关于对外提供担保的进展公告。公告显示,公司在2025年11月1日至11月30日期间,为下属子公司及客户提供担保。部分客户担保存在逾期,逾期额为414.14万元,尚未进入代偿阶段。所有担保均在股东大会授权额度内。","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":"https://stock.stockstar.com/RB2025120200039133.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1655091616.SGD","BK0054","LU1781817850.SGD","BK0196","BK0238","LU1580142542.USD","BK0077","BK0224","BK0044","600438"],"gpt_icon":0},{"id":"2585108957","title":"每周股票复盘:通威股份(600438)发行5亿元科创债利率2.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=2585108957","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2585108957?lang=zh_cn&edition=full","pubTime":"2025-11-23 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