头部企业回应！光伏玻璃减产消息属实多股一季度业绩环比扭亏(附名单)

数据宝2025-07-02

头部企业回应光伏玻璃减产，据上海有色网消息，为破除“内卷式”竞争，近日国内头部光伏玻璃企业计划自7月开始集体减产30％，此外部分玻璃企业堵口计划开始增多，预计后续国内光伏玻璃供应量将快速下滑，国内供需失衡的状况将获得改善，预计7月国内玻璃产量将下降至45GW左右。对此，头部企业亚玛顿董秘刘芹回应称，光伏玻璃行业减产的消息属实，产能加速出清，将有力促进行业后续可持续健康发展。国内光伏玻璃行业竞争...

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The news of photovoltaic glass production reduction is true. Many stocks turned losses in the first quarter (list attached)","themeId":"cb235aa3977b9201cc6d3e53562a5175","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600151":0.9,"600438":0.9,"600481":0.9,"600537":0.9,"600586":0.9,"600732":0.9,"601012":0.9,"601865":0.9,"603185":0.9,"603212":0.9,"603381":0.9,"603396":0.9,"603398":0.9,"603628":0.9,"603806":0.9,"605117":0.9,"688032":0.9,"688147":0.9,"688223":0.9,"688303":0.9,"688348":0.9,"688390":0.9,"688408":0.9,"688429":0.9,"688472":0.9,"688503":0.9,"688516":0.9,"688556":0.9,"688560":0.9,"688598":0.9,"688599":0.9,"688680":0.9,"688717":0.9,"688726":0.9},"content_text":"头部企业回应光伏玻璃减产，据上海有色网消息，为破除“内卷式”竞争，近日国内头部光伏玻璃企业计划自7月开始集体减产30％，此外部分玻璃企业堵口计划开始增多，预计后续国内光伏玻璃供应量将快速下滑，国内供需失衡的状况将获得改善，预计7月国内玻璃产量将下降至45GW左右。对此，头部企业亚玛顿董秘刘芹回应称，光伏玻璃行业减产的消息属实，产能加速出清，将有力促进行业后续可持续健康发展。国内光伏玻璃行业竞争日趋激烈，海外市场的巨大需求为光伏玻璃企业开辟了广阔的发展空间。公司董事会近日审议通过了在阿联酋投资建设年产50万吨光伏玻璃生产线项目的议案，公司将充分利用当地的资源优势以发挥公司在光伏玻璃领域的核心技术优势，进而推动公司海外光伏玻璃产能的有效布局。在光伏行业景气的2020年，光伏玻璃价格曾一度涨至40元/平米的高点。相较之下，目前价格已跌去超70%。国联民生认为，当前产业链各环节价格已处于历史低位，行业在出清进程中，叠加光伏政策正在从供给端、需求端双向发力，2025年行业有望迎来供需改善。多股一季度业绩环比扭亏据证券时报·数据宝统计，光伏玻璃概念股有十余只，市值规模居前的有福莱特、旗滨集团、南玻A、东方日升。行情表现来看，6月以来，光伏玻璃概念股股价平均上涨4.56%，海南发展、凯盛新能的股价涨幅居前，月内分别上涨15.08%和10.12%。以最新股价较去年高点回撤幅度来看，福莱特、东方日升、亚玛顿、旗滨集团等6股的股价回调幅度居前，均超30%；拉长时间区间来看，光伏玻璃概念股最新股价较2020年高点平均回撤66%，旗滨集团、东方日升、凯盛新能、福莱特、亚玛顿的股价回撤幅度超70%。从业绩方面来看，不少概念股今年一季度业绩环比扭亏为盈或减亏，旗滨集团、福莱特、亚玛顿、金晶科技、南玻A一季度净利润均环比扭亏。其中，旗滨集团的扭亏幅度最大，从2024年第四季度亏损3.17亿元，扭亏至2025年第一季度的盈利4.7亿元；公司是一家集硅砂原料、优质浮法玻璃及深加工玻璃、光伏光电玻璃、高性能电子玻璃、中性硼硅药用玻璃研发、生产、销售为一体的大型玻璃企业。海南发展、东方日升、德力股份、凯盛新能、安彩高科的一季度业绩均环比减亏。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2548410839","isCrawlerRequest":true}

头部企业回应！光伏玻璃减产消息属实 多股一季度业绩环比扭亏(附名单)

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头部企业回应！光伏玻璃减产消息属实多股一季度业绩环比扭亏(附名单)