刚刚，硅片涨价了：涨幅8~12%【太平洋新能源+AI日报】20250710

新产业势能2025-07-09

一、公司公告【杭州福斯特应用材料股份有限公司2025 年半年度业绩预减公告】福斯特发布 2025 年半年度业绩预减公告，预计上半年归母净利润 4.73 亿元，同比降 49.05%；扣非净利润 4.26 亿元，同比降 52.65%。业绩下滑主因光伏行业产能过剩、竞争加剧，光伏胶膜销售单价降幅超原材料采购单价降幅，致营收和毛利率下降，毛利额同比降 46.72%，且特种薄膜及 POE 树脂等新业务亏损...

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