港股异动 | 光伏股午后跌幅扩大多晶硅主力合约触及跌停项目盈利下滑或制约光伏新增装机

智通财经2025-07-28

智通财经APP获悉，光伏股午后跌幅扩大，截至发稿，彩虹新能源(00438)跌6.22%，报2.26港元；信义玻璃(00868)跌4.76%，报8.41港元；新特能源(01799)跌2.1%，报6.99港元；福莱特玻璃(06865)跌1.28%，报10.82港元。消息面上，周一，多晶硅主力合约触及跌停，报47750元/吨。国家能源局近日发布1-6月份全国电力工业统计数据显示，6月太阳能发电新增装机量...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2554725312?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-28 14:40","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2554725312","market":"sh","top_or_hot":-1,"title":"港股异动 | 光伏股午后跌幅扩大 多晶硅主力合约触及跌停 项目盈利下滑或制约光伏新增装机","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，光伏股午后跌幅扩大，截至发稿，彩虹新能源(00438)跌6.22%，报2.26港元；信义玻璃(00868)跌4.76%，报8.41港元；新特能源(01799)跌2.1%，报6.99港元；福莱特玻璃(06865)跌1.28%，报10.82港元。消息面上，周一，多晶硅主力合约触及跌停，报47750元/吨。国家能源局近日发布1-6月份全国电力工业统计数据显示，6月太阳能发电新增装机量...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1322510.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 光伏股午后跌幅扩大 多晶硅主力合约触及跌停 项目盈利下滑或制约光伏新增装机</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 光伏股午后跌幅扩大 多晶硅主力合约触及跌停 项目盈利下滑或制约光伏新增装机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-28 14:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1322510.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，光伏股午后跌幅扩大，截至发稿，彩虹新能源(00438)跌6.22%，报2.26港元；信义玻璃(00868)跌4.76%，报8.41港元；新特能源(01799)跌2.1%，报6.99港元；福莱特玻璃(06865)跌1.28%，报10.82港元。消息面上，周一，多晶硅主力合约触及跌停，报47750元/吨。国家能源局近日发布1-6月份全国电力工业统计数据显示，6月太阳能发电新增装机量...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1322510.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"06865","symbol_name":"福莱特玻璃","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1322510.html","article_id":"2554725312","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2554725312","pubTimestamp":1753684832,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，光伏股午后跌幅扩大，截至发稿，彩虹新能源跌6.22%，报2.26港元；信义玻璃跌4.76%，报8.41港元；新特能源跌2.1%，报6.99港元；福莱特玻璃跌1.28%，报10.82港元。消息面上，周一，多晶硅主力合约触及跌停，报47750元/吨。该行认为新能源新政带来的未来现金流确定性下降，将有望促使新能源装机开始下降，2024年将可能成为历史新能源装机的大顶。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"06865":"福莱特玻璃","BK1594":"碳中和概念股","01799":"新特能源","BK1554":"光伏太阳能股","BK1105":"建筑产品","00438":"彩虹新能源","BK1169":"半导体设备","BK1170":"电子元件","00868":"信义玻璃","BK1148":"建筑与工程","BK1589":"北水核心资产","SG9999014674.SGD":"Nikko AM All China Equity A SGD","BK1500":"做空集合股"},"translate_title":"Changes in Hong Kong stocks | Photovoltaic stocks' decline expanded in the afternoon, and the main polysilicon contract hit the limit. The decline in project profits may restrict new photovoltaic installed capacity","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"06865":0.9,"00868":0.9,"01799":0.9,"00438":0.9},"content_text":"智通财经APP获悉，光伏股午后跌幅扩大，截至发稿，彩虹新能源(00438)跌6.22%，报2.26港元；信义玻璃(00868)跌4.76%，报8.41港元；新特能源(01799)跌2.1%，报6.99港元；福莱特玻璃(06865)跌1.28%，报10.82港元。消息面上，周一，多晶硅主力合约触及跌停，报47750元/吨。国家能源局近日发布1-6月份全国电力工业统计数据显示，6月太阳能发电新增装机量为14.36GW，同比下降38%，相较于5月的92.92GW，环比大幅回落85%，呈现断崖式下跌；欧洲光伏协会近日发布年中分析预测，预计2025年欧盟新增太阳能装机将为64.2GW，同比下降1.4%，这可能将是自2015年以来欧盟光伏新增装机首次出现负增长。国泰海通证券此前指出，430新政下分布式光伏量价皆不保，盈利不确定性大幅增加，过去“装好电站等收钱”的躺赚模式彻底终结。531新政出台，推动新能源全面进入市场交易，从目前新能源参与市场化交易的结算电价看，普遍较燃煤基准价大幅折价，预计新能源全面入市后结算电价或将进一步下降。该行认为新能源新政带来的未来现金流确定性下降，将有望促使新能源装机开始下降，2024年将可能成为历史新能源装机的大顶。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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/2554725312","isCrawlerRequest":true}

港股异动 | 光伏股午后跌幅扩大 多晶硅主力合约触及跌停 项目盈利下滑或制约光伏新增装机

精彩评论

港股异动 | 光伏股午后跌幅扩大多晶硅主力合约触及跌停项目盈利下滑或制约光伏新增装机