“光储市值一哥”市值跌破3000亿元，早盘蒸发600亿元

第一财经07-01

目前阳光电源总市值仍在万德光伏指数（884045）中位居第一，且是唯一市值超2000亿元的企业。　　截至7月1日早盘10：25，阳光电源（300274.SZ）股价下跌18.26%至129.99元/股，市值为2695亿元，市值跌破3000亿元大关。　　第一财经记者注意到，截至上一交易日收盘，该公司市值约3297亿元，今日早盘至今市值蒸发超600亿元，超过此前业绩不及预期带来的跌幅。　　今年4...

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trading","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300274":1,"600089":1,"601012":1,"SST":1},"content_text":"目前阳光电源总市值仍在万德光伏指数（884045）中位居第一，且是唯一市值超2000亿元的企业。\n　　截至7月1日早盘10：25，阳光电源（300274.SZ）股价下跌18.26%至129.99元/股，市值为2695亿元，市值跌破3000亿元大关。\n　　第一财经记者注意到，截至上一交易日收盘，该公司市值约3297亿元，今日早盘至今市值蒸发超600亿元，超过此前业绩不及预期带来的跌幅。\n　　今年4月初，因公司2025年业绩表现不及市场预期（全年归母净利润较Wind一致预期低7%），阳光电源4月1日收跌10.82%，市值一天内蒸发超300亿元。\n　　从全年数据看，该公司2025年的业绩仍保持增长：实现营业收入891.84亿元，同比增长14.55%；归母净利润134.61亿元，同比增长21.97%。然而拆分至单季度，2025年第四季度，该公司实现营业收入227.82亿元，归母净利润15.80亿元，同比分别下滑18.37%和54.02%。\n　　这也是自2021年四季度以来，阳光电源近四年内首次出现单季度营收与净利润双双下滑。\n　　不过，即便股价遭遇早盘闪崩，目前阳光电源总市值仍在万德光伏指数（884045）中位居第一，且是唯一市值超2000亿元的企业，规模超过排名第二位和第三位——特变电工（600089.SH）和隆基绿能（601012.SH）的市值之和。\n　　此前，该公司因其 AIDC（人工智能数据中心）电源及固态变压器（SST）业务的布局在二级市场估值领跑。而SST技术受到高度关注的背后，在于其能够实现中压交流直降800V直流，精简传统供电架构中的多级变压环节，契合英伟达等厂商提出的800VDC供电架构重建趋势。据英伟达官网，未来的800V直流架构将采用中压整流器或固态变压器。\n　　今年4月底，阳光电源高管在接受机构投资者调研时表示，AIDC电源正处于关键研发阶段，已有头部客户提出样机诉求。“公司计划在2026年底前推出第一代试样产品，2027年实现批量生产，同时还在开发二次电源和三次电源。”\n　　据彼时机构调研纪要披露信息，公司称AIDC与储能的协同效应已在海外市场初步显现，特别是在美国等电力短缺地区，AIDC配储需求正陆续提出，预计明年进入订单落实阶段。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"-2","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 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