隆基绿能上半年净亏超37亿市值跌至889亿高瓴清仓，浮亏近100亿

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雷递网乐天 7月14日隆基绿能科技股份有限公司（股票代码:601012 股票简称:隆基绿能）今日发布业绩预告，隆基绿能预计2026年上半年净亏损为34亿到38亿元；预计扣非后净亏损为37亿到42亿。隆基绿能称，报告期内，光伏行业供需关系未有显著改善，企业经营持续承压。受新能源消纳不足及去年同期抢装高基数等多重因素影响，国内上半年新增光伏装机阶段性大幅回落。报告期内，公司组件销量和收入同比下降，...

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Hillhouse clearance, with a floating loss of nearly 10 billion","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601012":1.5},"content_text":"雷递网 乐天 7月14日隆基绿能科技股份有限公司（股票代码:601012 股票简称:隆基绿能）今日发布业绩预告，隆基绿能预计2026年上半年净亏损为34亿到38亿元；预计扣非后净亏损为37亿到42亿。隆基绿能称，报告期内，光伏行业供需关系未有显著改善，企业经营持续承压。受新能源消纳不足及去年同期抢装高基数等多重因素影响，国内上半年新增光伏装机阶段性大幅回落。报告期内，公司组件销量和收入同比下降，开工率不足，毛利率较低，叠加联营企业投资损失及人民币升值带来的汇兑损失等影响，形成经营业绩亏损。隆基绿能指出，面对行业经营困境，公司推进光伏业务全面BC化，持续丰富场景产品矩阵，海外市场销量和 BC 产品销量占比提升，BC 技术提效降本举措持续落地，ACM（纳米合金矩阵式接触）电池实现规模化投产。截至今日收盘，隆基绿能股价为11.73元，市值为889亿元。高瓴清仓隆基绿能 浮亏近百亿高瓴在过去一年时间，清仓了隆基绿能的股权。2020年下半年，李春安通过协议转让的方式，向高瓴转让其持有的6%的股权。交易的每股转让价格为70元，交易对价总额为158.4亿元。之前，高瓴为减持隆基绿能煞费苦心，还因涉嫌违反限制性规定转让隆基绿能股票，被中国证监会立案调查。高瓴2025年6月30日到2025年8月22日通过集中竞价的方式减持37,557,175股，减持均价为14.88元到16.62元/股。通过此番减持，高瓴套现5.83亿元，减持比例为0.5%股权，高瓴对隆基绿能的持股比例降至4.999999%，不再是持股5%及以上的股东。2025年第四季度，高瓴再度对隆基绿能进行减持，减持比例高达2.36%。截至2026年3月31日，李振国持股14.08%，李喜燕持股为5.02%，香港中央结算有限公司持股3.39%，李春安持股2.11%，钟宝申持股1.46%，中央汇金资产管理有限责任公司持股为1.19%；截至2026年3月31日，隆基绿能股权结构中国银行股份有限公司－华泰柏瑞中证光伏产业交易型开放式指数证券投资基金持股为0.68%，中国工商银行股份有限公司－华泰柏瑞沪深 300 交易型开放式指数证券投资基金持股为0.64%；香港中央结算有限公司在2026年第一季度减持1.63个百分点，高瓴已退出前十股东行列，至少减持2.54个百分点。从2025年下半年到2026年第一季度，高瓴对隆基绿能减持5个百分点。以当时股价计算，隆基绿能股价约16.52元，市值1252亿，高瓴套现约60亿。高瓴对隆基绿能的投资是一个失败案例，投资6年，若加上资金成本，高瓴在隆基绿能上的浮亏近百亿。当然，高瓴清仓隆基绿能，算是自认亏损，清仓后把资金用到更有效率的地方，通过打新宁德时代等在港股上市的股票，高瓴浮盈不少；而清仓后，隆基绿能股价下跌更多，高瓴也算是减轻了自身损失。——————————————雷递由媒体人雷建平创办，若转载请写明来源。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"-2","news_tag":"dataReport","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/2651103434","isCrawlerRequest":true}

隆基绿能上半年净亏超37亿 市值跌至889亿 高瓴清仓，浮亏近100亿

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隆基绿能上半年净亏超37亿市值跌至889亿高瓴清仓，浮亏近100亿