爱旭股份：预计2026年半年度净亏损6.8亿元-7.9亿元

格隆汇07-14

爱旭股份(600732.SH)公告称，预计2026年半年度归属于母公司所有者的净利润为净亏损6.80亿元-7.90亿元。上半年，得益于优异的产品竞争优势和价值定价商业模式的持续深耕，公司ABC组件销售收入保持稳定增长，海外销售占比继续提升，组件销售毛利率实现同比、环比显著提升，ABC业务盈利能力的提升带动公司整体经营质量稳步向好。但受制于行业供需格局及终端价格传导的滞后性，叠加报告期内光伏产品出口退税政策取消、外汇波动以及减值计提等综合因素影响，公司报告期内业绩亏损，但单季度亏损幅度已显著收窄。注：公司Q2净利润预计亏损2.4亿-亏损3.5亿，Q1净利润-4.4亿，据此计算，Q2净利润预计环比持续亏损。

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