隆基绿能上半年预亏最高38亿元，光伏行业深度出清或未见底

新浪证券07-24

　　光伏龙头隆基绿能7月14日晚间披露2026年上半年业绩预告，预计实现归属净利润亏损34亿元至38亿元，扣非后归属净利润亏损37亿元至42亿元。而上年同期，公司亏损25.69亿元，亏损幅度进一步扩大。

　　隆基绿能并非孤例。通威股份预计上半年亏损48亿元至54亿元；TCL中环预计上半年归母净利润亏损30亿元至33亿元；晶澳科技预计亏损24亿元至29亿元；双良节能（维权）预计亏损6.6亿元至8.05亿元。五家头部光伏企业上半年合计预亏超过110亿元。

　　光伏行业正处于深度出清阶段，产业链各环节供需错配显著，产品价格持续低迷。2026年上半年，国内新增光伏装机规模同比下滑，阶段性、结构性供需矛盾导致全产业链价格持续承压。与此同时，协鑫集成、爱旭股份等多家光伏企业同步预亏，行业性亏损特征显著。

　　值得关注的是，在光伏主业持续亏损的同时，TCL中环却逆势宣布斥资119.6亿元布局半导体大硅片项目。一边是主业深陷亏损泥潭，一边是大手笔跨界投资，光伏企业的资金链承载力正面临严峻考验。

　　注：本文由AI生成，请仔细甄别。

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