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港股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
信義光能
2.310
-0.035
-1.49%
手動刷新
成交量:
2,879.91萬
成交額:
6,726.12萬
市值:
211.30億
市盈率:
21.32
高:
2.375
開:
2.340
低:
2.305
收:
2.345
52周最高:
4.084
52周最低:
1.868
股本:
91.47億
香港流通股本:
91.47億
量比:
0.79
換手率:
0.31%
股息:
0.01
股息率:
0.43%
每股收益(LYR):
0.108
淨資產收益率:
-0.33%
總資產收益率:
2.69%
市淨率:
0.61
市盈率(LYR):
21.32
市銷率:
0.99
資料載入中...
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公司
新聞資訊
公告
信義光能(00968)出現大手買入160萬股,成交價$2.02,涉資323.2萬
阿斯达克财经
·
06/26
信義光能(00968)出現大手買入100萬股,成交價$2.0,涉資200萬
阿斯达克财经
·
06/24
異動解讀|信義光能盤中下跌5.29%,光伏行業供需失衡疊加機構下調目標價持續承壓
行情直击
·
06/24
港股異動丨光伏股延續跌勢,福萊特玻璃、信義光能雙雙刷新年內新低
中金财经
·
06/24
光伏板塊集體回調 信義光能(00968)跌8.85% 行業供給出清重塑中期供需格局
金吾财讯
·
06/23
港股異動 | 光伏股集體走低 減產傳聞或不影響短期供需 市場關注供給側減產兑現程度
智通财经
·
06/23
信義光能(00968)出現大手賣出120萬股,成交價$2.12,涉資254.4萬
阿斯达克财经
·
06/23
信義光能(00968.HK)跌逾4%創逾七年半低 花旗降目標價至2.4元維持「中性」評級
阿斯达克财经
·
06/23
《股市簡訊》中國光伏玻璃商信義光能挫6.2%創近八年新低,花旗下調目標價
路透中文
·
06/23
異動解讀|信義光能盤中下跌5.31%,光伏行業供需失衡疊加需求低迷持續承壓
行情直击
·
06/23
信義光能(00968)出現大手賣出91.6萬股,成交價$2.21,涉資202.436萬
阿斯达克财经
·
06/22
異動解讀|信義光能盤中下跌5.11%,光伏行業供需失衡疊加需求前景低迷持續承壓
行情直击
·
06/22
信義光能(00968)出現大手賣出140萬股,成交價$2.37,涉資331.8萬
阿斯达克财经
·
06/18
【券商聚焦】中信證券:節能降碳改造升級 電力運營商望受益
金吾财讯
·
06/17
港股異動 | 光伏股集體回落 新特能源(01799)跌超5% 機構指淘汰低效產能預計不會影響短期的供需
智通财经
·
06/16
信義光能(00968)出現大手賣出110萬股,成交價$2.4,涉資264萬
阿斯达克财经
·
06/16
信義光能(00968)出現大手賣出100萬股,成交價$2.48,涉資248萬
阿斯达克财经
·
06/15
【券商聚焦】中金公司:龍頭的資金和技術實力正在將行業功率曲線"陡峭化" 光伏產品的差異化逐步顯現
金吾财讯
·
06/12
信義光能(00968)出現大手買入90.8萬股,成交價$2.44,涉資221.552萬
阿斯达克财经
·
06/11
港股異動 | 光伏股今早普跌 福萊特玻璃(06865)、新特能源(01799)跌超3%
智通财经
·
06/11
更多
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13:09","pubTimestamp":1782277740,"startTime":"0","endTime":"0","summary":"[大手成交]信义光能(00968)在下午01:09出现大手买入,成交量为100万,成交价为港币$2.0,涉资200万。至目前为止,股价跌4.327%,今日最高价为$2.08,而最低价为$1.93,总成交量为7.36千万股,总成交金额港币$1.462亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126132514810_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126132514810_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2606247555/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2606247555/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1589","IE00BZ08YR35.GBP","IE00BZ08YS42.EUR","IE00BZ08YT58.USD","BK1554","00968","BK1169","LU1983299162.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1107120980","title":"異動解讀|信義光能盤中下跌5.29%,光伏行業供需失衡疊加機構下調目標價持續承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1107120980","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1107120980?lang=zh_tw&edition=fundamental","pubTime":"2026-06-24 10:01","pubTimestamp":1782266506,"startTime":"0","endTime":"0","summary":"6月24日,信义光能盘中下跌5.29%,报1.97港元/股,成交额5240.18万港元,连续多日走弱。消息面上,光伏行业供需失衡问题持续凸显,全球各环节产能已突破1000GW,5月组件开工率仅约35%,行业供需比接近2倍。6月中国组件月产量预计同比下降18.4%至37.8GW,市场仍处于供过于求状态,光伏板块持续承压,同行业福莱特玻璃盘中亦跌近5%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00968"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645559865","title":"港股異動丨光伏股延續跌勢,福萊特玻璃、信義光能雙雙刷新年內新低","url":"https://stock-news.laohu8.com/highlight/detail?id=2645559865","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2645559865?lang=zh_tw&edition=fundamental","pubTime":"2026-06-24 09:57","pubTimestamp":1782266221,"startTime":"0","endTime":"0","summary":"港股光伏太阳能股继续跌势,其中,福莱特玻璃跌超3%,信义光能跌2.8%,二者均刷新年内新低,蓝思科技跌2.4%,福耀玻璃跌1.9%,协合新能源、钧达股份、信义玻璃跟跌。例如,3.2毫米及2.0毫米的光伏玻璃产品均价近期均出现下跌。 此前,市场传闻光伏全产业链强制能效标准即将落地,可能清退约30%的落后产能,这一度提振了板块行情。","market":"fut","thumbnail":" http://caiji.3g.cnfol.com/colect/202606/24/20260624450474.png","type":0,"news_type":0,"thumbnails":[" 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15:37","pubTimestamp":1782200228,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光伏板块集体回调,福耀玻璃 跌0.40%,蓝思科技跌1.60%,山高新能源跌1.68%,阳光能源跌1.69%,信义玻璃跌2.03%,信义能源跌2.11%,凯盛新能跌2.48%,协鑫科技跌2.86%,福莱特玻璃跌5.76%,钧达股份跌8.14%,信义光能跌8.85%。因此,随着能耗新标准的严格执行,多晶硅供需格局将得到实质性改善。不过目前光伏行业整体尚未完成扭亏。今年一季度,头部组件企业仍处在亏损状态。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210810/NTRmYzVmNDdmYzg0MjRhYWE5NzljZDI3ZDUxMDYzNjE2NzY4MDQ=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NTRmYzVmNDdmYzg0MjRhYWE5NzljZDI3ZDUxMDYzNjE2NzY4MDQ=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1984317","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0269904917.USD","LU1655091616.SGD","LU2242644610.SGD","BK1558","BK1169","LU2177674079.SGD","03800","06865","BK1589","LU0828238088.HKD","02865","LU2008162690.USD","LU0972618739.USD","00182","IE0008369823.USD","BK1594","IE0008368742.USD","03868","LU0051755006.USD","00868","03606","RAYS","01799","00712","BK1583","01250","BK1144","BK1148","IE00B031HY20.USD","LU0327786744.USD","IE00BZ08YS42.EUR","BK1154","LU1064131003.USD","LU0456827905.SGD","SG9999014674.SGD","LU0455707207.USD","IE00BZ08YR35.GBP","LU0502904849.HKD","LU1983299162.USD","LU2148510915.USD","BK1509","BK1163","LU1785774172.SGD","06613","00968","BK1554","LU0509642566.USD","01108","00757","BK1105"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645276002","title":"港股異動 | 光伏股集體走低 減產傳聞或不影響短期供需 市場關注供給側減產兑現程度","url":"https://stock-news.laohu8.com/highlight/detail?id=2645276002","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2645276002?lang=zh_tw&edition=fundamental","pubTime":"2026-06-23 11:32","pubTimestamp":1782185520,"startTime":"0","endTime":"0","summary":"消息面上,上周,光伏全产业链强制能效标准即将落地、或清退约30%落后产能的传闻刺激光伏板块行情。广发期货表示,据SMM统计,光伏组件年产能已达到1000GW以上,5月光伏组件产量为36.36GW,开工率仅为35%左右,且大部分为高效产能,淘汰低效产能预计不会影响短期的供需。后续市场走向的核心变量仍在于供给侧减产的兑现程度,若冷修计划如期推进,价格有望触底反弹;若预期落空,高库存压力下价格将再度承压。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1457363.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE00BZ08YT58.USD","VXUS","00968","BK1169","RAYS","BK1594","IE00BZ08YS42.EUR","LU1983299162.USD","BK1554","BK1589","01108","BK1105","IE00BZ08YR35.GBP","06865","BK4585","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645800296","title":"信義光能(00968)出現大手賣出120萬股,成交價$2.12,涉資254.4萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2645800296","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2645800296?lang=zh_tw&edition=fundamental","pubTime":"2026-06-23 11:15","pubTimestamp":1782184500,"startTime":"0","endTime":"0","summary":"[大手成交]信义光能(00968)在上午11:15出现大手卖出,成交量为120万,成交价为港币$2.12,涉资254.4万。至目前为止,股价跌6.195%,今日最高价为$2.26,而最低价为$2.12,总成交量为4.634千万股,总成交金额港币$9.998千万。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145550051_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145550051_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2606236385/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2606236385/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["IE00BZ08YR35.GBP","00968","LU1983299162.USD","IE00BZ08YT58.USD","IE00BZ08YS42.EUR","BK1554","BK1589","BK1169"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645004463","title":"信義光能(00968.HK)跌逾4%創逾七年半低 花旗降目標價至2.4元維持「中性」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2645004463","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2645004463?lang=zh_tw&edition=fundamental","pubTime":"2026-06-23 10:42","pubTimestamp":1782182520,"startTime":"0","endTime":"0","summary":"信义光能今日低见2.12元。现跌4.42%,报2.16元,创逾七年半低,成交4,000.49万股,涉资8,647.8万元。花旗发表研究报告指,由于中国光伏安装需求疲弱,导致年初至今2.0毫米光伏玻璃产品价格大幅下跌18.2%至每平方米9元人民币,因此预计信义光能于2026年财年将转向亏损。然而,根据SMM数据,6月份中国组件月产量预计将按年下降18.4%至37.8GW,反映市场仍然处于供过于求的状态。由于大幅下调盈利预测,该行将信义光能目标价由3.7港元下调35.1%至2.4港元。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190521115706672_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190521115706672_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1530061/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1530061/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00968"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645001284","title":"《股市簡訊》中國光伏玻璃商信義光能挫6.2%創近八年新低,花旗下調目標價","url":"https://stock-news.laohu8.com/highlight/detail?id=2645001284","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2645001284?lang=zh_tw&edition=fundamental","pubTime":"2026-06-23 10:08","pubTimestamp":1782180539,"startTime":"0","endTime":"0","summary":"《股市简讯》中国光伏玻璃商信义光能挫6.2%创近八年新低,花旗下调目标价* 中国太阳能玻璃生产商--信义光能0968.HK周二早盘下挫6.2%,报2.12港元,创2018年8月23日以来新低。* 花旗在报告中表示,将信义光能目标价下调35.1%至2.4港元,料该公司今年转为亏损,因中国太阳能装机需求疲弱,年初至今2mm光伏玻璃产品价格大幅下调18.2%至9元人民币/平方米。维持“中性”评级,因光伏玻璃价格下跌已反映在股价中。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260623:nL4T42V04Y:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1983299162.USD","00968","IE00BZ08YT58.USD","BK1554","IE00BZ08YR35.GBP","BK1589","BK1169","IE00BZ08YS42.EUR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1103620788","title":"異動解讀|信義光能盤中下跌5.31%,光伏行業供需失衡疊加需求低迷持續承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1103620788","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1103620788?lang=zh_tw&edition=fundamental","pubTime":"2026-06-23 09:54","pubTimestamp":1782179675,"startTime":"0","endTime":"0","summary":"6月23日,信义光能盘中下跌5.31%,报2.17港元/股,成交额5315.1万港元。消息面上,光伏行业供需失衡问题持续凸显,全球各环节产能已突破1000GW,5月组件开工率仅约35%,行业供需比接近2倍。国家强制标准《晶体硅光伏组件和逆变器能效限定值及能效等级》已进入发布前最终审批阶段,但机构指出淘汰低效产能预计不会改善短期供需格局。光伏供应链需求前景低迷,行业竞争加剧,板块持续走弱,同行业福莱特玻璃当日亦跌超3%。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00968"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645101776","title":"信義光能(00968)出現大手賣出91.6萬股,成交價$2.21,涉資202.436萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2645101776","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2645101776?lang=zh_tw&edition=fundamental","pubTime":"2026-06-22 10:05","pubTimestamp":1782093900,"startTime":"0","endTime":"0","summary":"[大手成交]信义光能(00968)在上午10:05出现大手卖出,成交量为91.6万,成交价为港币$2.21,涉资202.436万。至目前为止,股价跌5.957%,今日最高价为$2.35,而最低价为$2.2,总成交量为2.366千万股,总成交金额港币$5.287千万。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145554547_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145554547_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2606225893/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2606225893/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00968","LU1983299162.USD","BK1554","BK1589","IE00BZ08YR35.GBP","BK1169","IE00BZ08YT58.USD","IE00BZ08YS42.EUR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1181265521","title":"異動解讀|信義光能盤中下跌5.11%,光伏行業供需失衡疊加需求前景低迷持續承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1181265521","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1181265521?lang=zh_tw&edition=fundamental","pubTime":"2026-06-22 10:00","pubTimestamp":1782093617,"startTime":"0","endTime":"0","summary":"6月22日,信义光能盘中下跌5.11%,报2.23港元/股,成交额4070.0万港元。消息面上,光伏行业供需失衡问题持续凸显,全球各环节产能已突破1000GW,5月组件开工率仅约35%,行业供需比接近2倍。国家强制标准《晶体硅光伏组件和逆变器能效限定值及能效等级》已进入发布前最终审批阶段,但机构指出淘汰低效产能预计不会改善短期供需格局。此外,光伏供应链需求前景低迷,行业竞争加剧,光伏板块近期持续走弱,同行业福莱特玻璃当日亦跌超5%。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00968"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644753557","title":"信義光能(00968)出現大手賣出140萬股,成交價$2.37,涉資331.8萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2644753557","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644753557?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 09:30","pubTimestamp":1781746200,"startTime":"0","endTime":"0","summary":"[大手成交]信义光能(00968)在上午09:30出现大手卖出,成交量为140万,成交价为港币$2.37,涉资331.8万。至目前为止,股价跌1.25%,今日最高价为$2.39,而最低价为$2.37,总成交量为186.405万股,总成交金额港币$442.223万。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145550868_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145550868_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV26061830/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV26061830/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU1983299162.USD","00968","IE00BZ08YT58.USD","BK1554","IE00BZ08YR35.GBP","BK1589","BK1169","IE00BZ08YS42.EUR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644718223","title":"【券商聚焦】中信證券:節能降碳改造升級 電力運營商望受益","url":"https://stock-news.laohu8.com/highlight/detail?id=2644718223","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644718223?lang=zh_tw&edition=fundamental","pubTime":"2026-06-17 13:54","pubTimestamp":1781675660,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信证券研究表示,国家发改委等部门印发《关于开展重点行业节能降碳改造攻坚三年行动的通知》,明确钢铁等9个重点行业未来三年节能降碳改造目标及实施路径。煤电行业低煤耗及灵活调节能力建设有望深化,进而推进电力系统低碳转型;差别化电价机制将冲减系统运行费用,完善电网稳定运行专项成本疏导渠道。行业供给结构持续优化的背景下,优质火电&清洁能源运营商有望持续受益。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1984019","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["159146","BK1554","IE00BZ08YS42.EUR","LU1997245177.USD","BK1147","LU2495084118.USD","BK1594","00968","BK1513","BK0276","LU0052750758.USD","LU1997244956.HKD","BK1516","BK0028","IE00BZ08YR35.GBP","LU0405327494.USD","LU0320764599.SGD","LU1580142542.USD","LU1983299162.USD","LU1328615791.USD","LU1255011170.USD","LU0405327148.USD","LU1064131003.USD","BK0188","BK1589","LU1064130708.USD","02208","01072","BK0183","IE00BZ08YT58.USD","06030","LU1997245094.SGD","00042","BK0012","BK1205","BK0196","BK1521","BK1526","LU1794554557.SGD","LU1781817850.SGD","BK1546","01133","BK1564","LU0708995583.HKD","LU1720050803.USD","BK1116","02727","600030","BK1558","LU2289578879.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643173117","title":"港股異動 | 光伏股集體回落 新特能源(01799)跌超5% 機構指淘汰低效產能預計不會影響短期的供需","url":"https://stock-news.laohu8.com/highlight/detail?id=2643173117","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643173117?lang=zh_tw&edition=fundamental","pubTime":"2026-06-16 15:00","pubTimestamp":1781593214,"startTime":"0","endTime":"0","summary":"消息面上,近日国家标准《晶体硅光伏组件和逆变器能效限定值及能效等级》已进入发布前最终审批阶段,预计短期内正式发布。广州期货表示,有消息认为将导致30%产能的退出,但据SMM统计,光伏组件年产能已达到1000GW以上,5月光伏组件产量为36.36GW,开工率仅为35%左右,且大部分为高效产能,淘汰低效产能预计不会影响短期的供需。随着新进入者的入局,光伏组件行业竞争或将加剧。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1454878.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0456827905.SGD","LU0972618739.USD","IE0008368742.USD","03606","LU0269904917.USD","LU0828238088.HKD","SG9999014674.SGD","01799","BK1594","LU0051755006.USD","LU1983299162.USD","BK1169","IE00BZ08YT58.USD","BK4585","IE0008369823.USD","VXUS","BK4588","BK1589","00968","IE00BZ08YR35.GBP","LU0502904849.HKD","RAYS","BK1583","LU2177674079.SGD","LU2008162690.USD","BK1509","BK1148","LU0455707207.USD","IE00B031HY20.USD","BK1144","LU0327786744.USD","IE0034224299.USD","LU0572944931.SGD","LU0509642566.USD","LU2242644610.SGD","LU1655091616.SGD","BK1554","LU1785774172.SGD","IE00BZ08YS42.EUR","06865"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643736634","title":"信義光能(00968)出現大手賣出110萬股,成交價$2.4,涉資264萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2643736634","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643736634?lang=zh_tw&edition=fundamental","pubTime":"2026-06-16 13:25","pubTimestamp":1781587500,"startTime":"0","endTime":"0","summary":"[大手成交]信义光能(00968)在下午01:25出现大手卖出,成交量为110万,成交价为港币$2.4,涉资264万。至目前为止,股价跌2.834%,今日最高价为$2.48,而最低价为$2.4,总成交量为1.727千万股,总成交金额港币$4.194千万。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145554547_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145554547_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2606166652/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2606166652/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1589","00968","IE00BZ08YS42.EUR","LU1983299162.USD","BK1169","BK1554","IE00BZ08YT58.USD","IE00BZ08YR35.GBP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643298812","title":"信義光能(00968)出現大手賣出100萬股,成交價$2.48,涉資248萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2643298812","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643298812?lang=zh_tw&edition=fundamental","pubTime":"2026-06-15 10:10","pubTimestamp":1781489400,"startTime":"0","endTime":"0","summary":"[大手成交]信义光能(00968)在上午10:10出现大手卖出,成交量为100万,成交价为港币$2.48,涉资248万。至目前为止,股价升3.32%,今日最高价为$2.51,而最低价为$2.45,总成交量为1.061千万股,总成交金额港币$2.638千万。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126132515779_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126132515779_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2606154708/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2606154708/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1169","BK1589","IE00BZ08YS42.EUR","IE00BZ08YT58.USD","LU1983299162.USD","BK1554","00968","IE00BZ08YR35.GBP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642965253","title":"【券商聚焦】中金公司:龍頭的資金和技術實力正在將行業功率曲線\"陡峭化\" 光伏產品的差異化逐步顯現","url":"https://stock-news.laohu8.com/highlight/detail?id=2642965253","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2642965253?lang=zh_tw&edition=fundamental","pubTime":"2026-06-12 09:00","pubTimestamp":1781226016,"startTime":"0","endTime":"0","summary":"该机构统计高功率产能目前约200GW,产品差异化拉开。反内卷政策持续推进,组件强制性安全标准、能效指标等抬升行业价格中枢,叠加三季度各家企业低价订单消耗完毕交付价格上行,行业筑底反弹。Alpha端,高功率组件溢价和银包铜降本成为龙头利润增量,3Q26头部企业业绩有望显著改善。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983610","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["601995","LU1023057109.AUD","BK1610","BK1564","LU0572944931.SGD","SG9999002828.SGD","BK0276","LU0455707207.USD","IE00B031HY20.USD","LU1655091616.SGD","03908","IE00BZ08YR35.GBP","LU2242644610.SGD","IE0008369823.USD","RAYS","LU1785774172.SGD","03606","06865","LU2148510915.USD","LU2008162690.USD","LU1064131003.USD","BK1516","LU0509642566.USD","BK1147","00868","IE00BZ08YS42.EUR","01799","LU0359201612.USD","BK1105","BK1154","IE0034224299.USD","LU0359202008.SGD","LU0269904917.USD","LU1508157978.USD","BK1509","LU0828238088.HKD","IE0008368742.USD","BK1554","SG9999014674.SGD","BK1589","IE00BZ08YT58.USD","01250","BK1169","LU2177674079.SGD","BK1594","00968","LU1781817850.SGD","LU0456827905.SGD","03800","03868"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642402779","title":"信義光能(00968)出現大手買入90.8萬股,成交價$2.44,涉資221.552萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2642402779","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2642402779?lang=zh_tw&edition=fundamental","pubTime":"2026-06-11 15:50","pubTimestamp":1781164200,"startTime":"0","endTime":"0","summary":"[大手成交]信义光能(00968)在下午03:50出现大手买入,成交量为90.8万,成交价为港币$2.44,涉资221.552万。至目前为止,股价跌2.789%,今日最高价为$2.5,而最低价为$2.39,总成交量为6.159千万股,总成交金额港币$1.496亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145549237_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145549237_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2606119668/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2606119668/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["IE00BZ08YS42.EUR","IE00BZ08YR35.GBP","BK1169","IE00BZ08YT58.USD","BK1554","LU1983299162.USD","BK1589","00968"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642408888","title":"港股異動 | 光伏股今早普跌 福萊特玻璃(06865)、新特能源(01799)跌超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2642408888","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2642408888?lang=zh_tw&edition=fundamental","pubTime":"2026-06-11 10:13","pubTimestamp":1781144023,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,光伏股今早普跌,多只光伏股昨日尾盘拉升。截至发稿,凯盛新能跌5.61%,报2.69港元;福莱特玻璃跌3.32%,报7.56港元;新特能源跌3.29%,报4.41港元;信义光能跌2.79%,报2.44港元。有网传消息称,“下周好像发光伏强制标准,涉及硅料、硅片、组件,按之前口径大概能清退30%产能。”经向上述多家企业求证该消息,均回应注意到有该说法,但目前无法证实其真实性。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1452960.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1589","RAYS","LU1983299162.USD","BK1105","BK1148","01799","IE00BZ08YS42.EUR","IE00BZ08YT58.USD","SG9999014674.SGD","06865","BK1554","BK4588","VXUS","BK4585","BK1169","BK1594","01108","00968","IE00BZ08YR35.GBP"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":6,"totalSize":200,"code":"91000000","status":"200"}]}}