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港股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
新特能源
4.070
-0.045
-1.09%
手動刷新
成交量：
118.80萬
成交額：
481.79萬
市值：
58.20億
市盈率：
-4.14
高：
4.140
開：
4.140
低：
4.000
收：
4.115
52周最高：
9.290
52周最低：
3.630
股本：
14.30億
香港流通股本：
3.76億
量比：
0.59
換手率：
0.32%
股息：
- -
股息率：
- -
每股收益(LYR):
-0.984
淨資產收益率：
-3.32%
總資產收益率：
-0.60%
市淨率：
0.16
市盈率(LYR):
-4.14
市銷率:
0.28
資料載入中...
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公司
新聞資訊
公告
【券商聚焦】交銀國際維持新特能源（01799）買入評級 指多晶硅價格修復可期
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金吾财讯
·
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《業績》新特能源(01799.HK)中期虧損收窄至2.12億人民幣
阿斯达克财经
·
08/23
新特能源(01799)公布中期業績 歸母淨虧損約2.12億元 按年收窄17.32%
智通财经
·
08/21
新特能源（01799）發布2026年上半年業績：營收101.53億元 按年增38.88%，虧損持續收窄
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·
08/21
新特能源（01799）公布最新董事會及專門委員會成員名單
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·
08/21
新特能源(01799)：王斌獲委任為總經理
智通财经
·
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新特能源突發人事變動：南新建先生即刻卸任總經理及執行董事職務
美股速递
·
08/21
新特能源（01799）高層調整：南新建辭任總經理 王斌接任並獲提名執行董事
公告速递
·
08/21
新特能源(01799)2026年第二次臨時股東會通過補充協議相關普通決議
公告速递
·
08/19
港股異動 | 新特能源(01799)午後跌超8% 多晶硅市場繼續觀望 連續兩周處於無成交狀態
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·
08/13
智通港股解盤 | 淡馬錫出手韓國帶動存儲 城市更新「十五五」規劃激活地產
智通财经
·
08/12
新特能源(01799.HK)擬8月21日舉行董事會會議以審批中期業績
中金财经
·
08/11
新特能源(01799)計劃8月21日召開董事會審議2026年中期業績
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·
08/11
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·
08/11
【券商聚焦】華泰證券：內外共振或將支撐光伏價格體系重塑
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·
08/11
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智通财经
·
08/08
8家多晶硅企業抱團「反內卷」 承諾「不低於完全成本價銷售」
中国经营报
·
08/08
新特能源(01799)股價顯著上升14.787%，現價港幣$4.58
阿斯达克财经
·
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更多
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跌13.28%，钧达股份跌6.74%，信义光能跌3.97%，新特能源跌3.73%，协合新能源跌3.45%，阳光能源跌3.17%，北京能源国际跌2.78%，福耀玻璃跌2.61%，信义玻璃跌2.18%，福莱特玻璃跌2.07%，凯盛新能跌1.90%，信义能源跌1.83%。产业链价格及盈利有望迎来修复，具备高效技术、格局优势与盈利确定性的细分龙头有望率先受益，建议优先关注电池组件、胶膜、光伏玻璃、浆料等环节的结构性机会。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/MGY1NDA5NTM4NDQ4Mw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MGY1NDA5NTM4NDQ4Mw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1989185","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":["IE00BZ08YR35.GBP","BK0028","600660","LU0516423174.USD","BK0132","BK0183","SGXZ81163826.USD","BK4585","PBW","LU1171460220.USD","RAYS","LU0979878070.USD","LU0269904917.USD","BK1589","IE0008368742.USD","00968","TAN","BK4596","01799","03868","00438","LU2177674079.SGD","BK1509","000591","LU2213484517.USD","BK1554","BK1594","BK0054","BK1163","00182","LU2362541513.USD","BK1144","03606","ACES","06865","BK1148","LU1983299162.USD","00686","LU0516422952.EUR","LU1146622755.USD","00757","ICLN","LU0516422440.USD","00868","CTEX","02865","BK0188","LU1580142542.USD","01108","LU0516423091.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661530244","title":"【券商聚焦】中信證券：光伏行業需求已基本觸底，產業鏈價格及盈利有望迎來修復","url":"https://stock-news.laohu8.com/highlight/detail?id=2661530244","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661530244?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 09:11","pubTimestamp":1787533905,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信证券研究指，当前光伏行业需求已基本触底，2026H2起国内外装机有望逐季改善；供给侧“反内卷”从自律倡议走向硬性制度约束，能效标准与成本核算通则推动落后产能加速出清，行业竞争重心转向技术及效率比拼。产业链价格及盈利有望迎来修复，具备高效技术、格局优势与盈利确定性的细分龙头有望率先受益，建议优先关注电池组件、胶膜、光伏玻璃、浆料等环节的结构性机会。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1989090","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01799","LU1983299162.USD","IE00BZ08YT58.USD","03606","BK1509","BK1105","LU2148510915.USD","00868","LU0572944931.SGD","BK1169","LU1781817850.SGD","LU1785774172.SGD","IE00BZ08YS42.EUR","SG9999014674.SGD","IE0008369823.USD","LU2495084118.USD","03868","BK0012","IE0034224299.USD","LU0455707207.USD","LU0828238088.HKD","IE00BZ08YR35.GBP","LU0509642566.USD","LU1794554557.SGD","LU2177674079.SGD","01250","BK0183","06865","KCE","600030","00968","LU0327786744.USD","BK1154","LU1720050803.USD","LU2008162690.USD","LU1255011170.USD","LU2279858448.HKD","BK1147","BK0276","LU1997244956.HKD","LU0502904849.HKD","LU1064130708.USD","LU1997245177.USD","06030","LU1064131003.USD","LU1171460220.USD","LU2242644610.SGD","LU1655091616.SGD","03800","BK1521"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661248007","title":"《業績》新特能源(01799.HK)中期虧損收窄至2.12億人民幣","url":"https://stock-news.laohu8.com/highlight/detail?id=2661248007","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661248007?lang=zh_tw&edition=fundamental","pubTime":"2026-08-23 20:40","pubTimestamp":1787488800,"startTime":"0","endTime":"0","summary":"新特能源(01799.HK) 公布6月止六个月中期业绩，收入101.53亿人民币(下同)，按年增加38.9%。亏损由上年同期2.56亿元，收窄至2.12亿元，每股亏损14.82分。不派息。(d)(港股报价延迟最少十五分钟。沽空资料截至 2026-08-21 16:25。)过往派息公布日期派息事项派息内容2026/04/24第一季业绩无派息2026/03/29末期业绩无派息2025/10/30第三季业绩无派息2025/08/29中期业绩无派息AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190709150414306_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190709150414306_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1540104/latest-news/AAFN","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/aafn-con/NOW.1540104/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":["CYB","BK1594","UCmain","MUCmain","BK1148","SG9999014674.SGD","BK1554","MCNHmain","01799","CNHmain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661293794","title":"新特能源(01799)公布中期業績 歸母淨虧損約2.12億元 按年收窄17.32%","url":"https://stock-news.laohu8.com/highlight/detail?id=2661293794","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661293794?lang=zh_tw&edition=fundamental","pubTime":"2026-08-21 21:29","pubTimestamp":1787318957,"startTime":"0","endTime":"0","summary":"智通财经APP讯，新特能源(01799)公布2026年中期业绩，营业收入为约101.53亿元，较上年同期增长38.88%。归属于上市公司股东的净亏损为约2.12亿元，同比收窄17.32%;基本每股亏损为约0.15元。公告称，收入增长主要是由于报告期内集团多晶硅销量增加所致。多晶硅板块实现收入约38.88亿元，增幅297.27%。","market":"us","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/1483685.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SG9999014674.SGD","BK1554","01799","BK1594","BK1148"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1133290720","title":"新特能源（01799）發布2026年上半年業績：營收101.53億元 按年增38.88%，虧損持續收窄","url":"https://stock-news.laohu8.com/highlight/detail?id=1133290720","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1133290720?lang=zh_tw&edition=fundamental","pubTime":"2026-08-21 21:26","pubTimestamp":1787318785,"startTime":"0","endTime":"0","summary":"2026年8月21日，新特能源股份有限公司公布截至2026年6月30日止六个月未经审计的中期业绩。报告期内，公司实现营业收入101.53亿元，同比增长38.88%；归属于上市公司股东的净亏损2.12亿元，同比减亏0.44亿元。基本每股亏损为0.15元，上年同期为0.18元。成本方面，公司营业成本88.20亿元，同比增加32.78%，主要因多晶硅销量增长所致。截至6月30日，公司货币资金131.26亿元，流动比率为139.86%。","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":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01799"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1116969977","title":"新特能源（01799）公布最新董事會及專門委員會成員名單","url":"https://stock-news.laohu8.com/highlight/detail?id=1116969977","media":"公告速递","labels":["executive","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1116969977?lang=zh_tw&edition=fundamental","pubTime":"2026-08-21 21:21","pubTimestamp":1787318516,"startTime":"0","endTime":"0","summary":"2026年8月21日，新特能源股份有限公司发布公告，披露董事会及其下属四个专门委员会的成员组成与职能分工。公司表示，以上安排将进一步完善公司治理结构，强化董事会对企业战略规划、内控及审计工作的监督与指导。","market":"sh","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":"0","news_top_title":null,"news_tag":"executive,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01799"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661293117","title":"新特能源(01799)：王斌獲委任為總經理","url":"https://stock-news.laohu8.com/highlight/detail?id=2661293117","media":"智通财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661293117?lang=zh_tw&edition=fundamental","pubTime":"2026-08-21 21:18","pubTimestamp":1787318304,"startTime":"0","endTime":"0","summary":"经董事会会议审议批准，王斌先生已获委任为总经理，任期自本公告日期起至第五届董事会任期届满为止。为完善董事会治理架构，经董事会提名委员会参照公司董事会成员多元化政策及董事会所需技能作出审议及推荐后，王斌先生亦获提名为公司执行董事，建议委任王斌先生须待股东于股东会上以普通决议案方式批准方可作实。同时，董事会推荐委任王斌先生担任董事会薪酬与考核委员会委员，该任期与其担任执行董事任期相同。","market":"us","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/1483670.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01799","BK1148","BK1594","BK1554","SG9999014674.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1165326382","title":"新特能源突發人事變動：南新建先生即刻卸任總經理及執行董事職務","url":"https://stock-news.laohu8.com/highlight/detail?id=1165326382","media":"美股速递","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1165326382?lang=zh_tw&edition=fundamental","pubTime":"2026-08-21 21:16","pubTimestamp":1787318173,"startTime":"0","endTime":"0","summary":"新特能源股份有限公司于今日宣布一项重大人事调整，引发市场广泛关注。该公司正式确认，南新建先生已辞去其担任的总经理兼执行董事职位，且这一变动自公告发布之时起立即生效，未设任何过渡期或交接缓冲安排。截至目前，公司方面尚未透露南新建先生辞职的具体原因，亦未就继任者人选及后续工作安排作出进一步说明。","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":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1554","BK1594","SG9999014674.SGD","BK1148","01799"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1105756725","title":"新特能源（01799）高層調整：南新建辭任總經理 王斌接任並獲提名執行董事","url":"https://stock-news.laohu8.com/highlight/detail?id=1105756725","media":"公告速递","labels":["executive","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1105756725?lang=zh_tw&edition=fundamental","pubTime":"2026-08-21 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16:42","pubTimestamp":1787128957,"startTime":"0","endTime":"0","summary":"新特能源股份有限公司于2026年8月19日在中国新疆乌鲁木齐市甘泉堡经济技术开发区（工业园）众欣街2249号研发楼会议室召开2026年第二次临时股东会。新疆特变电工集团有限公司直接及间接持有公司61,443,108股内资股，占已发行股份总数的4.30%，因在相关交易中拥有重大权益，根据上市规则第14A.36条放弃对议案的投票。","market":"sh","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":"executive,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01799"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659399351","title":"港股異動 | 新特能源(01799)午後跌超8% 多晶硅市場繼續觀望 連續兩周處於無成交狀態","url":"https://stock-news.laohu8.com/highlight/detail?id=2659399351","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659399351?lang=zh_tw&edition=fundamental","pubTime":"2026-08-13 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城市更新「十五五」規劃激活地產","url":"https://stock-news.laohu8.com/highlight/detail?id=2658903669","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658903669?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 21:53","pubTimestamp":1786542819,"startTime":"0","endTime":"0","summary":"华虹宏力拟于8月13日举行董事会会议以批准第二季度财务业绩。国内也在刺激,上海市经济和信息化委员会于8月11日印发《上海市软件和信息服务业发展“十五五”规划》,明确提出实施“百千万”智算集群工程,在松江、临港、青浦等地布局打造十万卡级超大规模智算集群。EGA表示,公司正投入4亿美元用于维修,力争在明年第一季度将产量恢复至战前水平,同时正努力加快这一进度。","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/1479180.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4588","LU0314109678.HKD","SG9999014674.SGD","BK1554","LU0348766576.USD","06809","VXUS","LU0320764599.SGD","LU0348767384.USD","01799","BK1594","ARCAY","KCAI","LU1008478684.HKD","LU1960683339.HKD","LU1807302812.USD","LU1152091754.HKD","BK1589","BK1148","BK1610","LU0708995583.HKD","LU0359202008.SGD","BK1521","LU0359201885.HKD","LU0067412154.USD","LU1993786604.SGD","BK4123","00123","BK1163","LU2039709279.SGD","BK1240","LU2279858448.HKD","LU1023057109.AUD","00960","LU1171460220.USD","LU0880133367.SGD","BK1555","LU0501845795.SGD","BK1169","LU0052750758.USD","LU0072913022.USD","LU1813983027.USD","LU1152091168.USD","BK4129","LU0359201612.USD","03800","LU1328277881.USD","BK4585","03986"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658499503","title":"新特能源(01799.HK)擬8月21日舉行董事會會議以審批中期業績","url":"https://stock-news.laohu8.com/highlight/detail?id=2658499503","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658499503?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 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16:46","pubTimestamp":1786437974,"startTime":"0","endTime":"0","summary":"新特能源股份有限公司（01799）8月11日公告称，公司董事会会议将于2026年8月21日（星期五）举行。届时，董事会将审议并批准公司及其附属公司截至2026年6月30日止六个月的中期业绩报告，并研究派发中期股息（如有）的事项。公司表示，有关中期业绩及股息的具体决定将于会议后另行发布。","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":"0","news_top_title":null,"news_tag":"executive,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01799"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658188963","title":"【券商聚焦】光大證券：新能源發電關注焦點逐步轉向提升消納水平、注重發電盈利性","url":"https://stock-news.laohu8.com/highlight/detail?id=2658188963","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658188963?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 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光大证券研究指，《新型电力系统建设“十五五”规划》提出明确2030年初步建成清洁低碳、安全高效新型能源体系；其中对于火电而言，明确“十五五”正式切换为系统调节、兜底保供、应急备用定位，该机构认为火电收益模式由发电量盈利转向容量补偿、调峰辅助服务、电量收入三元结构趋势明确；新能源发电从以往的重点关注装机增量，逐渐向提升消纳水平、注重其发电盈利性转向。水、核井然有序持续发展；2030年常规水电、核电装机达到4.1亿千瓦、1.1亿千瓦左右。风险分析：权益市场系统性风险；上网电价超预期下行，煤价超预期上涨，用电需求下滑，水电来水不及预期；行业改革进度低于预期等。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987874","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1147","LU1051768304.USD","01071","HK0000500386.USD","SG9999014674.SGD","LU0651946864.USD","BK1546","BK1526","00836","BK1221","BK1205","LU1981816686.USD","BK1166","00182","BK1530","01072","LU0877626530.USD","BK1554","LU0531970944.HKD","00527","00956","BK1566","02380","02208","KCE","00991","BK1125","BK1154","03868","LU0254981946.USD","BK1524","BK1169","LU1048596156.SGD","601788","06178","BK0183","HK0000252160.HKD","LU2048586759.USD","BK0188","01811","00902","02688","06865","PBD","LU0173614495.USD","01798","LU0821914370.USD","00916","BK1148","01799"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658963815","title":"【券商聚焦】華泰證券：內外共振或將支撐光伏價格體系重塑","url":"https://stock-news.laohu8.com/highlight/detail?id=2658963815","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658963815?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 08:43","pubTimestamp":1786409036,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，8月6日，根据央视财经报道，国内八大硅料龙头达成《反内卷倡议书》，共同承诺产品售价不低于完全成本，并主动出清高耗能落后产能；同日，美国总统特朗普签署行政令，依据232条款对进口多晶硅及其衍生产品设置最低进口价格并加征关税，相关措施自2026年12月4日生效。该机构假设在国内硅料价格自律倡议有效落实，叠加强制性能耗国标中性落地的情景下，有望共同推动行业价格修复及供给侧出清；美国设置进口限价及关税支持本土光伏供应链，海内外对低价竞争的约束均在增强，有望驱动光伏行业价格体系和供需格局改善。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987869","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":["LU0572944931.SGD","BK0276","LU0455707207.USD","LU1655091616.SGD","LU0531971595.HKD","IE00BZ08YR35.GBP","BK0028","LU2242644610.SGD","IE0008369823.USD","RAYS","03606","06865","BK0188","LU2279858448.HKD","LU2148510915.USD","LU2008162690.USD","LU0051755006.USD","LU1064131003.USD","LU0509642566.USD","00868","IE00BZ08YS42.EUR","01799","BK1500","LU1934453819.USD","BK1105","03800","BK1154","LU0269904917.USD","LU1171460220.USD","BK1148","LU0871576103.HKD","BK1554","SG9999014674.SGD","KCE","IE00BZ08YT58.USD","LU1979443071.USD","01250","BK1169","LU0164865239.USD","LU0327786744.USD","BK1594","LU0502904849.HKD","00968","LU1580142542.USD","LU1781817850.SGD","LU0456827905.SGD","601688","LU2177674079.SGD","BK0012","03868"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657620644","title":"多重政策利好+成本核算定價，多晶硅產業鏈能否走出「囚徒困境」？","url":"https://stock-news.laohu8.com/highlight/detail?id=2657620644","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657620644?lang=zh_tw&edition=fundamental","pubTime":"2026-08-08 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