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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
4.050
-0.020
-0.49%
手動刷新
成交量:
87.75萬
成交額:
363.74萬
市值:
57.92億
市盈率:
-4.12
高:
4.220
開:
4.140
低:
4.050
收:
4.070
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:
0.42
換手率:
0.23%
股息:
- -
股息率:
- -
每股收益(LYR):
-0.983
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):
-4.12
市銷率:
0.27
資料載入中...
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公司
新聞資訊
公告
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·
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·
04/14
港股新特能源午後漲近7%
每日经济新闻
·
04/13
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·
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·
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·
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新特能源(01799)股價上升5.019%,現價港幣$5.44
阿斯达克财经
·
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異動解讀 | 光伏退税取消疊加需求擔憂,新特能源盤中大跌5.5%
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·
03/31
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·
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异动解读
·
03/30
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智通财经
·
03/30
新特能源(01799)發布2025年度業績,歸母淨虧損12.05億元,按年收窄69.1%
智通财经
·
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涨5.22%,中广核新能源涨3.07%,华电国际电力股份涨2.43%,龙源电力涨2.24%,大唐新能源涨1.99%,华能国际电力股份涨1.76%,新特能源涨1.69%,信义能源涨1.67%,新奥能源涨1.28%。华源证券指出,2026年在受美伊战争影响能源价格上涨与极端炎热气候预计到来的背景下,或许电价拐点会提前到来。若电价拐点提前,建议关注龙头火电运营商以及低估值绿电,但绿电运营商今年一季报业绩尚未披露仍存风险。","market":"nz","thumbnail":"https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1979541","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":["LU0877626530.USD","BK1521","BK0188","SG9999014674.SGD","LU0254981946.USD","00902","BK1221","LU0054450605.USD","BK0006","HK0000252160.HKD","02688","03868","LU1981816686.USD","00991","LU0737861699.HKD","BK1530","BK1154","BK0271","01071","HK0000500386.USD","LU1224709979.USD","BK1594","LU0821914370.USD","BK1566","BK0012","00916","BK1554","01811","BK1125","LU0449509016.USD","01798","LU0531970944.HKD","LU1515016050.SGD","BK0196","BK0010","LU0823040885.USD","LU0205439572.USD","BK1583","BK1558","01799","BK0044","601991","BK1148","BK1524","LU0173614495.USD","LU1119993845.HKD","LU2048586759.USD","BK0179","LU0214875030.USD","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628227715","title":"新特能源(01799)股價上升8.425%,現價港幣$5.92","url":"https://stock-news.laohu8.com/highlight/detail?id=2628227715","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2628227715?lang=zh_tw&edition=fundamental","pubTime":"2026-04-20 11:49","pubTimestamp":1776656940,"startTime":"0","endTime":"0","summary":"[上升股]新特能源(01799) 股价在上午11:49比前收市价上升8.425%,现股价为港币$5.92。至目前为止,今日最高价为$5.92,而最低价为$5.4。总成交量为161.12万股,总成交金额为港币$916.613万。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205152549604_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205152549604_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2604202693/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/AAR2604202693/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1554","BK1594","SG9999014674.SGD","01799","BK1148"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1123855846","title":"港股異動 | 光伏太陽能股集體上漲,四部委召開會議推進光伏行業「反內卷」","url":"https://stock-news.laohu8.com/highlight/detail?id=1123855846","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1123855846?lang=zh_tw&edition=fundamental","pubTime":"2026-04-20 11:04","pubTimestamp":1776654250,"startTime":"0","endTime":"0","summary":"扎实推进光伏行业“反内卷”工作。","market":"hk","thumbnail":"https://static.tigerbbs.com/096e374818f94a1d385200d65a9cc2aa","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/096e374818f94a1d385200d65a9cc2aa"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02865","03800","06865","01799","01108","00968"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628222770","title":"光伏太陽能股集體受壓 協鑫新能源(00451)跌6.31%","url":"https://stock-news.laohu8.com/highlight/detail?id=2628222770","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2628222770?lang=zh_tw&edition=fundamental","pubTime":"2026-04-17 13:14","pubTimestamp":1776402853,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光伏太阳能股集体受压,协鑫新能源 跌6.31%,信义光能跌3.37%,协鑫科技跌3.06%,新特能源跌2.83%,信义能源跌2.52%,山高新能源跌2.47%,钧达股份跌2.41%。研报显示,继3月出口增值税退税到期前的需求反弹后,根据SMM数据,2026年4月太阳能需求预计环比锐减18%至32吉瓦,这一数字亦较2025年月度平均需求低31%。报告认为,由于反内卷政策的不确定性及供给侧生产配额机制面临反垄断审查,当前行业环境与2025年6月的低谷期相似甚至更严峻。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1979238","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":["BK1154","01250","BK1594","BK0132","00451","IE00BZ08YT58.USD","000591","ICLN","03868","SG9999014674.SGD","BK1610","02865","BK1583","BK4588","BK1589","BK0271","BK1148","IE00BZ08YS42.EUR","01799","00968","BK0054","BK1554","LU1983299162.USD","BK1163","BK4585","TAN","BK4596","BK1169","03800","IE00BZ08YR35.GBP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627263951","title":"港股異動 | 新特能源(01799)早盤升逾8% 4月多晶硅產量或不及此前預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2627263951","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627263951?lang=zh_tw&edition=fundamental","pubTime":"2026-04-16 11:57","pubTimestamp":1776311831,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,新特能源早盘涨超8%,截至发稿,涨7.12%,报5.72港元,成交额1011.59万港元。消息面上,据上海有色网报道,4月国内部分多晶硅复产推迟或增加检修,产量或不及此前预期,4月国内市场产量预计不足9万吨。","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/1429244.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":["BK4585","VXUS","BK1148","BK4588","BK1594","01799","SG9999014674.SGD","BK1554"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627443113","title":"新特能源(01799.HK)擬4月24日舉行董事會會議審批第一季度業績","url":"https://stock-news.laohu8.com/highlight/detail?id=2627443113","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627443113?lang=zh_tw&edition=fundamental","pubTime":"2026-04-14 19:37","pubTimestamp":1776166623,"startTime":"0","endTime":"0","summary":"格隆汇4月14日丨新特能源(01799.HK)宣布,董事会会议将于2026年4月24日举行,藉以审议及批准公司及其附属公司截至2026年3月31日止三个月之季度业绩及其发布。","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://sc.stock.cnfol.com/gushizhibo/20260414/32143301.shtml","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":"zhongjincaijing_highlight","symbols":["SG9999014674.SGD","01799","BK1594","BK1148","BK1554"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627499501","title":"回A前夜的賬面疑雲:新特能源捲入7名前高管億元薪資訴訟","url":"https://stock-news.laohu8.com/highlight/detail?id=2627499501","media":"财中社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627499501?lang=zh_tw&edition=fundamental","pubTime":"2026-04-14 11:35","pubTimestamp":1776137700,"startTime":"0","endTime":"0","summary":"正当新特能源(01799)推进回归A股上市的关键审核程序时,一起由七名前核心管理层集体提起、标的额近亿元的劳动报酬纠纷,近日已在乌鲁木齐市米东区人民法院进入审理阶段。据行业媒体《光伏见闻》独家报道,这起涉及“亿元量级”的薪酬争议案尚未判决、未达成和解、未进入执行阶段;相关各方至今未就该亿元欠薪事件发布任何正式公告,未对外披露相关回应及说明。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604143704173143.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604143704173143.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_eastmoney","symbols":["SG9999014674.SGD","01799","BK1148","BK1554","BK1594"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627248260","title":"港股新特能源午後漲近7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2627248260","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627248260?lang=zh_tw&edition=fundamental","pubTime":"2026-04-13 14:23","pubTimestamp":1776061387,"startTime":"0","endTime":"0","summary":"4月12日,新特能源(01799.HK)午后涨近7%,截至发稿涨5.96%,报5.51港元,成交额1364.66万港元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604133702770893.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604133702770893.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_eastmoney","symbols":["BK1554","BK1148","BK4588","BK4585","BK1594","SG9999014674.SGD","01799","VXUS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627469484","title":"港股異動 | 新特能源(01799)午後漲近7% 交易規則修改疊加反內卷預期 多晶硅期貨午後漲停","url":"https://stock-news.laohu8.com/highlight/detail?id=2627469484","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627469484?lang=zh_tw&edition=fundamental","pubTime":"2026-04-13 14:19","pubTimestamp":1776061196,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,新特能源午后涨近7%,截至发稿,涨5.96%,报5.51港元,成交额1364.66万港元。消息面上,4月1日,广期所发布多晶硅期货规则优化通知,同步调整交易门槛、手续费、保证金等,多晶硅期货市场流动性得到大幅释放。4月13日,广期所多晶硅主力合约午后触及涨停,报34770元/吨,现涨幅为9.0%。","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/1427644.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":["SG9999014674.SGD","01799","BK1594","VXUS","BK4585","FGBXmain","BK1148","BK1554","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1121389652","title":"新特能源3月無新增發行或股份變動","url":"https://stock-news.laohu8.com/highlight/detail?id=1121389652","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121389652?lang=zh_tw&edition=fundamental","pubTime":"2026-04-02 21:56","pubTimestamp":1775138182,"startTime":"0","endTime":"0","summary":"新特能源股份有限公司(股票代码:01799)于2026年4月2日披露2026年3月股份变动月报表。本次公告显示,该公司在报告期内并无新增股份发行、购回或注销等活动,股本结构保持稳定。\n根据月报表,截至2026年3月31日,公司注册股本合计为人民币1,430,000,000元。其中,H股已发行股份总数为376,170,756股,内资股已发行股份总数为1,053,829,244股,两类股份数量与上月末相比未发生变化。此外,报告期内未有股权激励、股份期权或可换股票据的相关变动。\n公告强调,公司已遵守香港联合交易所有限公司的相关上市规则及相关法规要求。该份月报表由联席公司秘书张娟签署。","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":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01799"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624523008","title":"【券商聚焦】華泰證券:AI時代綠電脱離傳統意義上的「垃圾電」 獲得價值重估的契機","url":"https://stock-news.laohu8.com/highlight/detail?id=2624523008","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2624523008?lang=zh_tw&edition=fundamental","pubTime":"2026-04-02 08:52","pubTimestamp":1775091174,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示,2025年来“绿电直连”政策频出,“算电协同”2026年更是首次被纳入政府工作报告上升到国家新基建的战略层面。与市场观点的不同,市场普遍认为算电协同是概念炒作,该机构认为这是AI时代绿电脱离传统意义上的“垃圾电”,获得价值重估的契机。AI推理时代,算力与电力的联合调度在突破芯片瓶颈后有望成为重要的命题。推荐:1)低估风光运营商估值修,2)绿电产能高增速的绿发电力和火转绿企业。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978096","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":["LU0531970944.HKD","BK0028","LU1064131003.USD","02380","BK1513","00902","LU2148510915.USD","00836","BK1148","LU1051768304.USD","601688","BK1526","01811","LU0214875030.USD","LU1781817850.SGD","01071","LU1515016050.SGD","02688","IE0008368742.USD","LU2048586759.USD","CHAT","SG9999014674.SGD","01799","BK1570","03868","BK1524","LU0173614495.USD","LU0823040885.USD","BK0276","HK0000500386.USD","00916","02208","LU0164865239.USD","LU0054450605.USD","BK1546","BK1125","LU0254981946.USD","HK0000252152.HKD","LU0449515922.USD","00991","LU1224709979.USD","AIPO","BK1205","BK1221","01798","AGIX","06865","LU1064130708.USD","LU1580142542.USD","BK1154"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624598318","title":"新特能源(01799)股價上升5.019%,現價港幣$5.44","url":"https://stock-news.laohu8.com/highlight/detail?id=2624598318","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2624598318?lang=zh_tw&edition=fundamental","pubTime":"2026-04-01 15:15","pubTimestamp":1775027700,"startTime":"0","endTime":"0","summary":"[上升股]新特能源(01799) 股价在下午03:15比前收市价上升5.019%,现股价为港币$5.44。至目前为止,今日最高价为$5.44,而最低价为$5.24。总成交量为86.85万股,总成交金额为港币$464.6万。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190515141040914_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190515141040914_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2604016912/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/AAR2604016912/aamm-all-category","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":["BK1148","BK1594","01799","SG9999014674.SGD","BK1554"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1123382188","title":"異動解讀 | 光伏退税取消疊加需求擔憂,新特能源盤中大跌5.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123382188","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1123382188?lang=zh_tw&edition=fundamental","pubTime":"2026-03-31 11:48","pubTimestamp":1774928918,"startTime":"0","endTime":"0","summary":"新特能源今日盘中大跌5.50%,引起了市场的广泛关注。消息面上,光伏产品9%的出口退税政策将于4月1日起全面取消,预计将使光伏组件的每瓦成本显著上升。受此政策预期与上游成本攀升驱动,部分头部厂商近期密集发布涨价通知,但业内人士指出,实际成交价远低于报价,厂商提价难以有效传导至下游,行业利润空间面临挤压。分析观点认为,退税政策调整可能导致一季度海外需求前置,若经销商在3月底前集中囤货,可能引发二季度订单断层。同时,国内市场需求也面临压力,二季度通常是光伏装机的平稳期,且随着装机基数扩大,2026年国内新增装机增速预期或有所下滑,行业整体增长前景蒙上阴影。","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":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01799"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623374162","title":"港股異動 | 光伏股繼續走低 光伏退税取消將顯著提升組件成本 廠商提價難以傳導至下游","url":"https://stock-news.laohu8.com/highlight/detail?id=2623374162","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2623374162?lang=zh_tw&edition=fundamental","pubTime":"2026-03-31 11:40","pubTimestamp":1774928459,"startTime":"0","endTime":"0","summary":"消息面上,4月1日光伏产品9%出口退税将全面取消,预计将使光伏组件的每瓦成本上升0.06元至0.07元。受此政策预期与上游成本攀升的共同驱动,隆基绿能、天合光能、晶澳科技等头部厂商近期密集发布涨价通知。若海外经销商在3月底前完成集中囤货,可能导致二季度出现订单断层。与此同时,国内市场需求同样面临压力,从季节性规律来看,二季度是国内光伏装机的平稳期,且随着光伏装机基数逐年扩大,2026年国内新增装机增速预期或有所下滑。","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/1422773.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":["06865","BK1554","BK1594","01108","BK1105","IE00BZ08YS42.EUR","SG9999014674.SGD","BK1169","LU1983299162.USD","01799","BK4585","BK4588","00968","IE00BZ08YT58.USD","IE00BZ08YR35.GBP","VXUS","BK1589","BK1148"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1142137202","title":"異動解讀 | 光伏出口退税即將全面取消,新特能源盤中大跌7.83%","url":"https://stock-news.laohu8.com/highlight/detail?id=1142137202","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1142137202?lang=zh_tw&edition=fundamental","pubTime":"2026-03-30 10:34","pubTimestamp":1774838089,"startTime":"0","endTime":"0","summary":"新特能源今日盘中大跌7.83%,引起了市场的广泛关注。消息面上,光伏产品9%的增值税出口退税将从4月1日起全面取消。然而,在政策生效前夕,行业并未出现预期的“抢出口”热潮,1-2月全产业链出口数据保持平稳。与此同时,硅料价格跌至4万元/吨的新低,硅片、电池价格也持续下跌,反映出市场情绪低迷,终端需求尚未回暖。业内人士指出,退税取消的即时冲击、产品价格低迷以及终端观望情绪浓厚等多重因素叠加,使得市场对光伏企业第二季度的财务表现感到担忧。近期产业链价格的快速下跌非但未能刺激需求,反而加剧了市场的观望情绪。","market":"nz","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":"-2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01799"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623384367","title":"港股異動 | 光伏股全線走低 光伏出口退税即將全面取消 行業搶出口預期並未兑現","url":"https://stock-news.laohu8.com/highlight/detail?id=2623384367","media":"智通财经","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2623384367?lang=zh_tw&edition=fundamental","pubTime":"2026-03-30 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18:49","pubTimestamp":1774781389,"startTime":"0","endTime":"0","summary":"智通财经APP讯,新特能源(01799)发布截至2025年12月31日止年度业绩,营业总收入152.54亿元(人民币,下同),同比下降28.1%;归属于母公司所有者的净亏损12.05亿元,同比收窄69.1%;基本每股亏损0.8430元。期内收入同比减少,主要是由于报告期内集团结合经济性测算合理安排生产经营计划,对多晶硅业务进行控产控销,多晶硅销量大幅下降所致。归属于上市公司股东的净亏损同比收窄,主要是由于报告期内集团通过合理安排生产计划并实施精益管理及降本增效举措实现多晶硅业务减亏,同时参股的两个火电站实现投资收益所致。","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":"http://www.zhitongcaijing.com/content/detail/1421370.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":["BK1148","BK1554","BK1594","SG9999014674.SGD","01799"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622176260","title":"【券商聚焦】華泰證券:環境價值重估將沿三條主線展開 利好綠電運營商與高耗能龍頭綠電直連","url":"https://stock-news.laohu8.com/highlight/detail?id=2622176260","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622176260?lang=zh_tw&edition=fundamental","pubTime":"2026-03-25 08:59","pubTimestamp":1774400376,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示,随着2035年NDC 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09:21","pubTimestamp":1774228902,"startTime":"0","endTime":"0","summary":"金吾财讯 | 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