002459 晶澳科技
已收盘 11-19 15:00:00
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简况
浦银安盛蒋佳良高位持有晶澳科技被质疑,新手孙晨进发新品恐“遇冷”
市场投研资讯 · 11-15
浦银安盛蒋佳良高位持有晶澳科技被质疑,新手孙晨进发新品恐“遇冷”
A股光伏概念股震荡走高,爱旭股份3连板,先导智能、帝科股份、赛伍技术、天合光能、晶澳科技等跟涨。
美港电讯 · 11-12
A股光伏概念股震荡走高,爱旭股份3连板,先导智能、帝科股份、赛伍技术、天合光能、晶澳科技等跟涨。
A股光伏概念震荡反弹,爱旭股份2连板,海优新材、赛伍技术、帝科股份、隆基绿能、晶澳科技等跟涨。
美港电讯 · 11-11
A股光伏概念震荡反弹,爱旭股份2连板,海优新材、赛伍技术、帝科股份、隆基绿能、晶澳科技等跟涨。
中银证券:给予晶澳科技买入评级
证券之星 · 11-10
中银证券:给予晶澳科技买入评级
光伏巨头公告:资产置换获取美上市公司股份!
中国经营报 · 11-08
光伏巨头公告:资产置换获取美上市公司股份!
特朗普宣布胜选,对赴美建厂的中国光伏企业影响几何
第一财经 · 11-06
特朗普宣布胜选,对赴美建厂的中国光伏企业影响几何
摩根士丹利:对中国太阳能供应链更为积极,上调隆基绿能等至超配
金十财经 · 11-04
摩根士丹利:对中国太阳能供应链更为积极,上调隆基绿能等至超配
【机构调研记录】泉果基金调研晶澳科技、国网信通等5只个股(附名单)
证券之星 · 11-04
【机构调研记录】泉果基金调研晶澳科技、国网信通等5只个股(附名单)
民生证券:给予晶澳科技买入评级
证券之星 · 11-01
民生证券:给予晶澳科技买入评级
三季度业绩超预期,这几家光伏股连日涨停
界面 · 11-01
三季度业绩超预期,这几家光伏股连日涨停
东吴证券:给予晶澳科技买入评级
证券之星 · 11-01
东吴证券:给予晶澳科技买入评级
光伏一线大厂的业绩分化与博弈:第三季度仅2家盈利,集体涨价下行业迎转折?
时代周报 · 11-01
光伏一线大厂的业绩分化与博弈:第三季度仅2家盈利,集体涨价下行业迎转折?
晶澳科技:10月31日召开业绩说明会,摩根大通、景顺长城基金等多家机构参与
证券之星 · 11-01
晶澳科技:10月31日召开业绩说明会,摩根大通、景顺长城基金等多家机构参与
头部光伏公司第三季度减亏,行业触底后开始减产保价
第一财经 · 10-31
头部光伏公司第三季度减亏,行业触底后开始减产保价
光伏行业三季报盘点:哪些企业先于行业“复苏”?五家组件厂Q3盈利 硅料环节亏损环比收窄
媒体滚动 · 10-31
光伏行业三季报盘点:哪些企业先于行业“复苏”?五家组件厂Q3盈利 硅料环节亏损环比收窄
光伏三季报披露收官,四大组件龙头谁在领跑
新京报 · 10-31
光伏三季报披露收官,四大组件龙头谁在领跑
头部企业扎堆“爆完业绩”后,光伏板块迎来收涨
第一财经 · 10-31
头部企业扎堆“爆完业绩”后,光伏板块迎来收涨
10月31日晶澳科技涨10.02%,广发高端制造股票A基金重仓该股
证券之星 · 10-31
10月31日晶澳科技涨10.02%,广发高端制造股票A基金重仓该股
晶澳科技涨10.02%,民生证券一个月前给出“买入”评级
证券之星 · 10-31
晶澳科技涨10.02%,民生证券一个月前给出“买入”评级
更新版 1-中港股市:沪综指收高月线则录下跌、恒指收挫,10月官方制造业PMI超预期
Reuters · 10-31
更新版 1-中港股市:沪综指收高月线则录下跌、恒指收挫,10月官方制造业PMI超预期
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公司概况
公司名称:
晶澳太阳能科技股份有限公司
所属行业:
电气机械和器材制造业
上市日期:
2010-08-10
主营业务:
晶澳太阳能科技股份有限公司主营业务为太阳能硅片、电池及组件的研发、生产和销售,以及太阳能光伏电站的开发、建设、运营等业务,以及光伏材料与设备的研发、生产和销售等。公司的主要产品有硅棒硅片、太阳能电池、太阳能组件、光伏电站等。作为全球光伏行业的龙头企业之一,公司持续推进生产自动化、智能化,通过工艺技术进步和生产布局优化等来保障产品品质。公司单晶及多晶太阳能电池的转换效率和组件输出功率在全球光伏产品制造领域保持着领先的水平,产品品质也得到了全球市场的广泛认可,成为光伏行业的标杆。
发行价格:
22.46
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19:20","pubTimestamp":1731064842,"startTime":"0","endTime":"0","summary":"根据公告,天合光能通过本次交易将获得1亿美元现金、面值为1.5亿美元的优先票据以及FREYR普通股0.46亿股。相关数据显示,截至2024年上半年,FREYR的资产总额为6.44亿美元,负债总额0.82亿美元。2024年上半年,天合光能实现全球光伏组件出货34GW,位居全球光伏组件出货量榜单第三。天合光能此次通过出售资产获取股份的方式,能否稳住甚至增强其在美国光伏市场的竞争优势,有待进一步观察。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241108194251abadd347&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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08:03","pubTimestamp":1730678612,"startTime":"0","endTime":"0","summary":"证券之星消息,根据市场公开信息及11月1日披露的机构调研信息,泉果基金近期对5家上市公司进行了调研,相关名单如下:1)晶澳科技 个股亮点:作为光伏一体化龙头,进一步完善产业链,除了硅片产能外,投资100亿元加码电池与组件项目。;公司推出的智慧输送皮带一体化解决方案,通过灵雀智能巡检机器人+工业智眼智能实时视频监测+振温监测+纵撕监测的组合。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024110400001540.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":"stockstar","symbols":["BK0077","BK0028","600131","BK0231","BK0224","BK0010","002459","LU2328871848.SGD","BK0139","BK0056","LU1969619763.USD"],"gpt_icon":0},{"id":"2480161884","title":"民生证券:给予晶澳科技买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2480161884","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2480161884?lang=zh_cn&edition=full","pubTime":"2024-11-01 22:06","pubTimestamp":1730469997,"startTime":"0","endTime":"0","summary":"民生证券股份有限公司邓永康,王一如,林誉韬,朱碧野近期对晶澳科技进行研究并发布了研究报告《2024年三季报点评:Q3业绩超预期,现金流持续改善》,本报告对晶澳科技给出买入评级,当前股价为18.15元。最新盈利预测明细如下:该股最近90天内共有16家机构给出评级,买入评级11家,增持评级5家;过去90天内机构目标均价为11.96。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024110100048408.shtml","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":"stockstar","symbols":["161027","002459"],"gpt_icon":1},{"id":"2480907772","title":"三季度业绩超预期,这几家光伏股连日涨停","url":"https://stock-news.laohu8.com/highlight/detail?id=2480907772","media":"界面","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2480907772?lang=zh_cn&edition=full","pubTime":"2024-11-01 17:52","pubTimestamp":1730454752,"startTime":"0","endTime":"0","summary":"其中,三季度净利润亏损0.82亿元,虽然仍同比下降110.46%,但亏损额环比减少了91.47%,大幅收窄。公布财报后,晶澳科技于10月31日涨停。晶科能源三季度业绩环比下滑近四成,但依旧维持着前三季度盈利的状态。前三季度,阿特斯净利润19.55亿元,同比下降31.17%。其中,三季度出货8.4 GW,环比增长2.4%。近五个交易日,阿特斯累计下跌8.79%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241101175531ab919984&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:56","pubTimestamp":1730451411,"startTime":"0","endTime":"0","summary":"去年四季度至今年一季度,组件价格剧烈下跌,公司存货减值较大影响了业绩表现。对比二季度28.93亿元的归母净利润亏损,隆基绿能三季报披露的12.61亿元归母净利润亏损,环比大幅减亏,明年业绩拐点可期。公告显示,天合光能2024年第三季度计提资产减值7.43亿元。晶澳科技透露了第三季度盈利大幅改善的原因。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241101165709a207d593&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:58","pubTimestamp":1730433516,"startTime":"0","endTime":"0","summary":"证券之星消息,2024年11月1日晶澳科技发布公告称公司于2024年10月31日召开业绩说明会,摩根大通、景顺长城基金、招商基金、泉果基金、东兴基金、平安基金、长江证券、东吴证券、中信建投证券、兴业证券、财通证券、摩根士丹利、中银证券、国泰君安、国联证券、兰馨亚洲、英大基金、易方达基金、诺安基金、麦格理资本、广发基金、鹏华基金参与。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024110100019581.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":"stockstar","symbols":["LU1969619763.USD","BK0077","BK0028","002459","LU2328871848.SGD","BK0139","BK0224"],"gpt_icon":0},{"id":"2479403038","title":"头部光伏公司第三季度减亏,行业触底后开始减产保价","url":"https://stock-news.laohu8.com/highlight/detail?id=2479403038","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2479403038?lang=zh_cn&edition=full","pubTime":"2024-10-31 23:35","pubTimestamp":1730388900,"startTime":"0","endTime":"0","summary":"通威、隆基第三季度减亏这是光伏行业的第四次洗牌,产能出清与价格下跌的剧烈程度,令从业者与投资人始料未及。隆基绿能在今年8月底适度上调了硅片价格,目的在于推动行业尽早结束低价竞争的无序状态。而天合光能在上半年盈利的情况下,第三季度亏损13.73亿元。前三季度,晶科能源计提的存货跌价损失、固定资产减值损失、合同资产减值损失达7.04亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2024-10-31/doc-incunpix9401023.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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硅料环节亏损环比收窄","url":"https://stock-news.laohu8.com/highlight/detail?id=2479383790","media":"媒体滚动","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2479383790?lang=zh_cn&edition=full","pubTime":"2024-10-31 21:32","pubTimestamp":1730381520,"startTime":"0","endTime":"0","summary":"财联社10月31日讯 三季度财报披露接近尾声,受产业链价格大幅下滑影响,光伏板块上市公司业绩普遍承压,晶硅主产业链亏损程度严重,部分环节陷入“多卖多亏”的境地。 经过二季度的“寒冬”之后,光伏行业目前仍未完成产能出清,但已在周期底部,已有组件企业开始业绩回暖。 与此同时,前三季度组件出货排名亦初步揭晓。业内分析认为,在市场淡季、需求低迷和价格内卷的极端行情中,市场订单正逐渐向少数优质企业集聚。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2024-10-31/doc-incunhzu7104109.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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19:15","pubTimestamp":1730373311,"startTime":"0","endTime":"0","summary":"光伏三季报披露已基本收官,10月31日作为公布财报后的A股首个交易日,四大组件龙头晶科能源、天合光能、隆基绿能、晶澳科技表现各不相同。公司披露前三季度组件海外出货量占比约52.40%。公司在三季报中首次具体披露了其BC组件销量数据,为13.77GW,占比达到近27%。此外天合光能同日公告,公司第三季度计提各类信用及资产减值准备共计7.43亿元。国金证券研报提出,三季度因光伏组件价格持续下降,天合光能销售毛利率环比下降3个百分点至9.48%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241031191945a20167cc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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