新特能源(01799)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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01799 新特能源

已收盘 12-23 16:08:09

7.350

-0.030

-0.41%

最高7.390	最低7.290	成交量120.36万
今开7.380	昨收7.380	日振幅1.36%
总市值105.11亿	流通市值27.65亿	总股本14.30亿
成交额882.45万	换手率0.32%	流通股本3.76亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）

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中信建投发研报指，太空光伏已从试验阶段迈入商业化加速期，相比地面光伏场景，既破解了间歇性瓶颈，又为太空算力、深空探测、偏远地区供电及军事应急等场景提供长效能源支撑。P型HJT电池在现有量产技术中抗辐射、轻量化优势最明显，2026年后渗透率预计将有所提升，并以执行低轨短期低成本低功率任务为主。钙钛矿及叠层电池有望凭借高比功率、抗辐射优势，在2028年后将逐步承担低轨星座及深空探测任务。关注材料、设备等环节布局领先的企业。","market":"us","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":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1972055","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1589","SG9999014674.SGD","06865","IE0034224299.USD","IE00BZ08YR35.GBP","BK1169","BK1594","LU2242644610.SGD","LU1785774172.SGD","LU0572944931.SGD","BK0276","LU1064131003.USD","IE00BZ08YT58.USD","BK1148","LU0509642566.USD","LU1064130708.USD","00968","IE00B031HY20.USD","BK1154","BK1509","01799","LU0269904917.USD","IE00BZ08YS42.EUR","IE0008368742.USD","LU0456827905.SGD","LU0051755006.USD","BK1500","03868","BK1554","LU0972618739.USD","BK1583","BK1144","LU0327786744.USD","LU1983299162.USD","LU0828238088.HKD","LU1655091616.SGD","IE0008369823.USD","BK1105","LU0455707207.USD","LU0502904849.HKD","LU2148510915.USD","00868","03606","601066"],"gpt_icon":0},{"id":"2593352284","title":"每日卖空追踪 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新特能源股价涨1.23%，报收7.38元，成交金额840.5万元，换手率0.30%，振幅1.78%，量比1.25。新特能源今日主力资金净流入4.8万元，上一交易日主力净流出0万元。该股近5个交易日上涨0.82%，主力资金累计净流入239.0万元，其中2个交易日为股价下跌时净流入；近20日主力资金累计净流出289.9万元，其中净流出天数为7日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222161553a6c084cc&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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.wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219163337a6b64423&s=b","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":"tencent","symbols":["BK1594","01799","SG9999014674.SGD","BK1148","BK1554"],"gpt_icon":0},{"id":"2592805153","title":"光伏太阳能向好 信义玻璃(00868)涨近3% 机构料今年全球新增光伏装机同增11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2592805153","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592805153?lang=zh_cn&edition=full","pubTime":"2025-12-19 14:10","pubTimestamp":1766124627,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光伏太阳能向好，山高新能源 涨3.16%，信义玻璃涨2.85%，信义能源涨2.65%，阳光能源涨2.50%，信义光能涨2.38%，福莱特玻璃涨1.75%，凯盛新能涨1.57%，协鑫科技涨0.92%，新特能源涨0.56%。中国光伏行业协会发布的数据显示，2025年前三季度，光伏主产业链环节31家企业营业收入同比下降16.9%，其中第三季度同比下降11.7%，环比下降约5%。该机构预计2025年全球新增光伏装机599GW，同增11%，预计2026年全球新增光伏装机588GW，同减2%，受国内装机有所回落所致。","market":"sg","thumbnail":"https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971895","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":["BK1610","00868","BK1594","BK0132","BK1154","LU2148510915.USD","00968","LU1064131003.USD","000591","IE00BZ08YT58.USD","LU1064130708.USD","BK1554","BK1148","LU1983299162.USD","00757","IE00BZ08YS42.EUR","06865","SG9999014674.SGD","BK0271","BK1500","01108","BK1589","BK0054","03868","01250","03800","BK1105","BK1169","01799","IE00BZ08YR35.GBP","BK1583"],"gpt_icon":0},{"id":"2592090889","title":"新特能源(01799)附属拟出售新疆风至新能源发电合伙企业79.92%财产份额 配合类 REITs 发行优化资产结构","url":"https://stock-news.laohu8.com/highlight/detail?id=2592090889","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592090889?lang=zh_cn&edition=full","pubTime":"2025-12-18 19:43","pubTimestamp":1766058210,"startTime":"0","endTime":"0","summary":"智通财经APP讯，新特能源 公布，为配合首期资产支持专项计划的设立，于2025年12月18日，合伙企业转让协议已订立，据此公司非全资附属公司内蒙古能源将合伙企业的79.92%财产份额转让予管理人。于本公告日期，特变电工类REITs已获得上交所无异议函。新疆新能源拟以其持有的两个新能源发电项目作为特变电工类REITs首批次发行的底层资产。","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/1383291.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1554","000941.SH","159875","BK1594","01799","399941","SG9999014674.SGD","BK1148","160640","CFA"],"gpt_icon":0},{"id":"1172816349","title":"新特能源 - 子公司将其在新疆风智新能源发电中的79.92%权益转让给国信证券资产管理","url":"https://stock-news.laohu8.com/highlight/detail?id=1172816349","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1172816349?lang=zh_cn&edition=full","pubTime":"2025-12-18 19:43","pubTimestamp":1766058189,"startTime":"0","endTime":"0","summary":"新特能源 - 子公司将其在新疆风智新能源发电中的79.92%权益转让给国信证券资产管理","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1554","BK1148","01799","SG9999014674.SGD","BK1594"],"gpt_icon":0},{"id":"2592990496","title":"智通港股解盘 | 中金公司(03908)复牌大金融抢先手 巨头上市AI再度活跃","url":"https://stock-news.laohu8.com/highlight/detail?id=2592990496","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592990496?lang=zh_cn&edition=full","pubTime":"2025-12-17 21:05","pubTimestamp":1765976737,"startTime":"0","endTime":"0","summary":"造成的结果是10年期美债收益率下挫超3基点。这些ETF很明显买入的品种就是保险类如中国太保、中国人寿均在3%以上。鸿特精密涨超7%。三花智控涨近4%。同程旅行2025年三季报营收和净利润均实现同比增长，其中核心OTA平台营收增长14.9%，归母净利润增长23.0%。公司三季报收入和经调整净利润均实现增长，分别同比增长10.4%和17%。公司是国内领先的一站式旅游服务平台，目前已成功跻身OTA行业前三，与两大股东腾讯、携程展开深度合作。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"48639f42c19f34ecfc3294a386c83af1","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1382781.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":["LU0359201885.HKD","03908","BK1147","03800","BK1164","LU1064131003.USD","00868","LU2148510915.USD","LU2460026573.USD","LU0315179316.USD","SGXZ90724238.SGD","LU1781817850.SGD","SG9999014674.SGD","159940","01799","LU0359201612.USD","LU0359202008.SGD","BK1615","LU0640798160.USD","BK1594","06865","BK1589","SG9999001093.SGD","BK1554","BK1604","BK1610","BK1501","601995","BK0276","BK1516","00780","LU1064130708.USD","LU1580142542.USD","SG9999002828.SGD","BK1169","SG9999001226.SGD","BK1105","LU2663582299.SGD","SG9999001051.SGD","LU0278937759.USD","LU1508157978.USD","BK1500","LU1115378108.SGD","BK1148","BK1564","LU1023057109.AUD"],"gpt_icon":0},{"id":"2592162997","title":"每日卖空追踪 | 新特能源 12月17日卖空量成交12.92万股，卖空比例为10.42%","url":"https://stock-news.laohu8.com/highlight/detail?id=2592162997","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592162997?lang=zh_cn&edition=full","pubTime":"2025-12-17 16:30","pubTimestamp":1765960224,"startTime":"0","endTime":"0","summary":"新特能源北京时间12月17日，涨2.38%，卖空量成交12.92万股，较上一交易日减少5.28%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217163345a6ad24b2&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217163345a6ad24b2&s=b","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":"tencent","symbols":["01799","BK1148","BK1594","BK1554","SG9999014674.SGD"],"gpt_icon":0},{"id":"2592175997","title":"新特能源12月17日获主力加仓125.4万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2592175997","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592175997?lang=zh_cn&edition=full","pubTime":"2025-12-17 16:15","pubTimestamp":1765959333,"startTime":"0","endTime":"0","summary":"12月17日, 新特能源股价涨2.38%，报收7.32元，成交金额900.4万元，换手率0.33%，振幅4.06%，量比0.84。新特能源今日主力资金净流入125.4万元，上一交易日主力净流入32.4万元。该股近5个交易日上涨1.25%，主力资金累计净流入168.4万元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流出706.6万元，其中净流出天数为9日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217161756a455ff0d&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217161756a455ff0d&s=b","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":"tencent","symbols":["01799","SG9999014674.SGD","BK1554","BK1594","BK1148"],"gpt_icon":0},{"id":"2591745626","title":"港股异动 | 光伏股再度走弱 光伏协会确认收储平台成立 光伏玻璃价格仍然承压","url":"https://stock-news.laohu8.com/highlight/detail?id=2591745626","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591745626?lang=zh_cn&edition=full","pubTime":"2025-12-16 10:48","pubTimestamp":1765853321,"startTime":"0","endTime":"0","summary":"消息面上，光伏协会确认了“光和谦成”公司为产能收储平台。此外有传言称，后续各大光伏企业将持续注资约300亿元开启产能收储工作。当前天然气陆续开始执行冬气价，成本有所上涨，而光伏玻璃价格继续下行，行业亏损程度不断加大。整体来看，由于下游订单明显不足，行业供需差较大，短期光伏玻璃价格仍有下行压力。","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/1381957.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":["LU1983299162.USD","BK1594","SG9999014674.SGD","BK1589","BK1169","LU2242644610.SGD","BK1554","01799","06865","LU0455707207.USD","LU0502904849.HKD","LU0972618739.USD","LU1655091616.SGD","LU1785774172.SGD","LU0572944931.SGD","03606","BK1144","00968","BK1509","IE00BZ08YR35.GBP","IE00BZ08YS42.EUR","BK1148","IE0008369823.USD","LU0327786744.USD","BK1583","IE0034224299.USD","IE00B031HY20.USD","IE0008368742.USD","LU0509642566.USD","LU0269904917.USD","LU0828238088.HKD","IE00BZ08YT58.USD","LU0051755006.USD","LU0456827905.SGD"],"gpt_icon":0},{"id":"2591659142","title":"硅料五巨头联合投资30亿成立新公司，光伏行业打响“反内卷”关键一役","url":"https://stock-news.laohu8.com/highlight/detail?id=2591659142","media":"千涂在线","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591659142?lang=zh_cn&edition=full","pubTime":"2025-12-13 10:45","pubTimestamp":1765593921,"startTime":"0","endTime":"0","summary":"01 联合落子：五巨头联手成立新公司北京光和谦成科技有限责任公司的成立，是光伏行业头部企业罕见的大规模联合行动。这艘由五巨头联手打造的“反内卷”旗舰，正驶向一片充满希望但也暗流汹涌的新海域。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213112934a4461956&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213112934a4461956&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1554","BK1594","BK1148","SG9999014674.SGD","01799"],"gpt_icon":0},{"id":"2590578866","title":"光伏太阳能股普涨 新特能源(01799)涨3.81% 光伏“OPEC”成立 据报产能规划保留不超过150万吨","url":"https://stock-news.laohu8.com/highlight/detail?id=2590578866","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590578866?lang=zh_cn&edition=full","pubTime":"2025-12-12 14:18","pubTimestamp":1765520327,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光伏太阳能股普涨，截至发稿，新特能源(01799)涨3.81%，信义能源(03868)涨3.57%，信义玻璃(00868)涨2.83%，福莱特玻璃(06865)涨2.81%，山高新能源(01250)涨2.48%，协鑫科技(03800)涨1.90%。据外媒报道，由多家硅料龙头企业联合投资设立的北京光和谦成科技有限责任公司近日正式登记成立。据证券时报报道，记者从业内知情人士处获悉，未来，相关企业规划保留的硅料产能不会超过150万吨。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/NDQ1MWJhN2NhODAzMzgwYTAyY2UxMDMzODA5NjE3NDc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NDQ1MWJhN2NhODAzMzgwYTAyY2UxMDMzODA5NjE3NDc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971473","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["000591","BK1154","BK1148","BZmain","BK1610","BK4588","USO","BK1594","BK1583","SG9999014674.SGD","03800","BK1589","00868","06865","03868","01250","BK0271","LU1064131003.USD","LU2148510915.USD","BK1169","01799","DWT","SCO","QMmain","BK1554","BK1500","BK0054","BK0132","DUG","BK1105","BK4570","DDG","UCO","LU1064130708.USD","BK4585","CLmain"],"gpt_icon":0},{"id":"2590520848","title":"港股异动 | 新特能源(01799)午后涨超5% 硅料整合收购平台落地 据报产能规划保留不超过150万吨","url":"https://stock-news.laohu8.com/highlight/detail?id=2590520848","media":"智通财经","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590520848?lang=zh_cn&edition=full","pubTime":"2025-12-12 13:48","pubTimestamp":1765518523,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，新特能源(01799)午后涨超5%，截至发稿，涨3.81%，报7.36港元，成交额878.92万港元。消息面上，12月9日，有消息称，业内酝酿已久的多晶硅产能整合收购平台正式成立，公司名称为北京光和谦成科技有限责任公司。据证券时报报道，记者从业内知情人士处获悉，未来，相关企业规划保留的硅料产能不会超过150万吨。另外，光和谦成公司目前注册资本为30亿元，持股比例靠前的股东包括通威、协鑫、东方希望、大全能源、新特能源等。该知情人士介绍，光和谦成公司未来会进行增资，届时各股东持股份额仍会有变动，而且，光和谦成公司股权份额将可以在股东内部自由流动。","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/1380791.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1594","BK1554","BK1148","01799","SG9999014674.SGD"],"gpt_icon":0},{"id":"2591820946","title":"光伏“小作文”，不顶用了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2591820946","media":"松果投研","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591820946?lang=zh_cn&edition=full","pubTime":"2025-12-12 09:42","pubTimestamp":1765503742,"startTime":"0","endTime":"0","summary":"两天前，光伏再次出现“小作文”。不过当下小作文的影响力显然降低了。一场等待落地的合作关于硅料收储平台，行业已经写了大半年“小作文”。资产负债表才是风向标如果把2024–2025年这一轮光伏调整切成几个阶段，小作文扮演的角色其实非常鲜明。从这一天起，市场对后续“小作文”的信用开始系统性打折。这也是为什么，光伏“反内卷”声势浩大，但没有像钢铁、煤炭一样对产能的调整也声势浩大。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251212094651a69aad4f&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251212094651a69aad4f&s=b","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":"tencent","symbols":["BK1554","BK1594","BK1148","SG9999014674.SGD","01799"],"gpt_icon":0},{"id":"2590545588","title":"通威协鑫等十家光伏企业携手 30亿资本入局硅料收储自救","url":"https://stock-news.laohu8.com/highlight/detail?id=2590545588","media":"ITBEAR科技资讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590545588?lang=zh_cn&edition=full","pubTime":"2025-12-11 23:26","pubTimestamp":1765466802,"startTime":"0","endTime":"0","summary":"天眼查数据显示，光和谦成的股东阵容堪称豪华，涵盖多家多晶硅行业头部企业。以通威股份为例，作为行业龙头企业，其2025年上半年多晶硅销量达16.13万吨，全球市场占有率约30%，稳居行业榜首。硅料收储计划是光伏行业为应对供需失衡问题发起的一项自救行动。尽管大全、东方希望等企业复产带来部分增量，但通威、协鑫等头部企业的计划内减产或检修导致整体供应明显收缩，月度净减量约2.2万吨。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211235113979d1b7f&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211235113979d1b7f&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1594","01799","SG9999014674.SGD","BK1554","03800","BK1148"],"gpt_icon":0},{"id":"2590372515","title":"Mysteel解读：多晶硅产能整合平台落地 光伏行业从规模驱动转向质量驱动","url":"https://stock-news.laohu8.com/highlight/detail?id=2590372515","media":"我的钢铁网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590372515?lang=zh_cn&edition=full","pubTime":"2025-12-11 17:11","pubTimestamp":1765444309,"startTime":"0","endTime":"0","summary":"据Mysteel测算，如平台运作后国内多晶硅前五大厂商市占率将从66%升至79%左右，这种集中化将增强价格协同能力。在阵痛调整中迈向发展新阶段北京光和谦成的正式落地，不仅是多晶硅行业应对产能供需错配的应急之策，也是中国光伏产业链从规模驱动转向质量驱动的战略里程碑。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211171701979c7d6e&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211171701979c7d6e&s=b","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":"tencent","symbols":["BK1169","BK1554","BK1594","03800","01799","SG9999014674.SGD","BK1610"],"gpt_icon":0},{"id":"2590545530","title":"每日卖空追踪 | 新特能源 12月11日卖空量成交7.52万股，卖空比例为3.77%","url":"https://stock-news.laohu8.com/highlight/detail?id=2590545530","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590545530?lang=zh_cn&edition=full","pubTime":"2025-12-11 16:30","pubTimestamp":1765441823,"startTime":"0","endTime":"0","summary":"新特能源北京时间12月11日，跌1.66%，卖空量成交7.52万股，较上一交易日减少64.66%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211163404a699146c&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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