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03800 协鑫科技
午间休市 05-22 12:05:00
0.800
+0.000
0.00%
最高
0.820
最低
0.800
成交量
8,440万
今开
0.810
昨收
0.800
日振幅
2.50%
总市值
265.73亿
流通市值
265.73亿
总股本
332.16亿
成交额
6,827万
换手率
0.25%
流通股本
332.16亿
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
--
分时
五日
日K
周K
月K
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)
资讯
新帖
简况
光伏行业“寒冬”之下,“硅王”朱共山再谋变
21世纪经济报道 · 05-21 19:24
光伏行业“寒冬”之下,“硅王”朱共山再谋变
异动解读|协鑫科技盘中下跌5.81%,战略转型公告后市场持续承压
行情直击 · 05-21 14:32
异动解读|协鑫科技盘中下跌5.81%,战略转型公告后市场持续承压
交银国际:维持协鑫科技(03800)“买入”评级 目标价维持1.19港元
智通财经 · 05-20 15:26
交银国际:维持协鑫科技(03800)“买入”评级 目标价维持1.19港元
小摩:可再生能源H股偏好金风科技(02208)、协鑫科技(03800)及中广核电力(01816)
智通财经 · 05-19 13:39
小摩:可再生能源H股偏好金风科技(02208)、协鑫科技(03800)及中广核电力(01816)
【券商聚焦】交银国际维持协鑫科技(03800)买入评级 看好其转型为新能源材料平台公司
金吾财讯 · 05-19
【券商聚焦】交银国际维持协鑫科技(03800)买入评级 看好其转型为新能源材料平台公司
协鑫科技启动全面战略转型 从“颗粒硅单项冠军”向“全球化多产品新能源材料平台”进军
证券日报 · 05-18
协鑫科技启动全面战略转型 从“颗粒硅单项冠军”向“全球化多产品新能源材料平台”进军
协鑫科技切入储能材料赛道,20万吨磷酸铁锂项目进入生产调试阶段
第一财经 · 05-18
协鑫科技切入储能材料赛道,20万吨磷酸铁锂项目进入生产调试阶段
协鑫科技(03800)拟实施全面深度的战略转型升级 向“全球化多产品新能源材料平台”实现跨越式转型
智通财经 · 05-17
协鑫科技(03800)拟实施全面深度的战略转型升级 向“全球化多产品新能源材料平台”实现跨越式转型
协鑫科技(03800)完成发行于2027年到期的1.48亿美元6.95%有担保可换股债券
智通财经 · 05-07
协鑫科技(03800)完成发行于2027年到期的1.48亿美元6.95%有担保可换股债券
港股异动|光伏太阳能股延续强势,钧达股份大涨12%,福莱特玻璃涨超9%
老虎资讯综合 · 05-07
港股异动|光伏太阳能股延续强势,钧达股份大涨12%,福莱特玻璃涨超9%
光伏太阳能股普涨 钧达股份(02865)涨9.86%、福莱特玻璃(06865)涨6.72%
金吾财讯 · 05-07
光伏太阳能股普涨 钧达股份(02865)涨9.86%、福莱特玻璃(06865)涨6.72%
【券商聚焦】华泰证券:光伏产业链仍处于深度调整期 1Q26多数企业仍处于亏损状态
金吾财讯 · 05-07
【券商聚焦】华泰证券:光伏产业链仍处于深度调整期 1Q26多数企业仍处于亏损状态
协鑫科技4月无新增发行或股份变动
公告速递 · 05-05
协鑫科技4月无新增发行或股份变动
【券商聚焦】中原证券:光伏产业已处寒冬 建议关注储能逆变器领域
金吾财讯 · 05-05
【券商聚焦】中原证券:光伏产业已处寒冬 建议关注储能逆变器领域
电力设备股多股扬升 潍柴动力(02338)领涨12.01%
金吾财讯 · 05-04
电力设备股多股扬升 潍柴动力(02338)领涨12.01%
协鑫科技拟发行1.48亿美元6.95%担保可转换债券 2027年到期
美股速递 · 04-30
协鑫科技拟发行1.48亿美元6.95%担保可转换债券 2027年到期
协鑫科技(03800)附属拟发行1.48亿美元的可换股债券 年利率6.95%
智通财经 · 04-29
协鑫科技(03800)附属拟发行1.48亿美元的可换股债券 年利率6.95%
协鑫科技2025年收入144.25亿元,毛利转正亏损收窄,多晶硅业务表现突出
公告速递 · 04-29
协鑫科技2025年收入144.25亿元,毛利转正亏损收窄,多晶硅业务表现突出
协鑫科技授予董事股份购回授权,规模达已发行股本一成
公告速递 · 04-29
协鑫科技授予董事股份购回授权,规模达已发行股本一成
财报解读|多家硅料企业2025年业绩减亏,行业供需矛盾何时能解
第一财经 · 04-22
财报解读|多家硅料企业2025年业绩减亏,行业供需矛盾何时能解
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公司概况
公司名称:
协鑫科技
所属市场:
SEHK
上市日期:
--
主营业务:
协鑫科技控股有限公司(原名:保利协鑫能源控股有限公司) 是一家主要从事光伏材料制造和销售的投资控股公司。公司通过三个部门运营业务。光伏业务分部主要从事为于光伏行业营运的公司制造及销售多晶硅及硅片产品。新能源业务分部从事主要从事发展、兴建、营运及管理光伏电站。光伏电站业务分部从事管理及营运光伏电站。
发行价格:
--
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15:26","pubTimestamp":1779261997,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,交银国际发布研报称,协鑫科技磷酸铁锂、硅碳负极等锂电材料均具有显着竞争优势,看好公司转型为新能源材料平台公司,摆脱对光伏单一行业的依赖,其中磷酸铁锂有望快速贡献盈利,成为新增长点,维持1.19港元目标价和“买入”评级。目前主流的磷酸铁锂制备工艺为磷酸铁固相法,2025年产量占比约83%,铁红法仅占5%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1443898.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":["03800","EWH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636876008","title":"小摩:可再生能源H股偏好金风科技(02208)、协鑫科技(03800)及中广核电力(01816)","url":"https://stock-news.laohu8.com/highlight/detail?id=2636876008","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636876008?lang=zh_cn&edition=full","pubTime":"2026-05-19 13:39","pubTimestamp":1779169158,"startTime":"0","endTime":"0","summary":"在上游风电领域,该行继续偏好风机出口及海上风电主题,维持对金风科技 H股及东方电缆的“增持”评级。基于强劲的储能系统需求及AIDC储能主题,该行看好阳光电源及德业。该行对太阳能制造商仍具选择性,偏好具成本领导地位及具吸引力估值的业者,因此看好协鑫科技及大全新能源。在可再生能源发电商方面,该行偏好中广核电力 及长江电力。负面方面,该行因行业下行周期及估值因素,对隆基 、通威、迈为及捷佳伟创给予减持评级。","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/1443328.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":["JPMO","BK0259","002202","LU0251132253.USD","IE00B775SV38.USD","BK4516","IE00BDCRKT87.USD","IE00BLSP4239.USD","LU0417517546.SGD","LU2242649171.HKD","LU0449509016.USD","JPX","LU0683600562.USD","LU2023250330.USD","LU2237443465.HKD","LU0823040885.USD","BK1558","LU0323591593.USD","LU0238689110.USD","LU1551013342.USD","01798","LU2211815571.USD","LU1894683264.USD","BK0188","IE0034235303.USD","IE00B1XK9C88.USD","LU0868494617.USD","LU2462157665.USD","IE00BHPRN162.USD","01816","LU2456880835.USD","00916","LU0787776722.HKD","IE0034235188.USD","LU2552382058.USD","LU0203345920.USD","JPO","IE00BJTD4N35.SGD","SG9999002224.SGD","LU0345770308.USD","LU2552382132.HKD","LU1914381329.SGD","BK0136","LU2237443622.USD","LU1267930490.SGD","LU0048584097.USD","BK4504","LU2237443382.USD","03800","02208"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636848928","title":"【券商聚焦】交银国际维持协鑫科技(03800)买入评级 看好其转型为新能源材料平台公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2636848928","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636848928?lang=zh_cn&edition=full","pubTime":"2026-05-19 12:24","pubTimestamp":1779164665,"startTime":"0","endTime":"0","summary":"该机构认为公司磷酸铁锂、硅碳负极等锂电材料均具有显着竞争优势,看好公司转型为新能源材料平台公司,摆脱对光伏单一行业的依赖,其中磷酸铁锂有望快速贡献盈利,成为新增长点,维持1.19港元目标价和买入评级。","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":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981741","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":["000941.SH","399941","159875","160640","03800"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636291079","title":"协鑫科技启动全面战略转型 从“颗粒硅单项冠军”向“全球化多产品新能源材料平台”进军","url":"https://stock-news.laohu8.com/highlight/detail?id=2636291079","media":"证券日报","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636291079?lang=zh_cn&edition=full","pubTime":"2026-05-18 21:16","pubTimestamp":1779110160,"startTime":"0","endTime":"0","summary":"5月17日,协鑫科技控股有限公司(以下简称“协鑫科技”)发布公告,宣布启动全面、深度的战略转型升级。协鑫科技方面表示,此次战略转型是基于光伏行业深度调整与储能市场爆发式井喷所形成的“碰撞效应”,更是协鑫科技依托二十年产业深耕、技术积淀和长期主义的坚守,应对行业挑战、果断调整产业布局、抢抓战略性新兴产业风口的主动抉择。","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://finance.eastmoney.com/a/202605183740789841.html","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":"stock_eastmoney","symbols":["160640","399941","03800","SG9999014674.SGD","159875","BK1554","BK1594","BK1169","000941.SH","BK1610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636021827","title":"协鑫科技切入储能材料赛道,20万吨磷酸铁锂项目进入生产调试阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2636021827","media":"第一财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636021827?lang=zh_cn&edition=full","pubTime":"2026-05-18 17:38","pubTimestamp":1779097090,"startTime":"0","endTime":"0","summary":"光伏产业上游硅料环节的供需失衡矛盾仍未得到根本性改善。在此背景下,记者注意到,市值近300亿元的硅料企业协鑫科技(03800.HK)最新宣布启动全面战略转型升级。据公告表述,此次战略转型的核心目标为从“全球颗粒硅单项冠军”,到要做“全球化多产品新能源材料平台”。“战略转型是公司主动应对行业寒冬、抢抓储能爆发机遇的战略抉择。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605183740563929.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/202605183740563929.html","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":"stock_eastmoney","symbols":["SG9999014674.SGD","BK1610","BK1169","BK1594","BK1554","03800"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636209400","title":"协鑫科技(03800)拟实施全面深度的战略转型升级 向“全球化多产品新能源材料平台”实现跨越式转型","url":"https://stock-news.laohu8.com/highlight/detail?id=2636209400","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636209400?lang=zh_cn&edition=full","pubTime":"2026-05-17 18:57","pubTimestamp":1779015452,"startTime":"0","endTime":"0","summary":"战略核心目标为:从“颗粒硅单项冠军”向“全球化多产品新能源材料平台”实现跨越式转型。公司确立以“硅、锂、碳”为核心,延伸至新能源前沿材料的多元产品矩阵,实施“一体两翼”与国际化产业扩张战略,致力于打造覆盖上游资源整合、先进材料制造、行业标准制定及前瞻科技闭环的高价值产业链,以全球领先的新能源材料解决方案,赋能下游客户实现技术迭代与绿色转型。","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/1442635.html","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":"stock_zhitongcaijing","symbols":["BK1594","000941.SH","BK1554","BK1169","03800","160640","159875","SG9999014674.SGD","399941","BK1610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633143895","title":"协鑫科技(03800)完成发行于2027年到期的1.48亿美元6.95%有担保可换股债券","url":"https://stock-news.laohu8.com/highlight/detail?id=2633143895","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633143895?lang=zh_cn&edition=full","pubTime":"2026-05-07 18:50","pubTimestamp":1778151003,"startTime":"0","endTime":"0","summary":"智通财经APP讯,协鑫科技(03800)发布公告,协议项下的所有先决条件均已达成,本金总额为1.48亿美元的根据一般授权发行2027年到期的有担保可换股债券已于2026年5月7日完成发行。该等可换股债券于维也纳证券交易所营运的维也纳MTF的上市及允许买卖,已于2026年5月7日生效。","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/1439161.html","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":"stock_zhitongcaijing","symbols":["SG9999014674.SGD","BK1169","03800","BK1594","BK1554","BNDW","BK1610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1178135468","title":"港股异动|光伏太阳能股延续强势,钧达股份大涨12%,福莱特玻璃涨超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1178135468","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1178135468?lang=zh_cn&edition=full","pubTime":"2026-05-07 11:15","pubTimestamp":1778123750,"startTime":"0","endTime":"0","summary":"协鑫科技涨近7%,信义光能涨超6%。","market":"hk","thumbnail":"https://community-static.tradeup.com/news/5e34f1da727e59cfc739eb839404885f","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/5e34f1da727e59cfc739eb839404885f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"8292d09c1c6336cbc7384186d4208925","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":["03800","02865","06865","01799","00968"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633160626","title":"光伏太阳能股普涨 钧达股份(02865)涨9.86%、福莱特玻璃(06865)涨6.72%","url":"https://stock-news.laohu8.com/highlight/detail?id=2633160626","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633160626?lang=zh_cn&edition=full","pubTime":"2026-05-07 10:26","pubTimestamp":1778120812,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光伏太阳能股延续涨势,截至发稿,钧达股份 涨9.86%,福莱特玻璃涨6.72%,协合新能源涨6.58%,协鑫科技涨5.75%,凯盛新能涨4.20%,蓝思科技涨3.95%,信义光能涨3.32%。华泰证券表示,需求增速下降+名义供给过剩背景下光伏产业链仍处于深度调整期,1Q26多数企业仍处于亏损状态。静待产业链供需关系再平衡后beta改善,贱金属降本领先的电池组件和浆料粉体公司有望率先迎来股价alpha。","market":"hk","thumbnail":"https://static.szfiu.com/news/20200908/YzIxOTk5NDIxODE3ODE=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20200908/YzIxOTk5NDIxODE3ODE=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"8292d09c1c6336cbc7384186d4208925","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1980775","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":["BK1554","IE00BZ08YR35.GBP","BK0132","BK1589","LU1983299162.USD","03800","06613","IE00BZ08YT58.USD","BK4588","BK4596","01108","BK1154","BK4585","BK1558","BK1169","00968","BK1594","ICLN","002865","BK1105","BK0271","CTEX","02865","BK1170","BK0264","BK1163","TAN","06865","000591","BK1610","BK0054","SG9999014674.SGD","RAYS","IE00BZ08YS42.EUR","00182"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633164209","title":"【券商聚焦】华泰证券:光伏产业链仍处于深度调整期 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华泰证券表示,需求增速下降+名义供给过剩背景下光伏产业链仍处于深度调整期,1Q26多数企业仍处于亏损状态。与此同时,在头部企业自律和市场化出清的共同作用下,1Q26该机构已经开始看到组件、电池、胶膜、银浆、热场等细分环节率先减亏/扭亏,该机构统计光伏产业链主流上市企业1Q26累计亏损103.3亿元,同比减亏9%/环比减亏57%;其中组件、电池、胶膜、银浆、焊带多数企业实现毛利率同比或环比修复。静待产业链供需关系再平衡后beta改善,贱金属降本领先的电池组件和浆料粉体公司有望率先迎来股价alpha。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1980755","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","BK1594","LU1979443071.USD","BK0183","LU0455707207.USD","LU1580142542.USD","03606","03868","LU2008162690.USD","LU2148510915.USD","LU0972618739.USD","BK0028","IE00BZ08YR35.GBP","159863","LU0531971595.HKD","LU0039217434.USD","601688","BK1554","01250","LU0051755006.USD","BK1148","BK1144","LU2177674079.SGD","03800","IE00BZ08YS42.EUR","00868","BK0188","BK1509","LU0572944931.SGD","SG9999014674.SGD","BK1500","00968","BK1583","LU1328615791.USD","01799","IE0008368742.USD","IE00BZ08YT58.USD","BK1169","BK1589","IE0008369823.USD","BK0276","06865","LU1064130708.USD","LU0828238088.HKD","LU1655091616.SGD","IE00B031HY20.USD","LU1064131003.USD","LU1785774172.SGD","LU0456827905.SGD","BK1105"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1109021939","title":"协鑫科技4月无新增发行或股份变动","url":"https://stock-news.laohu8.com/highlight/detail?id=1109021939","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1109021939?lang=zh_cn&edition=full","pubTime":"2026-05-05 16:15","pubTimestamp":1777968937,"startTime":"0","endTime":"0","summary":"协鑫科技于2026年5月5日发布的月报显示,截至2026年4月30日,公司已发行普通股数量维持在33,216,469,973股,与上月底持平,库藏股份为0股,注册股份总数维持50,000,000,000股,面值为每股0.1港元,法定注册股本总额为50,000,000,000股对应的50亿港元,报告期仅至2026年4月30日无任何新增发行、购回或注销等股份变动。月报显示,协鑫科技在股票期权、权证、可转换债券等方面均无更新或变动。公司股本截至本月末保持稳定。","market":"hk","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":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03800"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633960041","title":"【券商聚焦】中原证券:光伏产业已处寒冬 建议关注储能逆变器领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2633960041","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633960041?lang=zh_cn&edition=full","pubTime":"2026-05-05 09:07","pubTimestamp":1777943274,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中原证券研究认为,从各家上市公司披露的年报和一季报来看,光伏产业已处寒冬,连续业绩亏损和现金流压力倒逼企业从关注规模到关注盈利质量上来。后续产业出清的程度取决于反内卷政策执行力度。截至2026年4月30日,光伏产业指数(931151)PB(LF)估值2.71倍,处于历史52.37%估值分位。建议关注景气度较好的储能逆变器领域,技术方面关注钙钛矿电池/晶硅钙钛矿叠层电池/砷化镓电池领域头部企业以及产业周期角度关注各制造环节现金流良好、资金储备充裕的头部企业。风险提示:全球光伏装机增速放缓风险;国际贸易摩擦风险;阶段性供需错配,产能过剩,盈利能力下滑风险;政策落地不及预期风险。","market":"fut","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":"1980549","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":["BK1589","LU0509642566.USD","SG9999014674.SGD","LU0572944931.SGD","LU0269904917.USD","LU2008162690.USD","00868","01799","LU1983299162.USD","BK1583","IE00B031HY20.USD","LU1785774172.SGD","BK1154","IE0008368742.USD","IE00BZ08YS42.EUR","BK1500","BK1554","BK1105","BK1610","LU1064131003.USD","03800","LU0051755006.USD","LU0502904849.HKD","LU0327786744.USD","LU0972618739.USD","01250","159863","IE0034224299.USD","LU0828238088.HKD","BK1594","LU0456827905.SGD","03868","03606","IE00BZ08YR35.GBP","00968","BK0201","BK1169","LU2242644610.SGD","IE0008369823.USD","LU1655091616.SGD","BK1148","601375","LU1064130708.USD","LU0455707207.USD","06865","IE00BZ08YT58.USD","LU2177674079.SGD","LU2148510915.USD","BK0276","BK1509"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632398425","title":"电力设备股多股扬升 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