光伏千亿市值企业就剩一家了

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界面新闻记者｜马悦然光伏龙头隆基绿能(601012.SH)市值跌破千亿，光伏千亿市值企业仅剩阳光电源(300274.SZ)一家。6月以来，隆基绿能股价总体呈现下跌走势。7月8日，隆基绿能开盘走低，截至午间收盘，该股下跌2.96%，报13.11元/股，总市值约993.48亿元，为四年多以来股价新低。2021年11月1日，隆基绿能最高收盘市值达到5424亿元。相较之下目前已蒸发超80%。隆基绿能市值...

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GW以上。近两年来，光伏晶硅产业链价格低迷，相关企业利润大幅受损，隆基绿能也不例外。去年其净利润107.51亿元，同比下滑27.41%，资产减值损失70.25亿元。今年一季度行业淡季，隆基绿能亏损23.5亿元，资产减值损失28.14亿元。去年四季度和今年一季度，该公司共亏损约33亿元。近半年来，隆基绿能多次陷入裁员和产线关停舆情。该公司6月7日公告回应了多项争议问题，包括对产线关停、融资等事项的解释。隆基绿能近年来专注BC技术的研发应用。该公司认为，未来五年，BC类电池会是晶硅电池的绝对主流。BC属于N型电池技术路线之一，另外的路线主要包括TOPCon、异质结(HJT)等。今年5月，隆基绿能发布基于高效HPBC 2.0电池技术的Hi-MO 9组件新品，其最高功率660 W，转换效率高达24.43%。6月上海SNEC光伏展期间，隆基绿能副总裁佘海峰在接受界面新闻等媒体采访时表示，首次发布以来，Hi-MO9组件市场认可度超过预期，在手订单量接近1GW、储备订单量超5GW，约七成储备订单来自欧洲市场。截至2023年末，隆基绿能自有硅片产能达到170 GW，电池产能达到80 GW，组件产能达到120 GW。未来三年，隆基绿能计划BC电池产能将达到100 GW。隆基绿能预计，2024年公司BC组件产品出货量约30 GW。同期，实现硅片出货量目标135 GW，电池加组件出货量目标90-100 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