三季度业绩超预期，这几家光伏股连日涨停

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界面新闻记者｜马悦然亏损仍是光伏行业主旋律，但仍有企业三季度业绩盈利并超市场预期。11月1日，光伏板块上市公司股价分化。界面新闻记者注意到，协鑫集成(002506.SZ)、双良节能(600481.SH)两家公司再次涨停。前者实现两连板；后者自10月25日起已经六连板，多次发布股价异动公告。这两家公司三季度表现都超过市场预期。10月30日，双良节能发布三季报，其前三季度营业收入为103.47亿元，...

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GW集采的大规模订单。此外，据界面新闻统计，三季度实现盈利的企业还包括晶澳科技(002459.SZ)、晶科能源(688223.SH)、阿特斯(688472.SH)、横店东磁(002056.SZ)、石英股份（603688.SH）等。组件龙头中，晶澳科技三季度盈利近4亿元，环比扭亏为盈。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。在组件企业中，阿特斯前三季度净利总额位列首位，这主要得益于其“放弃”低利润订单、发力储能的策略。前三季度，阿特斯净利润19.55亿元，同比下降31.17%。其中，三季度净利润7.16亿元，同比下滑21.99%，环比增长8.34%。1-9月，阿特斯实现光伏组件出货22.9 GW，较去年同期小幅增长。其中，三季度出货8.4 GW，环比增长2.4%。该公司称，销售策略上依旧坚持“利润第一性”原则，确保组件业务的盈利性，向北美高价市场的出货继续提升，第三季度出货占比超30%。储能业务方面，1-9月，阿特斯大型储能产品出货达4.4 GWh，其中三季度出货达1.8 GWh，出货量和单位净利润均创单季历史新高。“储能板块净利润环比二季度实现高速增长，为公司第三季度整体业绩做出了突出贡献。”阿特斯表示。但其未披露具体板块净利数据。但出色的业绩没有反应在阿特斯的股价上。近五个交易日，阿特斯累计下跌8.79%。截至11月1日收盘，阿特斯下跌3.66%，收于14.21元/股，总市值约524亿元。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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