-- 儘管組件價格上漲未能抵銷匯率波動的影響,隆基綠色能源科技股份有限公司(SHA:601012)第一季歸屬於母公司股東的虧損擴大,自2025年起持續虧損。 根據該公司週三向上海證券交易所提交的文件,這家太陽能矽片製造商第一季歸屬於母公司股東的虧損較上年同期擴大34%,從14.3億元人民幣增至19.2億元。 隆基第一季每股虧損0.25元人民幣,高於去年同期的0.19元。 營業收入較去年同期下降18%,從137億元降至112億元。 受匯率波動影響,該公司第一季錄得匯兌損失2.476億元人民幣,去年同期則錄得匯兌收益2.719億元。 根據彭博社同日引述其數據報道,儘管太陽能模組價格上漲了15%至20%,與白銀價格上漲幅度一致,但中國太陽能發電量仍下滑。 第一季度,中國太陽能電池出口年增38%,在伊朗戰爭爆發後,出口量甚至飆升了80%。 隆基半導體是提高日本市場矽片價格以彌補材料成本上漲和政府補貼削減的中國太陽能矽片製造商之一。 矽片出貨量達20.5吉瓦,其中7.64吉瓦出口。 組件出貨量達12.6吉瓦。 總營運成本從去年同期的156億元降至134億元。 經調整後,2025年應計虧損從85.9億元收窄至64.2億元。
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