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港股异动 | 新特能源(01799)涨超4% Q3业绩逊预期 新产能达产后成本有望改善

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新特能源(01799)现涨超4%,截至发稿,涨4.52%,报11.1港元,成交额2251.24万港元。

国信证券香港此前指出,新特能源Q3业绩低于此前的预期。该行指出,Q3公司多晶硅业务实现归母净利润约2.27亿元。据此测算,Q3公司多晶硅单吨净利约0.41万元/吨,多晶硅业务盈利处于盈亏平衡点附近。

该行预计,随着公司新建产线工艺流程的不断优化、产能利用率的不断提升,公司多晶硅业务的全成本或有望在2023年年末降至5-5.5万元/吨的水平,成本达到行业前列的水平。

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