港股异动 | 新特能源(01799)跌超4% 机构料其4季度多晶硅业务小幅亏损 公司或存减值风险
新特能源(01799)跌超4%，截至发稿，跌4.11%，报10.72港元，成交额7364.1万港元。
消息面上，据硅业分会，本周多晶硅市场成交僵持，价格保持稳定。p型致密料成交价格区间在5.30-6.20万元/吨，而n型颗粒硅成交均价下降1.94%至6.08万元/吨。签单模式已由月签转变为周签，部分企业三月生产量签出不畅，库存逐步积累。上周n型棒状硅料成交区间6.80-7.30万元/吨，预计近期n型硅料价格将继续保持下降趋势。
此外，交银国际此前指出，据硅业分会，致密料单吨均价由10月初的8.0万元跌至年底的5.8万元，跌幅超出该行预期，该行预计4季度公司单吨含税均价6.3万元，多晶硅业务将小幅亏损，但由于电站业务盈利，整体仍将盈利0.4亿元。由于多晶硅价格年底跌至历史低位，该行预计4季度或存在存货和固定资产减值风险。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.
FOLLOWME Trading Community Website: https://www.followme.com
Hot
No comment on record. Start new comment.