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地产过后到光伏了!五大巨头,去年巨亏超300亿

  • 2026-02-09 05:56:04
地产过后到光伏了!五大巨头,去年巨亏超300亿
转载自 | 说财猫
作者 | 猫姐
2025年，应该没有行业能惨得过房地产。
但，看了光伏行业发的一系列业绩预告，发现自己还是天真了…
不信你看~
行业老大通威，预亏90-100亿；
行业老二隆基绿能，预亏60-65亿；
TCL中环，预亏82-96亿；
晶澳科技，预亏45-48亿；
爱旭股份，预亏12-19亿；
好家伙！
光这五家，亏损金额可能就超过300亿（按最大值计算）！
这还没算上发了业绩预亏提示，但没有公布具体金额的那些光伏企业！
比如，前段时间刚刚和霸王茶姬甜蜜联姻的天合光能~
光伏+奶茶的组合也没能救得了它的业绩，2025年的业绩预告，依然还是亏亏亏！
还有晶科能源、钧达股份、大全能源等，业绩预告全部都是亏亏亏！
咋回事？！
最惨年年有，今年到光伏？！
猫姐看了一下这些企业解释亏损的原因，大部分都提到了行业内阶段性供需错配，低价内卷式的竞争，以及白银等核心原材料的涨价。
简单来说就是，供应过剩，大家为了抢订单不得不大打价格战，价格卷得很低，又遇上成本上涨，屋漏偏逢连夜雨，只能是贴钱卖货！
再加上一些企业之前选择逆势扩张抢市场，现在价格下跌了不得不计提减值…
一通操作下来，可不就是亏亏亏！
怪不得gj要反内卷！
这样继续卷下去，确实不太行啊！
其实，今年开年不久，光伏行业就发生了一件大事。
那就是，4月1号起，全面取消光伏等产品增值税出口退税。
在过去相当长一段时间里，光伏企业都有很强的“退税依赖”。
一些光伏企业甚至把退税红利转化为价格战筹码，导致“量增价减”的恶性竞争，不仅侵蚀企业盈利空间，还引发了频繁的国际贸易摩擦。
这次一开年就官宣取消光伏产品的“出口退税”，看得出来，对于光伏行业的反内卷，上层是下定决心了！
这样做的目的也很明确，遏制低价竞争，加速行业洗牌与产能出清，倒逼光伏行业产能升级和技术提升。
虽然短期来看，光伏企业恐怕是要过一段苦日子了，尤其是眼下还在巨亏。
但长期来看，不破不立，实际上更有利于行业的长远发展。
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  1. CONNECT:[ UseTime:0.000559s ] mysql:host=127.0.0.1;port=3306;dbname=a_mffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000834s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000299s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000308s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000521s ]
  6. SELECT * FROM `set` [ RunTime:0.000205s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000561s ]
  8. SELECT * FROM `article` WHERE `id` = 463273 LIMIT 1 [ RunTime:0.000488s ]
  9. UPDATE `article` SET `lasttime` = 1771355609 WHERE `id` = 463273 [ RunTime:0.005990s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000246s ]
  11. SELECT * FROM `article` WHERE `id` < 463273 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000453s ]
  12. SELECT * FROM `article` WHERE `id` > 463273 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.001889s ]
  13. SELECT * FROM `article` WHERE `id` < 463273 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.002617s ]
  14. SELECT * FROM `article` WHERE `id` < 463273 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.012331s ]
  15. SELECT * FROM `article` WHERE `id` < 463273 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.009076s ]
0.106283s