通威股份去年净亏损至高75亿刘汉元遭遇“创业42年首亏”

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

通威股份去年净亏损至高75亿刘汉元遭遇“创业42年首亏”

2025-01-20 16:09:57 来源：北方有色网责任编辑：管理员

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通威集团董事局主席刘汉元在去年10月于央视《对话》节目中谈到，（2024年）将是通威股份（600438.SH）在A股市场上市23年来的首亏，也是创业42年来的首亏。今日晚间，通威股份发布业绩预告后“靴子落地”，公司预计2024年净亏损约70亿-75亿元。上年（2023年）同期，公司归属净利润为135.74亿元。通威股份是多晶硅和光伏电池两个环节的龙头，组件出货亦居于行业前五。在亏损原因中公司表示，2024年，在光伏产业主要制造环节均呈现阶段性供需失衡的严峻市场环境下，公司进行了一系列改革和优化。但在光伏产业链各环节市场价格大幅下降，甚至持续低于行业现金成本冲击下，叠加全年长期资产减值报废约10亿元影响，公司虽维持经营性现金流净流入，全年仍录得亏损。 2024年前三季度，公司归属净利润为-39.73亿元。以此计算，公司Q4亏损为30.27亿-35.27亿元。这已经是公司自2023年四季度以来，连续五个季度出现净利润亏损。在经历过2022年的“高光时刻”后，由于新建产能持续释放，光伏多晶硅自2023年开始进入下行区间，硅料价格长期处于低谷磨底状态。当天，另一家硅料头部企业大全能源（688303.SH）同时发布业绩预告，预计2024年净亏损26亿到31亿元。2024年，国内多晶硅市场供需错配加剧，产品价格持续走低，甚至跌破行业现金成本，行业整体毛利及盈利水平大幅下降。大全能源称，公司财务状况保持稳健态势，现金储备充沛，为抵御行业周期性波动奠定了坚实基础。但作为行业内的核心参与者，公司直接承受了价格下行对盈利能力的侵蚀压力，业绩较上年同期显著下降。值得一提的是，去年12月下旬，两家硅料企业同时宣布，将逐步启动高纯多晶硅部分产线阶段性减产检修，并表示减产将有利于减少高纯晶硅业务经营亏损。经过龙头企业“自律”减产后，多晶硅价格已经连续多周上涨。据硅业分会本周消息，N型复投料成交均价为4.17万元/吨，环比上涨0.48%，N型颗粒硅成交均价为3.90万元/吨，环比上涨0.52%。据机构统计，现阶段硅料企业自身库存压力较小，在降负荷生产后企业销售压力得到了极大程度缓解，希望可以通过减少出货的方式逐步减少下游原料库存，并将多晶硅行业价格修复到合理水平。

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通威股份去年净亏损至高75亿 刘汉元遭遇“创业42年首亏”

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通威股份去年净亏损至高75亿刘汉元遭遇“创业42年首亏”