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小受总裁的野蛮女佣-揭秘高效策略与最佳阵容,轻松击败强敌!
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小受总裁的野蛮女佣-揭秘高效策略与最佳阵容,轻松击败强敌!

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此前钧达股份(002865.SZ)于2024年2月6日递交的港股招股书满6个月,于2024年8月6日失效。

钧达股份最早以汽车塑料内外饰件起家,在2021年,钧达股份收购捷泰科技正式切入光伏电池行业后,曾一度形成了以汽车塑料内外饰件和光伏电池片并重的双主营业务结构。但后来钧达股份又通过一系列眼花缭乱的股权买卖操作,自2022年起将光伏电池片定格为唯一的主营业务。凭借着N型TOPCon的先发优势,钧达股份一改先前亏损局面,在2022年和2023年连续实现盈利。2022年,钧达股份归母净利达到8.2亿元,2023年前三季度达到16亿元的利润水平。

但在2025年3月17日晚间,钧达股份披露了2024年报,期间内实现营业收入99.52亿元,同比减少-46.66%;且钧达股份去年的净利润基本全部来源于光伏电池片,产品结构过于单一。

同样,光伏电池片在2024年也经历了价格大跳水,TOPCon电池片就从年初的近0.5元/W下降到年末的0.28元/W,降幅超过40%;如果和2023年上半年时0.93元/W的价格相比,降幅在60%-70%之间。

根据公开资料,按2023年出货量计,在专业制造商中,钧达股份的N型TOPCon电池全球市场份额达至约46.5%,排名第一。且按照钧达股份在去年年报中披露的,其去年共销售N型TOPCon电池30.99GW,占所有电池出货量的91.9%,因此销售收入和净利润自然也都受到了严重影响。

据钧达股份2025年第一季度季报最新披露,2025年第一季度营业收入为18.75亿元,上年同期37.14亿元,同比下降49.52%;归属于上市公司股东的净利润亏损1.06亿元,上年同期盈利1975.41万元,同比下降636.04%。

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