新特能源2024年首三季度业绩显示，该公司实现收入164.62亿元，同比下降29.12%，股东净亏损14.05亿元。机构指出，多晶硅行业亏损严重，大厂自愿遵守行业自律启动减产检修，以优化行业供需格局，截止2024年12月26日，全国多晶硅开工率仅35%，考虑到西南地区一般于次年5/6月份进入丰水期，预计一季度产量难以恢复。Xinte Energy (01799) fell by more than 4%. As of press release, it was down 3.87% to HK$7.2, with a turnover of HK$12.7894 million.
The Zhitong Finance App learned that Xinte Energy (01799) fell by more than 4%. As of press release, it was down 3.87% to HK$7.2, with a turnover of HK$12.7894 million.
According to the news, on December 24, the Shanghai Stock Exchange terminated its main board issuance and listing review due to the withdrawal of the listing application by Xinte Energy and its sponsor. According to reports, Xinte Energy originally planned to raise 8.8 billion yuan to build a high-end electron-grade polysilicon green low-carbon circular economy construction project with an annual output of 0.2 million tons through the issuance of A-shares. The first phase of the 0.1 million ton project was completed and put into operation in August 2023 using the company's own funds. Combined with the current upstream and downstream supply and demand relationships and market environment in the PV industry chain, there is no construction plan for the second 0.1 million ton project.
According to Xinte Energy's results for the first three quarters of 2024, the company achieved revenue of 16.462 billion yuan, a year-on-year decrease of 29.12%, and a net loss of 1.405 billion yuan to shareholders. The agency pointed out that the polysilicon industry suffered serious losses, and major manufacturers voluntarily complied with industry self-regulation to begin production cuts and maintenance in order to optimize the industry's supply and demand pattern. As of December 26, 2024, the national polysilicon operating rate was only 35%. Considering that the southwest region generally enters a period of abundant water in May/June of the following year, it is expected that production will be difficult to recover in the first quarter.
