合盛硅业：预计上半年净利润亏损3亿元-4亿元 同比转亏

Core Viewpoint - Hosheng Silicon Industry (603260.SH) expects a net profit loss of 300 million to 400 million yuan for the first half of 2025, marking a shift from profit to loss year-on-year due to weak downstream demand in industrial silicon and low operating rates in the photovoltaic industry [1] Group 1: Financial Performance - The company anticipates a significant decline in net profit, projecting a loss of 300 million to 400 million yuan for the first half of 2025 [1] - This represents a year-on-year transition from profitability to a loss, indicating a challenging financial outlook [1] Group 2: Market Conditions - The primary reasons for the performance decline include weak downstream demand for industrial silicon and low operating rates in the photovoltaic sector [1] - Continuous price declines in industrial silicon and polysilicon have contributed to reduced sales prices for the company [1] Group 3: Operational Impact - The company is facing operational challenges, including losses from the photovoltaic segment's shutdown and inventory impairment provisions [1] - These factors have collectively led to a phase of loss for the company [1]