亚玛顿(002623.SZ)：上半年净亏损1582.43万元

Core Viewpoint - The company reported a significant decline in both revenue and net profit for the first half of the year, primarily due to adverse market conditions in the photovoltaic industry [1] Financial Performance - The company achieved operating revenue of 1,082.65 million yuan, a decrease of 38.16% compared to the same period last year [1] - The net profit attributable to shareholders was -15.82 million yuan, representing a decline of 216.78% year-on-year [1] Industry Context - The photovoltaic industry is facing challenges such as supply-demand imbalances and mismatched production capacity, leading to intensified competition [1] - Continuous low prices along the photovoltaic supply chain, coupled with cost-cutting pressures from downstream customers, have significantly impacted the company's photovoltaic glass business [1] Inventory Management - The company adopted a cautious approach by making provisions for inventory write-downs on certain photovoltaic glass stocks, contributing to the substantial decline in net profit [1]