A股异动丨合盛硅业收跌4.87% 股价创逾3个月新低

Group 1 - The core viewpoint of the article indicates that Hoshine Silicon Industry (603260.SH) has experienced a significant decline in stock price, reaching a new low since October 30 of the previous year, with a drop of 4.87% to 47.28 yuan and a market capitalization of 55.9 billion yuan [1] - The company forecasts a net profit attributable to shareholders of the parent company for 2025 to be between -3.3 billion yuan and -2.8 billion yuan, indicating a loss compared to the previous year [1] - The expected net profit after deducting non-recurring gains and losses for 2025 is projected to be between -3.33 billion yuan and -2.83 billion yuan [1] Group 2 - The industry is undergoing a phase of structural adjustment in supply and demand, leading to downward pressure on product prices [1] - The demand in the industrial silicon market has significantly contracted year-on-year due to changes in the supply-demand relationship within the photovoltaic industry, resulting in a substantial decline in sales prices [1] - According to statistics from Baichuan Yingfu, the average market price of metallic silicon 553 is expected to decrease by approximately 27% year-on-year in 2025, causing a significant drop in revenue and gross profit for the business [1] - Despite these challenges, the company has managed to maintain a certain level of profitability in its industrial silicon business through continuous cost optimization and operational management, demonstrating resilience in its core operations [1]