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光伏半年报密集出炉,六大主链企业亏损超180亿元_蜘蛛资讯网

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云迹(02670)盘中涨超7%,截至发稿,股价上涨5.94%,现报115.90港元,成交额805.33万港元。  近期,全球电子制造巨头立讯集团与云迹科技达成深度战略合作。双方将共同推进立讯集团在全球生产基地的智能化升级。据悉,云迹科技凭借在酒店服务机器人领域积累的深厚技术底蕴,通过行业首创的复合多态机器人UP实现了AI智能体技术的跨场景突破。目前,云迹科技自主研发的智能体生态系统,已成功支持全球

,同比下降23.57%;归母净利润3.08亿元,同比下降59.54%。在光伏装备领域,晶盛机电产品覆盖了硅片、电池和组件环节。对于业绩下滑,晶盛机电称,受光伏行业周期性调整影响,公司光伏设备和材料收入及盈利同比下滑。财报显示,上半年,迈为股份太阳能电池成套生产设备收入下降近三成。奥特维方面指出,2025年上半年,光伏行业产能严重过剩,客户扩产速度持续放缓。截至2025年6月30日,公司在手订单10

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