界面新闻记者 | 陈慧东

jiezhi10yue31ri，shanxi81jiaagushangshigongsi2024niansanjibaoyijieshupilu。

juwindshujuxianshi，jinnianqiansanjidu，shanxi81jiaagugongsigongshixianyingshou5141.42yiyuan，tongbijianshao10.79%；jinglirunzonge289.96yiyuan，tongbijianshao41.15%。

昔日“光伏一哥”亏损65亿元

longjilvneng（601012.sh）2024nianqiansanjiduyingshouwei585.9yiyuan，jiaoshangniantongqixiajiang37.73%；jingkuisunwei65yiyuan，koufeihoujingkuisunwei64.88yiyuan。qizhong，disanjidushixianyingshou200.64yiyuan，jinglirunkuisun12.61yiyuan，danjiduhuanbijiankui。

dankanyingshouguimo，longjilvnengweishanxibankuaiyingshouguimodisanwei，jinciyushanximeiye（601225.sh）heshanjiangufen（600248.sh）。yinglinenglifangmian，longjilvnengbudanzaiyingshouguimoshangchixuweisuo，qimaolilvshuipingyezaibuduanxiahua。windshujuxianshi，2020nianzhi2024nianqiansanjidu，gongsizhuyingyewumaolilvfenbiewei24.62%、20.19%、15.38%、18.26%、7.98%。

jinnian3yue，longjilvnengzaiguangfubankuaideshizhi“yige”diwei，beizhuyingguangchunibianqideyangguangdianyuan（300274.sz）shoucichaoyue。jiezhi11yue1rishoupan，longjilvnengzuixinshizhi1441yiyuan。

源杰科技等面临保级压力

jiezhijinnianqiansanjidu，yuanjiekeji（688498.sh）shixianyingshou1.78yiyuan，tongbizengzhang91.2%；jinglikuisun55wanyuan，tongbixiajiang102.6%。

yuanjiekejizhuyingyewuweiguangxinpiandeyanfa、sheji、shengchanyuxiaoshou。gongsideyinglinenglijinniankuaisuxiahua，zhuyingyewumaolilvcong2022niandu61.90%xiajiangzhi2023niandude41.88%，gongxiajiangyue21.50gebaifendian。jiezhijinniansanjidumo，gongsimaolilvwei29.69%。

11yue1rishoupan，yuanjiekejibaoshouyu145.01yuan，xiadie7.94%。

yuanjiekejidetongxingyekebigongsiweishijiaguangzi（688313.sh）hezhangguanghuaxin（688048.sh）。shijiaguangzijinnianqiansanjidushixianyingshoutongbizengzhang34.77%zhi7.29yiyuan；guimujingliruntongbizengzhang231%zhi3620.9wanyuan，maolilvwei25.84%。zhangguanghuaxinqiansanjidushixianyingshou2.03yiyuan，jiaoquniantongqixiahua7.58%，jinglikuisun6338.64wanyuan，jiaoquniantongqixiahua183.41%，maolilvwei27.39%。

jinnian5yue，xin“guojiutiao”tichu“shoujincaiwuleituishizhibiao”，tigaozhubankuisungongsiyingyeshouruzhibiaoyaoqiu，congxianxing“1yiyuan”tigaozhi“3yiyuan”，chuangyeban、kechuangbanweichi“1yiyuan”bubian。kuisunkaochaweiduzengjialirunzonge。jiaoyisuobiaoshi，caiwuleiqiangzhituishidexiugai，zi2025nian1yue1riqishixing，jishangshigongsi2024niannianbaojiangchengweishougeshiyongdeniandubaogao。

wanlianzhengquanzishentouguqufangxiangjiemianxinwenjizhebiaoshi，zhenduicaiwuxinguideshixing，diyidian，muqiandeshangshigongsixuyaotebiezhuyizaiyingshouguimoshifou“caixian”，bijingyingshoushejiqiyejingyingchixuxingdewenti，ruguogongsichixukuisunhuozheyingshou“caixian”，kenenghuidaozhishichangkankonggongsigupiao，yinfagupiaomianzhichixuxingdiyuyikuaiqianhoutouzizhekonghuangxing“caita”daozhidemianzhituishi。dierdian，bufengongsixianzaixiwangtongguozhongzubinggoufangshiqujiangdituishifengxian，danshijinqizhengjianhuichutaizhengceqiangdiao，jinzhichaozuoxing、xujiadebinggouzhongzu，gongsixuyaozhuyifangzhichuxiantongguoxujiazhongzulaimeihuabaobiaodeqingxing。lingwai，gongsihaiyaofangzhiyinweicaiwuzuojiadaozhigongsichuxiantuishidexiangguanfengxian，yinweizheifangmianyeshuyuxianjieduanjianguandezhongdian。

ciwai，beifangzhanglong（301357.sz）、chenxihangkong（300581.sz）liangjiachuangyebangongsiyingshouguimobudao1yiyuan，qieguimujinglirunweifu。

beifangzhanglongzhuyaocongshiyifeijinshufuhecailiaodexingnengyanjiu、gongyijiegoushejiheyingyongjishuweihexindejunyongcheliangpeitaozhuangbeideyanfa、sheji、shengchanhexiaoshouyewu。jinnianqiansanjidu，gongsishixianyingshou4699.94wanyuan，tongbixiajiang27.10%，jinglirunkuisun1040.18wanyuan，tongbizhiyingzhuankui。

maolilvfangmian，windshujuxianshi，2022nianzhijinnianqiansanjidu，gongsimaolilvfenbiewei57.07%、48.74%、46.87%。

chenxihangkongzhuyingyewuweiyanfa、shengchan、xiaoshouhangkongjidianchanpinjitigongxiangguanzhuanyejishufuwu，zhuyaochanpinjifuwushejihangkongguanxingdaohang、hangkongfadongjidianzijiwurenjilingyu。jinnianqiansanjidu，gongsishixianyingshou7137.1wanyuan，tongbijianshao26.46%，jinglirunkuisun2484.48wanyuan，tongbizengzhang23.86%。xianjinliufangmian，gongsijingxianjinliuwei-1.57yiyuan，tongbixiahua84.82%，qizhong，jingyingxingxianjinliu-5719.02wanyuan，touzixingxianjinliu-9255.25wanyuan，rongzixingxianjinliu-740.83wanyuan。

maolilvfangmian，windshujuxianshi，2022nianzhijinnianqiansanjidu，gongsimaolilvfenbiewei38.31%、41.31%、39.57%。

jiezhi11yue1rishoupan，chenxihangkongbao10.16yuan/gu，die6.7%。