{"id":175598,"date":"2026-08-18T20:45:43","date_gmt":"2026-08-18T12:45:43","guid":{"rendered":"https:\/\/www.gocpmall.com\/?p=175598"},"modified":"2026-08-18T20:45:43","modified_gmt":"2026-08-18T12:45:43","slug":"%e8%b4%a2%e8%af%b4%ef%bd%9c%e6%af%9b%e5%88%a9%e7%8e%87%e6%8c%81%e7%bb%ad%e4%b8%ba%e8%b4%9f%e3%80%81%e5%80%ba%e5%8a%a1%e9%ab%98%e4%bc%81%ef%bc%8c%e5%87%af%e7%9b%9b%e6%96%b0%e8%83%bd%e6%b7%b1%e9%99%b7","status":"publish","type":"post","link":"https:\/\/www.gocpmall.com\/?p=175598","title":{"rendered":"\u8d22\u8bf4\uff5c\u6bdb\u5229\u7387\u6301\u7eed\u4e3a\u8d1f\u3001\u503a\u52a1\u9ad8\u4f01\uff0c\u51ef\u76db\u65b0\u80fd\u6df1\u9677\u5149\u4f0f\u73bb\u7483\u5468\u671f\u6ce5\u6f6d _ \u4e1c\u65b9\u8d22\u5bcc\u7f51"},"content":{"rendered":"

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一纸警示函，将年年亏损的 凯盛新能 （600876.SH）重新拉回了公众视野。 因信息披露违规、大额诉讼仲裁未及时披露等合规问题， 凯盛新能 本月初收到警示函，公司及董事长、总经理、董秘三方责任人同步被记入证券 期货 市场诚信档案。 从2021-2023年连续稳定盈利，到 2024 年由盈转亏、2025 年亏损翻倍，2026 年上半年预计亏损进一步扩大，主营光伏玻璃的 凯盛新能 正行走在行业过剩周期的悬崖边缘。售价三年断崖下跌、毛利率持续为负、资产负债率节节攀升，叠加大额诉讼仲裁信息披露滞后，这家光伏玻璃企业怎么了？ 毛利率持续为负 截至5月8日， 凯盛新能 连续 12 个月累计诉讼仲裁金额 3.33 亿元，占最近一期经审计净资产绝对值 10.73%，触及重大事项披露标准，但公司迟至6月29日才补充披露相关信息，违反上市公司信息披露及时性要求。 界面新闻记者注意到，后续更新数据显示，截至6月底， 凯盛新能 及下属子公司连续 12 个月内未及时披露诉讼、仲裁合计 23 起，涉案总金额 4.69 亿元，占最近一期经审计净资产 15.11%；其中公司及子公司作为原告的案件 19 起，涉案金额 3.02 亿元，占总涉案金额 64.52%。 凯盛新能 方面回应称，多数诉讼、仲裁尚未开庭审理或出具判决，相关事项对当期及期后利润影响存在不确定性，将依据会计准则与案件进展开展会计处理。 注册会计师李晴向界面新闻记者表示：“涉案金额超 4.69 亿元，占净资产超 15%，属于对投资者判断公司资产、盈利存在重大影响的事项，延迟披露近两个月，反映公司内控、信披管理存在明显漏洞。监管出具警示函并记入诚信档案，会对公司后续定增、发债等资本运作形成约束；同时大额诉讼多为应收款追偿，侧面印证下游客户回款困难，资产质量风险与合规风险形成共振。” 警示函的背后，是光伏玻璃行业价格战击穿了凯盛新能盈利底盘。Wind 数据显示，2021-2023 年公司归母净利润分别为 2.65 亿元、4.09 亿元、3.95 亿元，连续三年稳定盈利；2024 年行业供需失衡加剧，公司全年归母净利润亏损 6.1 亿元，同比下滑
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一纸警示函，&#23558 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-175598","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts\/175598","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=175598"}],"version-history":[{"count":0,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts\/175598\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=175598"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=175598"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=175598"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}