4月20日晚间，电气风电(688660.SH)公布2026年一季度报告，报告期内，公司实现营业收入12.85亿元，同比增加66.89%；归母净利润-2.70亿元，去年同期为-1.87亿元。
“因为上年度公司在手风机产品销售订单量同比有较大提升，本期风机销售收入相应有大幅增长。”电气风电表示。
干得越多亏得越多？有投资者在股吧提出了疑问。
对于亏损的大幅扩大，公告指出，销售结构同比变化较大，毛利率较低的陆上项目占比大幅提升，导致综合毛利率下降；收款不及预期，相应计提减值金额有所增加。
财务数据显示，2026年第一季度，公司毛利率3.53%，较去年同期骤降12.21个百分点，同比降低77.57%。
同日，公司发布计提资产减值准备及确认其他流动负债的公告。2026年第一季度，公司计划新增计提各项资产的减值准备共计16,697.37万元，转回各项资产的减值准备共计5,031.96万元，考虑本期转回影响因素后，综合将减少公司2026年第一季度营业利润11,665.41万元，同时本期因转销减少各项资产的减值准备共计4,032.66万元。
2026年第一季度，公司无新增确认其他流动负债，考虑本期转回影响因素后，综合增加公司2026年第一季度营业利润17.74万元。
公告指出，综上，共计将减少公司2026年第一季度营业利润11,647.67万元。
资料显示，上海电气风电集团股份有限公司成立于2006年，经营业务涉及风电机组智能设计制造、风场智能运维、风资源评估、数字化风场投资开发、风电场资产智能管理、智慧能源等，公司2021年在上交所上市。
上市次年，电气风电业绩由盈转亏。2022年至2025年，该公司净利分别为-3.38亿元、-12.71亿元、-7.85亿元、-9.89亿元，四年累计亏损额达33.83亿元。
可喜的是，今年一季度，公司新增订单共计2,520.15MW，较上年同期上升了0.59%，其中已中标尚未签订合同的订单1,708.75MW，累计在手订单为22,674.35MW，较上年同期上升了25.26%。其中已中标尚未签订合同的订单4,228.35MW。
来源：读创财经
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