DR厦钨新能涨5.16% 板块轮动与政策催化共振

智选洞察2025-07-03

DR厦钨新股价大幅上涨，最新价49.11元/股，涨幅5.16%。板块轮动与政策催化共振DR厦钨新能近期异动与市场风格切换密切相关。7月2日科创板电气设备板块表现活跃，资金向新能源产业链集中，叠加国家支持创新药政策外溢效应，部分资金转向估值合理的材料类标的。公司控股股东厦门钨业同日发布减持承诺，明确未来两年内减持比例上限及价格限制，阶段性缓解市场对抛压的担忧。截至7月2日，该股主力资金近5日累计...

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