海正生材涨5.06% 光伏退坡预期与回购对冲致估值分歧

智选洞察2025-07-07

海正生材股价大幅上涨，最新价12.67元/股，涨跌幅为5.06%。资金博弈与政策对冲下的估值分歧近期海正生材净流入背后，短期资金博弈特征显著。截至7月7日，该股主力资金连续三日净流入，但单日净流入金额从349.7万元降至66万元，显示资金接力意愿减弱。动态市盈率高达2750倍，远超行业平均水平，引发部分资金在6月16日龙虎榜机构集中买入后选择高位兑现。公司7月1日耗资1429万元回购股份的护盘动作...

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