海博思创涨5.06% 新能源储能板块资金波动

智选洞察2025-07-08

海博思创股价大幅上涨，最新价90.56元，涨跌幅为5.06%。市场情绪与技术面共振引发波动海博思创近期股价波动与资金流动密切相关。截至7月8日，该股主力资金连续两日累计净流出1612.5万元，反映部分投资者在股价创阶段新高后选择获利了结。市场风格切换加剧资金腾挪，中证1000指数近5日上涨4.57%，中小盘股活跃分流储能板块资金。此外，光伏组件价格持续下行引发产业链盈利担忧，叠加新能源配储政策尚未...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2549514543?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-08 13:37","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2549514543","market":"sh","top_or_hot":-1,"title":"海博思创涨5.06% 新能源储能板块资金波动","media":"智选洞察","content":"<div>\n<p>海博思创股价大幅上涨，最新价90.56元，涨跌幅为5.06%。市场情绪与技术面共振引发波动海博思创近期股价波动与资金流动密切相关。截至7月8日，该股主力资金连续两日累计净流出1612.5万元，反映部分投资者在股价创阶段新高后选择获利了结。市场风格切换加剧资金腾挪，中证1000指数近5日上涨4.57%，中小盘股活跃分流储能板块资金。此外，光伏组件价格持续下行引发产业链盈利担忧，叠加新能源配储政策尚未...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250708133756a43d47b1&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>海博思创涨5.06% 新能源储能板块资金波动</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n海博思创涨5.06% 新能源储能板块资金波动\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-08 13:37 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250708133756a43d47b1&s=b><strong>智选洞察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>海博思创股价大幅上涨，最新价90.56元，涨跌幅为5.06%。市场情绪与技术面共振引发波动海博思创近期股价波动与资金流动密切相关。截至7月8日，该股主力资金连续两日累计净流出1612.5万元，反映部分投资者在股价创阶段新高后选择获利了结。市场风格切换加剧资金腾挪，中证1000指数近5日上涨4.57%，中小盘股活跃分流储能板块资金。此外，光伏组件价格持续下行引发产业链盈利担忧，叠加新能源配储政策尚未...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250708133756a43d47b1&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"160640","symbol_name":"新能源","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250708133756a43d47b1&s=b","article_id":"2549514543","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250708133756a43d47b1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2549514543","pubTimestamp":1751953068,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"海博思创股价大幅上涨，最新价90.56元，涨跌幅为5.06%。市场情绪与技术面共振引发波动海博思创近期股价波动与资金流动密切相关。市场风格切换加剧资金腾挪，中证1000指数近5日上涨4.57%，中小盘股活跃分流储能板块资金。产业趋势与业绩弹性构筑估值基础海博思创作为电化学储能系统集成龙头，2024年前三季度境内收入占比达93.26%，深度绑定新型电力系统建设。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159875":"新能源","160640":"新能源","399941":"新能源","688411":"海博思创","000941.SH":"新能源","BK0224":"电气机械"},"translate_title":"Haibostron rose 5.06%, new energy storage sector funds fluctuated","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159875":1,"160640":1,"399941":1,"688411":1,"000941.SH":1},"content_text":"海博思创股价大幅上涨，最新价90.56元，涨跌幅为5.06%。市场情绪与技术面共振引发波动海博思创近期股价波动与资金流动密切相关。截至7月8日，该股主力资金连续两日累计净流出1612.5万元，反映部分投资者在股价创阶段新高后选择获利了结。市场风格切换加剧资金腾挪，中证1000指数近5日上涨4.57%，中小盘股活跃分流储能板块资金。此外，光伏组件价格持续下行引发产业链盈利担忧，叠加新能源配储政策尚未明确，机构调仓动作频繁压制市场情绪。产业趋势与业绩弹性构筑估值基础海博思创作为电化学储能系统集成龙头，2024年前三季度境内收入占比达93.26%，深度绑定新型电力系统建设。尽管一季度净利润同比下滑40.62%，但营收仍保持14.86%增速，7.2%的研发强度巩固技术壁垒。中信建投6月研报给予102元目标价，对应市净率修复至行业均值，当前4.25倍市净率较同业存在折价空间。长江证券预计公司2025年归母净利达8.4亿元，对应动态市盈率约19倍，储能EPC项目交付高峰或释放业绩弹性。后续需关注碳酸锂价格波动对毛利的潜在影响及政策落地节奏。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2549514543","isCrawlerRequest":true}