沪指逼近3500点！“反内卷”概念盘中爆发，机构：把握光伏、新能源车、农业三大方向机会！

每日经济新闻2025-07-08

每经记者：叶峰每经编辑：肖芮冬市场早盘震荡反弹，创业板指领涨，沪指逼近3500点。板块方面，光伏、新能源概念股盘中爆发，大全能源涨超15%，阳光电源、通威股份涨约10%。消息面上，7月1日召开的中央财经委员会第六次会议，研究纵深推进全国统一大市场建设、海洋经济高质量发展等问题。会议强调，纵深推进全国统一大市场建设，要聚焦重点难点，依法依规治理企业低价无序竞争，引导企业提升产品品质，推动落后产能有序...

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/2549923195?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-08 13:44","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2549923195","market":"sh","top_or_hot":-1,"title":"沪指逼近3500点！“反内卷”概念盘中爆发，机构：把握光伏、新能源车、农业三大方向机会！","media":"每日经济新闻","content":"<div>\n<p>每经记者：叶峰每经编辑：肖芮冬市场早盘震荡反弹，创业板指领涨，沪指逼近3500点。板块方面，光伏、新能源概念股盘中爆发，大全能源涨超15%，阳光电源、通威股份涨约10%。消息面上，7月1日召开的中央财经委员会第六次会议，研究纵深推进全国统一大市场建设、海洋经济高质量发展等问题。会议强调，纵深推进全国统一大市场建设，要聚焦重点难点，依法依规治理企业低价无序竞争，引导企业提升产品品质，推动落后产能有序...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250708134736a69c6a59&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>沪指逼近3500点！“反内卷”概念盘中爆发，机构：把握光伏、新能源车、农业三大方向机会！</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沪指逼近3500点！“反内卷”概念盘中爆发，机构：把握光伏、新能源车、农业三大方向机会！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-08 13:44 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250708134736a69c6a59&s=b><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>每经记者：叶峰每经编辑：肖芮冬市场早盘震荡反弹，创业板指领涨，沪指逼近3500点。板块方面，光伏、新能源概念股盘中爆发，大全能源涨超15%，阳光电源、通威股份涨约10%。消息面上，7月1日召开的中央财经委员会第六次会议，研究纵深推进全国统一大市场建设、海洋经济高质量发展等问题。会议强调，纵深推进全国统一大市场建设，要聚焦重点难点，依法依规治理企业低价无序竞争，引导企业提升产品品质，推动落后产能有序...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250708134736a69c6a59&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":"LU0072913022.USD","symbol_name":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250708134736a69c6a59&s=b","article_id":"2549923195","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250708134736a69c6a59&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=2549923195","pubTimestamp":1751953448,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"板块方面，光伏、新能源概念股盘中爆发，大全能源涨超15%，阳光电源、通威股份涨约10%。消息面上，7月1日召开的中央财经委员会第六次会议，研究纵深推进全国统一大市场建设、海洋经济高质量发展等问题。有机构人士分析认为：在高质量发展的大背景下，中央财经委员会第六次会议全面部署 “反内卷” 战略，通过产能监测预警、行业规范条件升级等多维举措，扭转低价无序竞争的产业困局。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159982":"中证500","161028":"新能源车","399417":"新能源车","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK0278":"货币金融","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK0183":"MSCI概念","BK0188":"融资融券","BK0012":"证金概念","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","000001":"平安银行","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","BK0187":"一线龙头","BK0028":"国家队","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK0201":"可转债","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) ACC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD"},"translate_title":"The Shanghai Composite Index is approaching 3,500 points! The concept of \"anti-involution\" broke out intraday, institutions: seize the opportunities in the three major directions of photovoltaics, new energy vehicles, and agriculture!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159982":1,"161028":1,"399417":1,"000001":0.9},"content_text":"每经记者：叶峰每经编辑：肖芮冬市场早盘震荡反弹，创业板指领涨，沪指逼近3500点。板块方面，光伏、新能源概念股盘中爆发，大全能源涨超15%，阳光电源、通威股份涨约10%。消息面上，7月1日召开的中央财经委员会第六次会议，研究纵深推进全国统一大市场建设、海洋经济高质量发展等问题。会议强调，纵深推进全国统一大市场建设，要聚焦重点难点，依法依规治理企业低价无序竞争，引导企业提升产品品质，推动落后产能有序退出。有机构人士分析认为：在高质量发展的大背景下，中央财经委员会第六次会议全面部署 “反内卷” 战略，通过产能监测预警、行业规范条件升级等多维举措，扭转低价无序竞争的产业困局。本次反内卷政策与2016年供给侧改革存在本质差异：更强调市场化法治化手段，通过技术创新（如光伏N型电池、汽车固态电池）和制度完善（全国统一大市场）实现产业升级。投资者可把握三大主线：产能出清受益者，例如光伏玻璃、水泥等行业集中度提升的龙头；现金流改善受益者，例如缩短供应商账期的整车产业；技术创新先锋，例如布局BC电池、固态电池等颠覆性技术的企业。可关注光伏ETF（159857）以及天弘光伏指数(A类：011102；C类：011103)，捕捉技术迭代与产能出清的双重红利，早盘光伏ETF（159857）涨幅超5%；天弘新能源车(A类：011512；C类：011513)，把握价格战缓和与供应链重构机遇；天弘农业主题(A类：010769；C类：010770)，受益于生猪产能调控与价格企稳；天弘新能源电池指数(A类：021963；C类：021964) ，布局固态电池量产前的估值重塑；天弘细分化工指数(A类：015896；C类：015897)，受益落后产能进一步退出带来的利润率修复；天弘有色金属指数(A类：017192；C类：017193)，行业紧平衡的同时搭乘新能源需求东风。每日经济新闻","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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":"4.43.1","shortVersion":"4.43.1","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/2549923195","isCrawlerRequest":true}