海正生材股价下跌5.20% 光伏抢装潮退坡叠加估值泡沫担忧

智选洞察2025-07-09

海正生材股价大幅下跌，最新价12.95元，下跌5.20%。资金博弈与政策对冲下的估值分歧海正生材近期股价波动折射出短期资金的激烈博弈。截至7月7日，该股主力资金连续四日净流入，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。公司7月1日耗资1429万元实施股份回购，试图对冲光伏抢装潮退坡引发的上游材料需求回落预期，但动态市盈率高达2750倍（截至7月7日），远超基础化工行业均值...

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