宝光股份涨5.15% 政策预期与资金博弈共振推升估值

智选洞察2025-07-11

宝光股份股价大幅上涨，最新价13.47元，涨跌幅为5.15%。政策博弈与资金共振推升估值近期宝光股份净流入源于政策预期与资金博弈的双重驱动。截至7月11日，该股主力资金连续四日净流入累计达4029万元，其中7月10日单日净流入1728.7万元创阶段峰值。政策面上，新型储能建设提速与特高压项目落地预期，刺激电力设备板块配置需求。但动态市盈率47.88倍较行业均值溢价超80%，引发机构调仓分歧，量比...

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