国晟科技涨5.33%创近8个月新高光伏产业链分化与资金博弈共振

智选洞察2025-07-10

国晟科技（603778）今日盘中表现强势，截至09点34分，股价报4.35元/股，上涨5.33%，创近8个月以来新高。资金博弈与产业链波动共振光伏产业链价格分化成为近期净流入的核心推手。截至7月7日，多晶硅期货空头平仓带动原料价格反弹，但硅片、组件现货价格持续走弱，形成上下游估值剪刀差。政策端调整分布式光伏电价触发需求预期修正，短线资金加速调仓，导致板块内“抢反弹”与“获利了结”的交织博弈。截至7...

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国晟科技涨5.33%创近8个月新高 光伏产业链分化与资金博弈共振

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国晟科技涨5.33%创近8个月新高光伏产业链分化与资金博弈共振