旭光电子涨5.00%创历史新高光伏产业链估值修复与资金博弈共振

智选洞察2025-07-14

旭光电子股价今日大幅上涨，截至10点13分，最新价报15.54元/股，涨幅达5.00%，创历史新高。资金博弈与政策预期共振旭光电子近期股价波动与光伏产业链估值修复密切相关。2025年7月9日光伏板块集体反弹，阳光电源等权重股涨停，带动上游元器件供应商跟涨，公司当日触及涨停。龙虎榜席位记忆效应加速资金流动，6月13日华泰证券总部、沪股通等席位大额买入形成的市场印象，在7月行情中再次引发跟风盘入场。...

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/2551092703?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-14 10:13","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2551092703","market":"sh","top_or_hot":-1,"title":"旭光电子涨5.00%创历史新高 光伏产业链估值修复与资金博弈共振","media":"智选洞察","content":"<div>\n<p>旭光电子股价今日大幅上涨，截至10点13分，最新价报15.54元/股，涨幅达5.00%，创历史新高。资金博弈与政策预期共振旭光电子近期股价波动与光伏产业链估值修复密切相关。2025年7月9日光伏板块集体反弹，阳光电源等权重股涨停，带动上游元器件供应商跟涨，公司当日触及涨停。龙虎榜席位记忆效应加速资金流动，6月13日华泰证券总部、沪股通等席位大额买入形成的市场印象，在7月行情中再次引发跟风盘入场。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714101349a448b7cf&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>旭光电子涨5.00%创历史新高 光伏产业链估值修复与资金博弈共振</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旭光电子涨5.00%创历史新高 光伏产业链估值修复与资金博弈共振\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-14 10:13 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714101349a448b7cf&s=b><strong>智选洞察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>旭光电子股价今日大幅上涨，截至10点13分，最新价报15.54元/股，涨幅达5.00%，创历史新高。资金博弈与政策预期共振旭光电子近期股价波动与光伏产业链估值修复密切相关。2025年7月9日光伏板块集体反弹，阳光电源等权重股涨停，带动上游元器件供应商跟涨，公司当日触及涨停。龙虎榜席位记忆效应加速资金流动，6月13日华泰证券总部、沪股通等席位大额买入形成的市场印象，在7月行情中再次引发跟风盘入场。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714101349a448b7cf&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":"BK0214","symbol_name":"IT设备","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714101349a448b7cf&s=b","article_id":"2551092703","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714101349a448b7cf&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=2551092703","pubTimestamp":1752459222,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"旭光电子股价今日大幅上涨，截至10点13分，最新价报15.54元/股，涨幅达5.00%，创历史新高。资金博弈与政策预期共振旭光电子近期股价波动与光伏产业链估值修复密切相关。截至7月10日，主力资金连续两日净流入后累计达7880万元，但近5日仍净流出2492万元，显示短期博弈特征显著。截至7月11日，公司动态市盈率达115.11倍，显著高于电子行业均值，而2024年前三季度净利润同比增幅收窄至12%，盈利增速与估值水平出现明显背离。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159863":"光伏产业","600353":"旭光电子","BK0214":"IT设备","BK0189":"打板","BK0077":"质押式回购"},"translate_title":"Xuguang Electronics rose 5.00% to a record high, the valuation recovery of the photovoltaic industry chain resonates with the capital game","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159863":1,"600353":1},"content_text":"旭光电子股价今日大幅上涨，截至10点13分，最新价报15.54元/股，涨幅达5.00%，创历史新高。资金博弈与政策预期共振旭光电子近期股价波动与光伏产业链估值修复密切相关。2025年7月9日光伏板块集体反弹，阳光电源等权重股涨停，带动上游元器件供应商跟涨，公司当日触及涨停。龙虎榜席位记忆效应加速资金流动，6月13日华泰证券总部、沪股通等席位大额买入形成的市场印象，在7月行情中再次引发跟风盘入场。截至7月10日，主力资金连续两日净流入后累计达7880万元，但近5日仍净流出2492万元，显示短期博弈特征显著。板块轮动加剧个股波动，电子板块内部资金向算力、存储等政策受益方向调仓，进一步放大股价弹性。估值重构与产业升级角力高估值与业绩增速的匹配度成为核心矛盾。截至7月11日，公司动态市盈率达115.11倍，显著高于电子行业均值，而2024年前三季度净利润同比增幅收窄至12%，盈利增速与估值水平出现明显背离。政策面带来的产业升级机遇形成对冲，上海市软件信息服务业高质量发展措施叠加存储芯片国产替代提速，为公司军工电子业务创造潜在增量。技术面显示12元附近存在强支撑，但突破14.67元前高需更多催化剂。中信证券指出，当前流通市值123亿元的中盘科技股，后续走势将取决于业绩改善节奏与市场风险偏好的共振强度。若下半年军工订单放量或光伏需求超预期，或能支撑估值消化，但中期仍需警惕业绩证伪带来的回调压力。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","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,"deviceId":"web-server-community-laohu8-v3","version":"4.35.13","shortVersion":"4.35.13","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/2551092703","isCrawlerRequest":true}

旭光电子涨5.00%创历史新高 光伏产业链估值修复与资金博弈共振

精彩评论

旭光电子涨5.00%创历史新高光伏产业链估值修复与资金博弈共振