杭电股份涨5.03% 政策催化与资金博弈共振

智选洞察2025-07-16

杭电股份股价大幅上涨，最新价7.10元，涨跌幅为5.03%。政策催化与资金博弈共振杭电股份近日股价波动与特高压政策推进密切相关。截至7月11日，藏粤、蒙西两大特高压工程动态投资超预期，带动电网设备板块单日游资净流入2900万元。公司股价年内涨幅达25.88%，但6.84元高位附近出现资金兑现，反映市场对政策落地节奏存在分歧。中报季临近，资金调仓方向偏向业绩确定性，电力设备板块7月15日整体下跌...

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