晨光新材涨5.85% 有机硅产能收缩及资金博弈推动股价波动

智选洞察2025-07-15

晨光新材股价大幅上涨，最新价17.74元/股，涨幅5.85%。资金博弈与行业共振晨光新材近期股价波动受多重短期因素驱动。截至7月14日，主力资金单日净流出5714万元，但前一周曾连续两日净流入超6500万元，显示资金分歧显著。板块轮动成为重要推手，化学制品板块近一个月资金腾挪规模达21亿元，叠加陶氏宣布关闭海外有机硅产能的消息，产业链热度骤升。此外，公司7月9日以6.13元/股回购注销员工持股，较...

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