国晟科技涨5.01%创近一年新高产业链波动与资金博弈共振

智选洞察2025-07-14

国晟科技（603778）今日盘中表现强势，截至09点50分，股价报5.24元，上涨5.01%，创近一年新高。产业链波动与资金博弈共振光伏产业链价格分化成为国晟科技股价波动的直接推手。截至7月11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，上下游估值剪刀差引发资金调仓。政策端调整分布式光伏电价触发需求预期修正，短线资金“抢反弹”与“获利了结”博弈激烈，7月7日至9日主力资金...

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国晟科技涨5.01%创近一年新高 产业链波动与资金博弈共振

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国晟科技涨5.01%创近一年新高产业链波动与资金博弈共振