国晟科技跌5.17% 产业链价格分化致资金调仓

智选洞察2025-07-17

国晟科技（603778）今日股价出现明显回调，截至14点39分，最新价为4.22元/股，跌幅达5.17%。产业链博弈加剧资金腾挪光伏产业链价格分化成为国晟科技短期股价波动的核心推手。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，上下游估值剪刀差促使资金快速调仓。政策对分布式光伏电价的调整进一步触发需求预期修正，7月7日至9日主力资金单日流向频繁切换，区间累计...

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