新风光股价下跌5.09% 政策利好兑现叠加资金流出致调整

智选洞察2025-07-30

新风光股价大幅下跌，最新价31.13元/股，跌幅5.09%。资金博弈与政策兑现共振新风光近期股价波动受多重短期因素交织影响。政策端催化成为重要推手，7月中旬“双碳”政策加码背景下，公司电网侧储能业务（占比56.89%）的确定性吸引资金关注。但政策利好兑现后，截至7月28日，主力资金三日累计净流出396万元，叠加光伏产业链价格波动及电力设备板块单日跌幅0.74%（截至7月15日），资金防御性调仓加剧...

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