海正生材涨5.24% 政策红利与资金博弈共振

智选洞察2025-08-08

海正生材股价大幅上涨，最新价14.05元/股，涨跌幅为5.24%。多空博弈下的资金轮动近期海正生材资金流向与主力资金高频切换密切相关。截至8月7日，近5个交易日主力资金流向出现三次反转，单日净流入峰值达347万元，净流出则突破660万元，凸显多空博弈加剧。政策面与行业扰动形成对冲：公司累计回购股份占比0.73%释放护盘信号，但7月未实施回购削弱短期预期；光伏产业链需求趋缓及白电替代品竞争加剧，加速...

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