晋亿实业涨5.10% 战略转型打开估值空间

智选洞察08-11

晋亿实业股价大幅上涨，最新价5.77元，上涨5.10%。资金调仓与政策扰动共振晋亿实业近日股价波动与资金高频调仓密切相关。截至8月7日，近5个交易日主力资金累计净流出超2000万元，但8月8日单日净流入1083.3万元，显示资金情绪转向。短期扰动因素包括：机械设备板块专项贷款政策落地后，部分机构选择兑现周期股收益；外资公募调仓至消费板块，传统制造业资金虹吸效应减弱。叠加公司2025年上半年扣非...

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