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賽道股降温!新能源產業鏈全線下挫,鋰電、光伏股領跌
格隆匯 08-25 10:26
格隆匯8月25日丨A股市場新能源產業鏈股今日再度集體下跌,其中,高壓快充、鈣鈦礦電池、TOPCON電池、光伏、虛擬電廠、鈉離子電池、電力設備、HJT電池、特高壓等概念股跌幅居前。個股方面,寧德時代、陽光電源跌超3%,通威股份、天齊鋰業、TCL中環跌超2%,比亞迪跌近2%,億緯鋰能、億晶光電跌超4%。昨日,三部門聯合發佈《關於促進光伏產業鏈供應鏈協同發展的通知》,提出嚴厲打擊光伏行業領域哄抬價格、壟斷、製售假冒偽劣產品等違法違規行為。分析人士稱,市場脆弱狀態下疊加行業監管政策趨嚴訊號,觸發市場避險情緒。

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