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光大證券:在市場高低切換背景下,新能源板塊存在超跌反彈機會

光大證券7月23日研報表示,近期,新能源行業出現回暖的跡象,多家逆變器企業的中報業績集體超預期,光伏出海(沙特)的大動作不斷,風電方面,海上風電核准加速、6月裝機規模環比大升,新能源汽車也有無人駕駛技術的催化。從走勢上看,新能源板塊普遍超跌,在市場高低切換的背景下,存在超跌反彈的機會,可關注股價超跌、基本面改善的細分環節龍頭。

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