光伏刚刚抬出ICU,大股东就准备提桶跑路?

华尔街见闻
Jul 12, 2025

01 股价已膝斩,大股东仍夺路而逃 对行业得有多么不看好,才会选择在当下来减持套现? 与光伏主材企业尽心竭力回购、维护投资者信心不同,光伏卖铲人似乎根本就不在乎股价——股价膝斩,仍义无反顾地减持自家公司股票。 春江水“冷”鸭先知。这些鸭子或许并不看好这一轮去产能、反内卷吧。 主材和设备企业两种不同的态度,或与他们的商业模式有关。光伏主材是重资产模式,上了牌桌就难下来了;而光伏设备企业普遍轻资产模式...

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