公募最新持仓曝光!多家光伏企业遭疯抢

索比光伏网
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公募基金的“加减法”,透露出光伏板块的投资逻辑正发生改变。来源/索比光伏网作者/倪克加法:边际改善与“能见度”根据兴业证券最新研报显示,2025年第二季度,公募基金大幅加仓爱旭股份、帝尔激光等BC概念股以及锦浪科技、固德威等逆变器概念股。其中,爱旭股份和锦浪科技的加仓金额均为8.4亿元,帝尔激光、固德威分别为5.4亿元和3.8亿元。据笔者观察,经营业绩的边际改善以及较强的“能见度”是上述企业备受...

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