文 | 龚斯闻 花冠 张帅峰“反内卷”加码落地，产业链盈利重构——电力设备新能源行业周报周度行情回顾2025年07月21日至07月25日，上证综指上涨1.67%，深证成指上涨2.33%，创业板指上涨2.76%。其中申万电力设备上涨3.03%，较沪深300跑赢1.34pct。细分子行业来看，申万光伏设备/风电设备/电池/电网设备分别涨跌3.13%/1.24%/3.36%/3.03%。...
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