新能源板块大涨点评

每日经济新闻
Sep 24, 2025

今日A股三大指数集体上涨,沪指涨0.83%,深成指涨1.80%,创业板指涨2.28%,北证50指数涨2.03%,全市场成交额达2.35万亿元。其中,光伏50ETF(159864)涨幅达4.03%,创业板新能源ETF国泰(159387)涨幅达3.74%。上涨驱动因素分析锂电:供给端,近年来电池供给端持续收缩,底部特征显著,当前新增资本开支主要集中在自身现金流优异、在手订单饱满、产能利用率较高的头部...

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