金吾财讯 | 光伏太阳能股随大市走高，截至发稿，福莱特玻璃(06865)涨4.67%，信义光能(00968)涨4.36%，协鑫新能源(00451)涨2.38%，信义玻璃(00868)涨2.31%，新特能源(01799)涨1.81%，信义能源(03868)涨1.56%，协合新能源(00182)涨1.27%。消息面上，华泰证券研报表示，2025年上半年电力设备新能源板块归母净利同比高增。今年以来新能源车产业链需求向好，叠加供给释放放缓，多数环节价格企稳，看好供需拐点已现环节中具备优势的企业。2025年上半年国内大储装机与招标同比高增，独立储能盈利模式完善刺激市场化需求，建议关注国内储能及新兴市场板块。光伏抢装驱动产业链量利齐升，看好“反内卷”稳步推进。风电业绩持续向上，看好风机+海风板块。工控行业景气向上，继续看好AIDC产业链机会。
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