新能源早参|光伏招标需求回暖,新能源板块迎来景气修复

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4月16日,新能源产业链表现强势。新能源ETF(516270)上涨1.95%,持仓股中宁德时代上涨5.33%,市值首次突破2万亿元大关,更创下历史新高,跃居全市场第三位。与此同时,光伏ETF(159618)上涨1.32%,创业板50ETF(159949)3.40%。  消息面上,据集邦光储观察不完全统计,2026年3月共公布了约11.35GW光伏组件招标,环比大幅增长。随着京能集团2GW ...

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