{"id":173457,"date":"2026-07-21T13:44:01","date_gmt":"2026-07-21T05:44:01","guid":{"rendered":"https:\/\/www.gocpmall.com\/?p=173457"},"modified":"2026-07-21T13:44:01","modified_gmt":"2026-07-21T05:44:01","slug":"%e5%85%89%e4%bc%8f%e8%a1%8c%e4%b8%9a%e5%91%a8%e6%8a%a5%ef%bc%8820260706-20260710%ef%bc%89-%e7%a0%94%e7%a9%b6%e6%8a%a5%e5%91%8a%e6%ad%a3%e6%96%87-_-%e6%95%b0%e6%8d%ae%e4%b8%ad%e5%bf%83-_-%e4%b8%9c","status":"publish","type":"post","link":"https:\/\/www.gocpmall.com\/?p=173457","title":{"rendered":"\u5149\u4f0f\u884c\u4e1a\u5468\u62a5\uff0820260706-20260710\uff09-\u7814\u7a76\u62a5\u544a\u6b63\u6587 _ \u6570\u636e\u4e2d\u5fc3 _ \u4e1c\u65b9\u8d22\u5bcc\u7f51"},"content":{"rendered":"

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个股研报搜索: 光伏行业周报（20260706-20260710） | 领 涨 个 股 | 名称 | 相关 | 涨跌幅 | |—| | 资 金 流 入 | 名称 | 相关 | 净流入(万) | |—| 本周光伏设备（申万）指数表现 本周（2026\/07\/06-2026\/07\/10）沪深300指数-1.27%，申万31个行业指数7个上涨，电力设备（申万）指数本周-8.87%，排在第30位，跑输指数7.60pct。电力设备二级行业指数普跌，光伏设备行业指数-7.51%，电池（申万）、电网设备（申万）、其他电源设备Ⅱ（申万）、风电设备（申万）、电机Ⅱ（申万）分别-10.99%、-7.61%、-2.08%、-7.49%、-10.78%。从公司表现看，本周光伏设备行业（申万）公司涨幅居前的是微导纳米、TCL中环、迈为股份，跌幅居前的公司为聚合材料、帝尔激光、锦浪科技、横店东磁、固德威。 产业链价格变动 根据datayes，7月8日硅料成交价33元\/kg，环比持平；硅片成交价为0.97元\/片，环比-1分\/片；电池成交价0.27元\/W，环比-3分\/W；组件成交价为0.75元\/W，环比持平。3.2mm、2mm光伏玻璃价格15、8.3元\/平米，环比持平；银浆价格为15360元\/kg，环比+2.2%。 投资建议 建议聚焦受益于供给侧改革推动的盈利修复、技术迭代带来的α机会以及需求预期边际变化带来的β行情。短期需关注政策落地节奏和技术订单兑现，长期布局高效技术和龙头整合机会。重点关注多晶硅龙头、组件龙头及技术领先企业投资机会。 风险提示 1、原材料价格波动；2、项目开工不及预期；3、贸易摩擦加剧等 郑重声明：东方财富发布此内容旨在传播更多的信息，与本站立场无关，不代表东方财富观点。建议用户在阅读研报过程中，请认真仔细阅读研报里的风险提示、免责声明、重要声明等内容，用户据此操作风险自担。 以下数据基于个股最新报告期
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