光伏逆变器板块集体上涨 阳光电源涨超12% 市场憧憬关税政策调整

格隆汇7月7日丨A股市场光伏逆变器板块集体上涨，昱能科技涨15%，阳光电源涨超12%，固德威和上能电气涨超8%，禾迈股份涨6%突破1000元大关，成A股第二只千元股，锦浪科技涨近6%。 此前美国301关税中主要针对中国对美直接出口的组件、逆变器产品，加征25%的关税额。近期不断有拜登即将宣布取消部分关税以抑制国内高通胀的消息，市场憧憬美国或调整相关关税政策。禾迈股份今日回应股价破千元大关称，公司微型逆变业务大部分为出口，相关关税政策若调整将是利好。

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