當(dāng)下大熱的“碳中和”概念掀起了新一波炒作行情，不過，與傳統(tǒng)能源煤炭、鋼鐵的“起飛行情”相比，也應(yīng)受到利好刺激的光伏和新能源板塊卻被資本無情拋棄。昨日光伏龍頭通威股份大跌一事持續(xù)發(fā)酵，恐慌情緒延伸至整個光伏板塊，硅料、硅片、電池、組件乃至光伏玻璃等均未能幸免。其中，陽光電源跌超15%，固德威跌超14%，隆基股份跌近9%，多只個股跌停。發(fā)生普跌的也不局限在光伏板塊，風(fēng)電板塊同樣受重挫。風(fēng)電股龍源電力跌超8%，金風(fēng)科技跌近5%。通威股份再次大跌，封死跌停，其股份較2月10日創(chuàng)出的55.5元歷史峰值已跌超30%，兩天市值蒸發(fā)362億元。另外，通威股份全天成交97.5億元，這一成交額為該股歷史最高成交金額。

        At present, the hot "carbon neutral" concept set off a new wave of speculation, but compared with the "take-off" of traditional energy, coal and steel, photovoltaic and new energy sectors, which should also be stimulated by good news, were mercilessly abandoned by capital.Yesterday, the leading photovoltaic shares of Tongwei continued to ferments, panic sentiment extended to the entire photovoltaic sector, silicon materials, silicon wafers, batteries, modules and even photovoltaic glass were not immune. Among them, the sun power supply fell more than 15%, Gu Dewei fell more than 14%, Longji shares fell nearly 9%, many stocks fell by the daily limit. The general fall is not limited to the photovoltaic plate, wind power plate also suffered a heavy setback. Wind power shares Longyuan Power fell more than 8% and Goldwind Technology fell nearly 5%. Tongwei shares plunged again, closing the limit, and its shares have fallen more than 30 percent from a historic peak of 55.5 yuan on February 10, wiping 36.2 billion yuan off its market value in two days. Separately, Tongwei shares traded 9.75 billion yuan during the day, the highest turnover in the stock's history.