当下大热的“碳中和”概念掀起了新一波炒作行情，不过，与传统能源煤炭、钢铁的“起飞行情”相比，也应受到利好刺激的光伏和新能源板块却被资本无情抛弃。昨日光伏龙头通威股份大跌一事持续发酵，恐慌情绪延伸至整个光伏板块，硅料、硅片、电池、组件乃至光伏玻璃等均未能幸免。其中，阳光电源跌超15%，固德威跌超14%，隆基股份跌近9%，多只个股跌停。发生普跌的也不局限在光伏板块，风电板块同样受重挫。风电股龙源电力跌超8%，金风科技跌近5%。通威股份再次大跌，封死跌停，其股份较2月10日创出的55.5元历史峰值已跌超30%，两天市值蒸发362亿元。另外，通威股份全天成交97.5亿元，这一成交额为该股历史最高成交金额。

        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.