l天合光能大跌20%，光伏不香了？
作为老牌光伏组件企业，天合光能（688599.SH）从美股纽交所回归A股之后，成为科创版首家光伏概念性企业。
在我国“碳中和、碳达峰”的战略目标规划下，国家相继发布了《关于 2021 年风电、光伏发电开发建设有关事项的通知》、《关于 2021 年新能源上网电价政策有关事项的通知》和《关于推进电力源网荷储一体化和多能互补发展的指导意见》等政策，推动光伏平价化，加速光伏产业链重构。
光伏板块一时间风头无两，受到市场资金的热烈追捧，天合光能股价从发行价的8.16元/股涨至最高61.97元/股。
但自进入9月份以来，天合光能却震荡下跌，较最高点已下跌近20%，震荡幅度不可谓不大。在蒸蒸日上的光伏产业中，投资者们到底嗅到了什么样的“危机”才让大家如潮水般退去？
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