8月27日盘中，晶科能源(JKS)股价大跌5.04%。消息面上，公司当日发布的2025年半年报显示业绩出现大幅下滑。
根据公告，晶科能源2025年上半年实现营业收入318.31亿元，同比下降32.63%；归属于上市公司股东的净利润为亏损29.09亿元，而去年同期为盈利12亿元，出现由盈转亏。公司表示，业绩下滑的主要原因是光伏市场竞争加剧，光伏产品价格持续下跌导致主营业务收入下降。
尽管业绩承压，晶科能源在技术和市场方面仍保持一定优势。公司N型TigerNeo系列高效组件全球累计出货量约200GW，成为最畅销组件系列。2025年上半年，公司实现光伏组件出货41.84GW，继续位列行业第一。公司预计2025年第三季度组件出货量为20-23GW。
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