异动解读 | 光伏行业景气度回升,晶科能源盘中大涨5.07%

异动解读
Nov 10, 2025

今日盘中,晶科能源(JKS)股价大涨5.07%,引发市场关注。这一涨势与光伏行业整体向好的趋势密切相关。

据业内分析,光伏产业正迎来新一轮发展机遇。近期,工信部等六部门联合召开光伏产业座谈会,推动行业从规模扩张转向质量提升。这一政策导向有望推动行业景气度持续回升,为龙头企业带来新的增长动力。

作为光伏行业的领军企业之一,晶科能源在技术创新和市场拓展方面表现突出。公司持续加大研发投入,其TOPCon组件技术已将非硅成本降至0.20元/瓦以下,显著提升了产品竞争力。此外,随着全球光伏市场需求持续增长,晶科能源有望从中受益。业内预计,2025年全球光伏新增装机量将突破600GW,为行业龙头企业提供广阔的市场空间。

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