晶科能源(JKS)今日盘中大涨5.23%，引发了市场的高度关注。
消息面上，中信建投发布研报指出，特斯拉(TSLA.US)正计划从中国设备厂商采购价值29亿美元的光伏组件和电池设备，目标是在2028年底前在美国本土实现100GW的制造产能，且其技术路线预计将优先选择TOPCon。研报分析认为，若此计划落地，晶科能源凭借其在TOPCon技术领域的领先专利壁垒和一体化工艺优势，大概率将成为特斯拉的首选战略合作伙伴，并有望获得可观的专利授权收入。
具体来看，晶科能源在美国拥有大量有效专利，构建了坚固的技术护城河，其山西大基地的垂直一体化产能也完美契合特斯拉从原材料到组件的生产要求。参考相关市场数据，若特斯拉100GW TOPCon产能顺利推进，预计晶科能源每年相关的专利费收入区间可能达到30至100亿元人民币，这显著增强了市场对公司未来盈利能力的乐观预期。
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