周五盘中，晶科能源（JKS）股价大跌5.88%，引发市场关注。新能源板块普遍承压，其中行业龙头宁德时代A股和H股分别下跌6.30%和7.18%。
消息面上，乘联会最新发布的动力电池行业分析报告显示，宁德时代虽然仍保持行业龙头地位，但市场份额已降至5年新低。2025年第三季度，宁德时代的市场份额下滑至41.7%。这一数据可能引发了投资者对新能源行业整体增长放缓的担忧，进而影响了包括晶科能源在内的相关股票。
分析人士指出，新能源行业近期面临增速放缓的压力，市场对行业前景的预期有所调整。晶科能源作为光伏行业的重要参与者，其股价表现在一定程度上反映了市场对整个新能源板块的看法。投资者需密切关注行业政策、市场需求等因素的变化，以评估其对相关公司未来发展的影响。
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