太阳能跟踪器龙头企业NEXTracker Inc（股票代码：NXT）今日盘中大涨5.32%，引发市场关注。
消息面上，摩根大通分析师今日将NEXTracker的目标价从61美元上调至65美元，反映出华尔街对该公司未来发展前景的看好。此外，行业内消息显示，NEXTracker的一家重要供应商酉立智能近期与其签订了一份为期10年的光伏跟踪支架核心零部件产品开发服务协议，这可能进一步巩固NEXTracker的行业领先地位。
值得注意的是，根据行业数据，全球跟踪支架市场规模预计将从2023年的442亿元迅速增长到2027年的1163亿元，年复合增长率高达27.4%。作为行业龙头，NEXTracker有望从这一快速增长的市场中获益。公司从2015年至2023年连续9年光伏跟踪支架出货量位居全球第一，在北美市场更是占据统治地位。随着全球能源转型加速，NEXTracker的增长潜力正吸引着投资者的目光。
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