异动解读 | 特斯拉计划采购中国光伏设备,晶科能源盘前大涨5.39%

异动解读
Mar 20

晶科能源今日盘前股价大幅上涨5.39%,引起了市场的广泛关注。

消息面上,市场传闻特斯拉计划采购较大规模的中国光伏设备,涉及数家上市公司,合同规模在吉瓦级。这一消息提振了整个光伏板块的情绪,作为全球领先的光伏产品制造商,晶科能源被认为可能从中受益。

特斯拉首席执行官马斯克曾表示太阳能可以满足美国所有的电力需求,包括不断增长的数据中心用电需求。特斯拉的目标是在2028年底前,在美国本土实现从原材料开始的100吉瓦太阳能制造。市场预期,此次采购计划将为中国光伏产业链带来新的增长动力。

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