异动解读 | 晶科能源盘中大涨8.84%,获美国大型仓储太阳能项目订单

异动解读
Oct 29, 2025

10月29日盘中,晶科能源(JKS)股价大涨8.84%,报24.5美元,引发市场关注。

消息面上,晶科能源宣布为美国华盛顿州里奇兰市好市多(Costco)仓库太阳能项目供应高效EAGLEG6组件。这一订单显示晶科能源在美国商业光伏市场的竞争力正在增强,有望带动公司海外业务的进一步增长。

分析人士认为,此次订单对晶科能源意义重大。一方面,好市多作为全球知名零售巨头,其选用晶科能源的产品体现了对公司技术实力的认可;另一方面,美国商业光伏市场潜力巨大,此次成功进入或将为晶科能源带来更多类似项目机会。投资者对公司未来业绩预期的改善,是推动股价大涨的主要原因。

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