异动解读 | 阿特斯太阳能夜盘大涨6.17%,太阳能板块爆发

异动解读
Nov 11, 2025

周一夜盘,阿特斯太阳能(CSIQ)股价大涨6.17%,延续了日间交易的强劲势头。此前,该股在常规交易时段已经上涨超过15%,创下两年多来的新高。

太阳能板块整体表现亮眼。除阿特斯太阳能外,Sunrun(RUN)上涨超过9%,Array Technologies上涨超过8%,SolarEdge Technologies上涨超过7%。值得注意的是,阿特斯太阳能在过去9个交易日里股价已经翻倍,显示出投资者对太阳能行业的强烈信心。

推动阿特斯太阳能股价上涨的一个重要因素是其储能业务的强劲增长。公司2025年第三季度储能产品出货量达到2.7GWh,同比增长50%。阿特斯此前预计今年全球储能发货量在7-9GWh之间,并表示明年的储能出货量预计将比今年有明显增长。此外,人工智能基础设施的扩张推高了全球能源需求,太阳能作为可持续能源解决方案的重要性日益凸显,这也为太阳能行业带来了新的发展机遇。

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