7月2日周三盘前，晶科能源（JKS）股价大涨5.03%，引发市场关注。多重利好因素助推公司股价走高。
根据晶科能源披露的机构调研纪要，公司三季度排产整体保持稳定，主要受益于印度、太平洋地区、中东和非洲等新兴市场的强劲订单支撑。截至2025年一季度末，公司在手订单规模达85.66亿美元，全年订单可见度较高，为完成年度85-100GW的组件出货目标奠定了坚实基础。
此外，美国参议院通过的最新税收和支出法案中，取消了针对风能和太阳能项目的消费税，这一政策利好也提振了市场对光伏行业的信心。作为全球领先的光伏企业，晶科能源有望从中受益。投资者对公司未来发展前景保持乐观，推动股价上涨。
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