晶科能源 (JKS) 在2月26日夜盘交易中,股价暴涨5.44%,引发市场关注。这一大幅涨势的背后,或与当前光伏行业的一些重大动态有关。
首先,太阳能电池板制造商First Solar周二宣布,将对晶科能源提起专利侵权诉讼。First Solar指控晶科能源侵犯了公司提高太阳能电池板效率的TOPCon技术的专利权。此前,双方在该问题的磋商也一直没有进展。此举在一定程度上可能影响到晶科能源的产品生产和销售,引发了市场对公司未来业绩的担忧。
与此同时,国内光伏组件企业近期纷纷上调产品价格,或许也是导致晶科能源股价大涨的另一利好因素。据报道,包括晶科能源在内的多家一线光伏组件厂商,本周陆续上调组件价格,单瓦平均涨价3分左右。这一动态反映出光伏行业需求强劲,竞争加剧,或将有利于头部企业获得更高的利润空间。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.