晶科能源(JKS)今日盘中大涨5.17%,引发了市场的广泛关注。
多家媒体报道称,近期多家国内一线光伏组件企业集体上调组件价格,其中晶科能源的光伏组件产品也上调约3分钱每瓦。此外,隆基绿能组件上调5分/瓦,天合光能和正泰组件分别上调3分和2分每瓦。
业内人士分析认为,这一轮组件价格上涨反映出近期光伏行业需求旺盛,竞争加剧。对于头部光伏组件企业而言,产品价格上涨将有利于增厚利润。而作为全球主要组件制造商之一的晶科能源,有望受益于此,从而推动其股价上涨。
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