Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of Chinese solar-power expert LDK Solar (NYSE: LDK) are catching some sun today, rising as high as 10.3% in fairly heavy morning trading.

So what: The catalyst for solar stocks today is the news that Germany is giving up on nuclear power and redirecting its energy investments toward wind and solar power. Germany is already the world's largest market for solar panels, so this is market-moving news indeed.

Now what: LDK is obviously not the only beneficiary of the German anti-nukes decision, and competitors from little JA Solar Holdings (Nasdaq: JASO) and ReneSola (NYSE: SOL) to industry giant First Solar (Nasdaq: FSLR) also recorded respectable jumps today. But none flew as high as LDK, and for good reason: LDK derived nearly 20% of its sales from Germany last year, while First Solar stopped at a 10% German exposure and many others don't even break that market out in their SEC filings. In short, LDK is a proven supplier to this particular market and probably stands to benefit more than most from today's big news.

Interested in more info on LDK Solar? Add it to your watchlist.

Fool contributor Anders Bylund holds no position in any of the companies discussed here. Motley Fool newsletter services have recommended buying shares of First Solar. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool is investors writing for investors.