Group 1 - The A-share photovoltaic sector experienced a sharp decline, with several popular concept stocks dropping approximately 5% as the market shifted from a heated phase to a "cooling period" [1] - The rapid market reversal was primarily driven by two factors: the release of announcements by multiple listed companies clarifying business uncertainties and a statement from the China Photovoltaic Industry Association indicating that space photovoltaic technology is still in the early stages of exploration and verification [1][2] - On February 4, around seven related concept stocks issued announcements regarding abnormal trading fluctuations or risk warnings [2] Group 2 - Guosheng Technology clarified that it does not engage in space photovoltaic business, despite recent stock price fluctuations, and warned investors about market risks [3] - Jinjing Technology reported a projected net loss of approximately 560 million yuan for 2025 and indicated that its TCO glass revenue is currently a small portion of its total income [4] - Shuangliang Energy stated that it has not confirmed any revenue related to commercial space projects and emphasized the uncertainties surrounding the commercialization of space photovoltaic technology [5] Group 3 - Jingsheng Mechanical and JinkoSolar both noted that space photovoltaic technology is still in the initial exploration phase, with significant uncertainties in the industrialization process [6][7] - Tian Tong Co. announced that it does not produce light module products and warned investors about the risks associated with market speculation [8] - The market buzz around space photovoltaic concepts was fueled by rumors of SpaceX's team visiting several Chinese photovoltaic companies, which led to stock price surges [9] Group 4 - The China Photovoltaic Industry Association emphasized the importance of mature and replicable manufacturing capabilities for the successful commercialization of new technologies [10] - The association encouraged Chinese photovoltaic companies to leverage their advantages in manufacturing to seek partnerships with leading global commercial space enterprises [11][12]

Group 1 - Fujian State-owned Assets Management Company plans to reduce its stake in Fuguang Co., Ltd. by up to 3%, amounting to a maximum of 481.68 million shares [1] - Ice Wheel Environment Technology Co., Ltd. intends to reduce its stake in Qingda Environmental Protection by up to 3%, totaling a maximum of 372.68 million shares [2] - Wang Zhong, a shareholder of Jiangshan Oupai, plans to reduce his stake by up to 3%, which equates to a maximum of 531.51 million shares [6] Group 2 - Huadong Medicine's subsidiary, Zhejiang Daer Biotechnology Co., Ltd., received approval for a clinical trial of DR10624 injection for hypertriglyceridemia [3] - Guangdong Construction won a bid for a lithium battery intelligent manufacturing project worth 1.524 billion yuan [4] - Qilu Bank reported a net profit of 5.713 billion yuan for 2025, a year-on-year increase of 14.58% [5] Group 3 - Chang'an Automobile plans to repurchase shares worth between 1 billion and 2 billion yuan [8] - The company reported a January sales figure of 134,700 vehicles, a year-on-year decrease of 51.14% [31] - Foton Motor's January sales reached 55,553 vehicles, reflecting a year-on-year growth of 10.99% [35] Group 4 - Hongchang Technology plans to acquire a 21% stake in Liangzhi Joint Technology for 54.6 million yuan, aiming for control [11] - Suwen Electric Power's subsidiary is participating in an investment fund focused on high-tech industries [19] - Tangyuan Electric's application for a stock issuance to specific investors has been approved by the CSRC [20] Group 5 - JinkoSolar announced it has no orders related to "space photovoltaics" and remains focused on ground photovoltaic products [39] - High Measurement Co. clarified that it has not engaged in any space photovoltaic business or collaborations with relevant teams [40] - Jin Jing Technology noted that the TCO glass market is still small and has minimal impact on its revenue [13]

Core Viewpoint - The news highlights the recent interest in space photovoltaic technology sparked by Elon Musk's teams from SpaceX and Tesla conducting research on Chinese photovoltaic companies, leading to significant stock price movements in related A-share companies. Group 1: Market Reactions - The space photovoltaic index saw increases of 7.48% and 5.10% on February 3 and 4, respectively, with companies like JinkoSolar and Zhonglai Co. hitting the 20% daily limit up [4]. - Several companies, including JinkoSolar and Trina Solar, experienced significant stock price increases, with JinkoSolar's stock reaching a closing price of 22.09, up 8.93% [2][4]. Group 2: Company Responses - JinkoSolar issued a statement clarifying that while there were rumors of contact with Musk's team, no formal agreements or orders have been established, and the technology is still in the exploratory phase [4][5]. - High Measurement Co. confirmed it has not engaged in any space photovoltaic business or collaborations with Musk's teams, emphasizing the uncertainty surrounding the commercialization of space photovoltaic technology [5][6]. - Other companies like Guosheng Technology and Shuangliang Energy also stated they have not been approached by Musk's team and are not involved in space photovoltaic projects, reiterating the exploratory nature of the technology [8][9]. Group 3: Industry Insights - Space photovoltaic energy refers to harnessing solar energy in outer space and transmitting it wirelessly to Earth or powering satellites and space stations, positioning it as a strategic solution for commercial space and high-end applications [9]. - According to research from China International Capital Corporation, the demand for space photovoltaic technology is expected to grow significantly, potentially reaching a market size of hundreds of billions by 2030, particularly as low Earth orbit satellites become more prevalent [10].

Core Viewpoint - The stock of Shandong Jinjing Technology Co., Ltd. experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over three consecutive trading days from February 2 to February 4, 2026, as per the regulations of the Shanghai Stock Exchange [2][4][8]. Group 1: Stock Trading Abnormality - The company's stock price deviation was noted to exceed 20% over three consecutive trading days, qualifying as an abnormal trading fluctuation [4][8]. - The company confirmed that there were no undisclosed significant matters affecting the stock price, following inquiries with its controlling shareholder and actual controller [5][11]. Group 2: Business Operations and Financial Performance - The company is engaged in the development, production, and sales of construction and energy-saving glass, soda ash, and photovoltaic glass, and reported that its operations are currently normal [5]. - The company anticipates a net loss of approximately 560 million yuan for the fiscal year 2025, with a net profit of around -580 million yuan after excluding non-recurring gains and losses [9]. Group 3: Market and Media Attention - The company acknowledged market interest in its TCO glass market developments, noting that the TCO glass industry is still relatively small and its sales revenue had a low impact on overall revenue for the first nine months of 2025 [6].

Key Points - JinkoSolar has not reported any revenue from "space photovoltaic" orders [1] - Shuangliang Energy has not yet engaged in any space photovoltaic-related business [1] - CITIC Bank has increased its investment in CITIC Financial Leasing Co., Ltd. by 2 billion yuan [1] - Palm Holdings has won a bid for the construction project of high-standard farmland in Shuyang District, Shangqiu City for 2025 [1] - Shanghai Pharmaceuticals plans to transfer its 30% stake in Amgen [1] - Huanxu Electronics expects a net profit of 1.853 billion yuan for 2025, a year-on-year increase of 12.16% [1] - Changan Automobile plans to repurchase shares worth 1 billion to 2 billion yuan [2] - Jinpu Garden plans to reduce its shareholding by no more than 2% [1] - Sileck's subsidiary has received a project confirmation letter from a client, with an expected procurement volume of approximately 360 million cylindrical battery shells [2] - Zhongwen Online intends to collaborate with Tencent on the authorization of animated micro-short dramas [2]

视频丨王学权 2月4日，A股太空光伏概念强势爆发。太空光伏指数（8841929）大涨 5.1%，晶科能源、中来股份（300393）20CM 涨停，拓日 新能（002218）、天合光能、金晶科技（600586）等概念股也大涨。 2连板双良节能：目前尚未开展太空光伏相关的业务 晶科能源2月4日晚间公告称，公司股票于2026年2月2日、2月3日、2月4日连续三个交易日内日收盘价格涨幅偏离值累计超过 30%，属于股票交易异常波动的情形。市场传闻，马斯克团队近期秘密走访了中国多家光伏企业，公司与马斯克考察团接触。 经核实，截至目前，公司未与相关团队开展任何合作，亦未签署任何框架性协议或正式协议，未有在手订单。目前"太空光 伏"尚处技术初步探索阶段，技术路线尚不确定，且尚未有具体落地可行的项目。 另据证券时报，2月4日，对于埃隆·马斯克旗下SpaceX等团队近日到访中国多家光伏企业的传闻，协鑫集团相关负责人当日晚间 回应称，今日马斯克旗下公司团队考察了协鑫集团，该团队对协鑫在美国的颗粒硅与钙钛矿业务布局进行了了解。 受马斯克团队调研消息影响，今日太空光伏概念股全线走强。盘后，A股多家公司就太空光伏相关业务发布公告： 2连 ...

记者丨 毕凤至 编辑丨黎雨桐 视频丨王学权 2月4日，A股太空光伏概念强势爆发。太空光伏指数（8841929）大涨 5.1%，晶科能源、中来 股份20CM 涨停，拓日新能、天合光能、金晶科技等概念股也大涨。 双良节能公告称，近期资本市场对"商业航天""太空光伏"等概念板块关注度显著提升，相关个 股市场表现活跃。公司最近两年未确认与商业航天项目相关的营业收入，后续相关业务的开展 存在一定的不确定性；公司与光伏行业相关的主营产品包括多晶硅还原炉系统、单晶硅及高效 光伏组件，当前"太空光伏"仍处于技术探索与地面验证阶段，其商业化路径、成本结构、在轨 运维体系等均存在重大不确定性，尚未形成可规模化落地的产业闭环，对公司当前业绩尚无实 质性贡献。公司目前尚未开展太空光伏相关的业务，对公司当前业绩无实质性影响。 消息面上，2月4日，市场有传闻称，马斯克团队近期秘密走访了中国多家光伏企业，考察项目 涉及设备、硅片、电池组件等环节，其中重点考察了有异质结、钙钛矿技术路线的光伏企业。 | 太空治伏指数(8841929) | | | | | --- | --- | --- | --- | | 4033.38 195.86 5.1 ...

（编辑 任世碧） 证券日报网讯 2月4日，金晶科技发布公告称，公司股票于2026年2月2日、2月3日、2月4日连续三个交 易日内日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情形。公司核查发现的重大事项和 风险事项：经公司自查，并书面征询公司控股股东、实际控制人，截至本公告披露日，除公司已披露的 事项外，不存在其他应披露而未披露的重大信息。风险提示：敬请广大投资者理性决策，注意投资风 险。 ...

Core Viewpoint - The A-share photovoltaic sector experienced a significant surge, driven by the recent visit of Elon Musk's team to multiple photovoltaic companies in China, focusing on advanced technologies in the industry [1] Group 1: Market Reaction - Major companies such as Zhonglai Co., JinkoSolar, and TCL Zhonghuan saw their stock prices hit the daily limit, while others like Jinglong Technology and Jin Jing Technology also experienced substantial gains [1] - The Tai Kong Photovoltaic Index rose by 2.73%, reflecting the overall positive sentiment in the market [1] Group 2: Musk's Team Visit - Musk's team, primarily from SpaceX, conducted a low-profile investigation into the photovoltaic industry, covering the entire supply chain from silicon wafers to battery components and equipment [1] - The focus of the investigation was on two cutting-edge technologies: Heterojunction (HJT) and perovskite [1] Group 3: Company Responses - JinkoSolar confirmed contact with Musk's team, stating that the team inquired about the company's technological reserves and production equipment, but details on cooperation intentions were not disclosed [2] - TCL Zhonghuan and Jinglong Technology were also mentioned in the investigation list, but they did not confirm the authenticity of the news [2] Group 4: Strategic Intent - There are speculations that Musk's team is considering procuring HJT battery production lines due to their high automation and low labor requirements, aligning with production needs in the U.S. [3] - Musk aims to achieve an annual solar manufacturing capacity of 100GW over the next three years, with some capacity directed towards SpaceX's space photovoltaic projects [3] - SpaceX has applied to the FCC to deploy up to 1 million satellites in low Earth orbit, with solar energy being the primary power source for these satellites [3]

Core Viewpoint - The company has noted market interest in the progress of TCO glass, indicating that the TCO glass industry is currently small and has a low impact on the company's overall revenue for the period from January to September 2025 [1] Group 1 - The TCO glass industry market is still relatively small [1] - Preliminary statistics show that TCO glass sales revenue will have a low proportion of total revenue for the period from January to September 2025 [1] - The impact of TCO glass sales on the company's overall revenue during this period is expected to be minimal [1]