登录新浪财经APP 搜索【信披】查看更多考评等级 ● 光伏行业正处于阶段性供需失衡的深度调整期，敬请投资者关注光伏行业深度调整带来的潜在风险。 公司股价短期波动幅度较大，公司特别提醒广大投资者，注意投资风险，理性决策，审慎投资。 证券代码：688223 证券简称：晶科能源 公告编号：2026-009 债券代码：118034 债券简称：晶能转债 晶科能源股份有限公司股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内 容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ● 晶科能源股份有限公司（以下简称"公司"或"晶科能源"）股票连续3个交易日内（2026年2月2日、 2026年2月3日、2026年2月4日）日收盘价格涨幅偏离值累计达到30%，根据《上海证券交易所交易规 则》《上海证券交易所科创板股票异常交易实时监控细则》的有关规定，属于股票交易异常波动情形。 ● 经公司自查，并向实际控制人、控股股东书面发函核实，截至本公告披露日，公司日常经营情况正 常，未发生重大变化，不存在应披露而未披露的重大信息。 ● 公司已于2026年1月22日披露《 ...

Group 1: A-Share Market Performance - The A-share market showed mixed performance with the Shanghai Composite Index rising to 4102.20 points, up 0.85% [1] - The Shenzhen Component Index increased by 0.21% to 14156.27 points, while the ChiNext Index fell by 0.40% to 3311.51 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 250.33 billion yuan [1] Group 2: Solar Industry Strength - The solar industry chain, particularly the space solar sector, continued to show strength with companies like JinkoSolar and Zhonglai Co. hitting the 20% daily limit [2] - Jingsheng Mechanical & Electrical announced that the "space solar" application is still in the exploratory phase, indicating uncertainty in the industrialization process [2] - JinkoSolar highlighted that space solar energy density is 7 to 10 times higher than ground-based systems, with generation hours increasing by 4 to 7 times [2][4] Group 3: Coal Sector Activity - The coal sector was notably active, with the Shenwan Coal Industry Index rising over 7%, leading all sectors [5] - Companies such as Yanzhou Coal and China Coal Energy saw their stocks hit the daily limit [5] - Recent trends show a stabilization and increase in coal prices, supported by seasonal demand and supply-side policies [5] Group 4: Market Outlook - The A-share market is expected to continue its rebound, with analysts suggesting that the risk of disappointing earnings has diminished [6] - The market is anticipated to experience fluctuations, with a focus on growth styles in the near term [6] - Analysts recommend a balanced strategy in sector allocation, emphasizing technology, materials, and defensive high-dividend assets like coal [6]

一则埃隆·马斯克旗下SpaceX团队和Tesla团队密访中国多家光伏企业的传闻，再度引爆市场。2月4日， 光伏股集体大涨，TCL中环、晶科能源在午后强势封涨停。北京商报记者从业内人士处获悉，马斯克团 队密访传闻属实，涉及光伏产业链硅片、电池、组件等核心领域，调研企业还包括协鑫集团。今年1 月，太空光伏成为A股最为火爆的概念板块，光伏股也迎来一波大涨。经同花顺iFinD统计，今年1月23 日—2月4日，70只光伏股市值"回血"2200亿元。 2月4日，市场有传闻称，马斯克团队近期秘密走访中国多家光伏企业，其中重点考察推进异质结、钙钛 矿技术路线的公司，包括晶科能源、TCL中环等行业龙头。受该消息影响，晶科能源、TCL中环午后股 价直线拉升封上涨停。当日，北京商报记者从协鑫集团官方了解到，"马斯克团队确实来调研了"。 光伏设备板块也掀起涨停潮。除晶科能源"20cm"涨停外，泽润新能、时创能源、中来股份迎 来"20cm"涨停，此外双良节能、永臻股份等也以涨停收盘。 据同花顺iFinD统计，仅2月4日，70只光伏股总市值集体"回血"近900亿元。 今年以来，太空光伏成为资本市场的热门板块。1月22日，马斯克在瑞士达沃 ...

Core Viewpoint - Elon Musk is at the forefront of multiple technological trends, including electric vehicles, humanoid robots, commercial space travel, and now space-based solar power, indicating a significant shift in the energy landscape and potential investment opportunities in the solar industry [1][3]. Group 1: Research and Development in Solar Technology - Musk's team has conducted research on several Chinese photovoltaic companies, focusing on advanced technologies such as Heterojunction (HJT) and perovskite solar cells, which promise higher efficiency and stability [1][2]. - HJT solar cells can achieve a light-to-electricity conversion efficiency of over 24%, making them a key area of interest for future solar energy production [1]. Group 2: Market Dynamics and Future Projections - SpaceX aims to achieve an annual solar manufacturing capacity of 100 GW within the next three years, highlighting the growing importance of solar energy in Musk's broader vision [3]. - The integration of AI with space-based energy networks is expected to lower the cost of AI computing power, with Musk predicting that space will become the most cost-effective location for generating AI computing resources within 2-3 years [3]. Group 3: Industry Sentiment and Challenges - Despite the optimism surrounding space solar power, many companies in the photovoltaic sector remain cautious, with some stating they have not yet engaged in space solar initiatives [5]. - The current state of space solar technology is still in the exploratory phase, and established technologies like gallium arsenide (GaAs) solar cells are still preferred for commercial space applications due to their proven reliability [5]. Group 4: Financial Outlook and Market Trends - The photovoltaic industry is expected to improve by 2026, driven by technological advancements and a shift towards high-value markets like space solar power [4]. - Major players in the solar industry are setting ambitious profitability targets for 2026, with companies like Trina Solar aiming for a profit of at least 200 million yuan [5].

同时，公司提醒，经财务部门初步测算，公司预计2025年年度实现归属于母公司所有者的净利润为-69亿元到-59亿元；预计2025年年度实现归属于母公司 所有者的扣除非经常性损益的净利润为-78亿元到-67亿元。 值得注意的是，2月4日午后，晶科能源股价在9分钟内直线拉升至20%涨停。消息面上，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，证券时报记者以投资者身份致电光伏组件龙头晶科能源核实，接线工作人员回应称，公司近期确实与马斯克团队相关考察团有过接触，考察团对公 司的技术储备、生产设备等进行了了解，但合作意向及具体考察细节不便透露。该工作人员同时透露："国内主流光伏企业也均有考察。" 在股价异动公告中，公司提示，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。 晶科能源表示，目前"太空光伏"尚处技术初步探索阶段，产业化进程受技术发展、行业政策、市场环境等多方面因素影响，未来技 ...

2月4日晚间，晶科能源（688223）发布股价异动公告，公告称，经公司自查，并向实际控制人、控股股东书面发函核实，截至本公告披露日，公 司日常经营情况正常，未发生重大变化，不存在应披露而未披露的重大信息。 晶科能源（688223）最新公告。 值得注意的是，2月4日午后，晶科能源股价在9分钟内直线拉升至20%涨停。消息面上，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，证券时报记者以投资者身份致电光伏组件龙头晶科能源核实，接线工作人员回应称，公司近期确实与马斯克团队相关考察团有过 接触，考察团对公司的技术储备、生产设备等进行了了解，但合作意向及具体考察细节不便透露。该工作人员同时透露："国内主流光伏企业也 均有考察。" 在股价异动公告中，公司提示，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。 晶科能源表示，目前"太空光伏"尚处技术初步探索阶段，产业化进程受技术发展、行业政策 ...

每经编辑｜陈柯名 2连板国晟科技：目前未涉及太空光伏业务 2月4日晚，晶科能源发布股票交易异常波动公告称，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。 此外，晶科能源表示，公司关注到近期资本市场对"太空光伏"等概念关注度较高，相关板块二级市场表现较为活跃。目前"太空光伏"尚处技术初步探索阶 段，产业化进程受技术发展、行业政策、市场环境等多方面因素影响，未来技术应用与产业化落地仍需要一定的时间周期。 截至目前，公司主营业务产品仍聚焦于地面光伏领域，公司未有涉及"太空光伏"的订单收入，未对公司经营业绩造成影响，请投资者注意理性判断。 2月4日午后，光伏板块冲高，太空光伏方向强势领涨，晶科能源迅速拉出20%涨停。 | W | 晶科能源(688223) | | | | | | --- | --- | --- | --- | --- | --- | | | 闭市 02-04 15:00:02 科 通 融 | | | | | | 8.40 | 额 41.4亿 股本 100亿 市盈 --16.7 ...

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]

图片来源：每经媒资库 每经编辑｜黄胜 2月4日，A股太空光伏概念爆发，中来股份20cm涨停，国晟科技2连板。盘后，多家上市公司集体发布公告回应。 高测股份（688556.SH）公告，公司关注到有媒体报道称，公司与马斯克团队有过接触，引起市场关注与讨论。经公司核查，公司目前尚未开展太空光伏相 关业务，未与相关团队开展合作，未签署任何框架性协议或正式协议，未产生相关订单和形成相关收入，未对公司经营业绩造成影响。近期资本市场对"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。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，产业化进程仍面临较大不确定性。敬请广大投资者理性投资，注意投资风险。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 封面图片来源：每日经济新闻 晶科能源（688223.SH）2月4日公告，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 ...

Core Viewpoint - JinkoSolar (JKS.US) shares surged over 18%, reaching $30.09, following rumors that Elon Musk's team secretly visited several Chinese photovoltaic companies, including JinkoSolar [1] Company Summary - JinkoSolar announced that it has not engaged in any cooperation or signed any framework or formal agreements with Musk's team, nor does it have any orders related to this potential collaboration [1] - The company clarified that the "space photovoltaic" initiative is still in the early stages of technological exploration, with an uncertain technical route and no specific feasible projects currently in place [1]