近期，马斯克的一番言论引发太空光伏行业狂欢。 当地时间1月22日，特斯拉CEO埃隆·马斯克在瑞士达沃斯世界经济论坛年会期间，在与贝莱德CEO拉里·芬克的对谈中明确力挺太空光伏，并 披露关键产能规划。他表示，SpaceX与特斯拉正同步推进太阳能产能提升，目标在未来三年内实现每年100GW的太阳能制造能力，用于地 面数据中心与太空AI卫星供能。 近日，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。 据21世纪经济报道，针对该传闻，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"。 2月4日午后，光伏板块集体上涨，晶科能源股价直接涨停。 马斯克力挺太空光伏 晶科能源2025年全年业绩呈现亏损加剧态势。数据显示，2025年第一季度至第三季度，公司累计归母净利润分别为-13.9亿元、-29.09亿 元、-39.2亿元。此次年度 ...

Group 1 - The solar stocks experienced a collective surge, with JinkoSolar hitting a 20% limit up, which boosted the solar ETF (159857) index by 3% in the afternoon, marking an 8.7% increase over two days, and attracting subscriptions of 172 million units during the session [1] - The solar ETF (159857) and its off-market index funds (A: 011102, C: 011103) track the CSI Solar Industry Index, covering upstream, midstream, and downstream enterprises in the solar industry, including silicon wafers, polysilicon, solar cells, cables, solar glass, battery modules, inverters, solar brackets, and solar power stations, reflecting the overall performance of the solar industry with a solar content of 83.64%, ranking first in the market [1] Group 2 - Reports indicate that last week, Elon Musk's team conducted research on Chinese solar companies, including TCL Zhonghuan, JinkoSolar, and Jinglong Technology, focusing on heterojunction and perovskite technology routes. JinkoSolar confirmed recent contact with Musk's research team [2] - Previously, Musk expressed strong support for space-based solar power at the Davos Forum, revealing key production capacity plans, with SpaceX and Tesla aiming to achieve an annual solar manufacturing capacity of 100 GW within the next three years [2] - CITIC Securities stated that space-based solar power is not merely a hype, as the technology has crossed the "concept" stage and is on the verge of large-scale deployment, supported by real demand, engineering implementation, and a commercial closed loop [2]

在多次称赞中国光伏（核心股）技术领先后，马斯克团队密访中国多家头部光伏企业，A股"太空光 伏"概念爆发！ 2月4日午后一开盘，A股"太空光伏（核心股）"突然大幅上扬，晶科能源20cm涨停，欧普泰涨近20%， 金辰股份、协鑫集成、易成新能、天合光能、金晶科技涨幅靠前。此外，今日早间中来股份、泽润新 能"20cm"涨停， 双良节能、国晟科技、亚玛顿也先后涨停。 | | | 光伏概念 1 | | | --- | --- | --- | --- | | | | 4590.55 0.67% | | | 成分股 看点 | 基金 | 简况(F10) 资金 | 社区 | | 金部 龙头股 | | 3日内有涨停 连板 连续3日主 | | | 名称/代码 | | 最新 + 涨幅 + 5日涨幅 ÷ | | | 中来股份 | | 10.32 +20.00% +17.14% | | | 300393 | | | | | 首板 量终涨停10:30 光伏背板 | | | | | 晶科能源 | | 8.40 +20.00% +26.51% | | | 688223 | | | | | 首板 最终涨停13:07 TOPCON电池 光伏硅片 | ...

近日，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。 2026.02.04 本文字数：528，阅读时长大约1分钟 来源 |每日经济新闻、21世纪经济报道、智通财经 微信编辑| 苏小 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。专 用邮箱：bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 据21世纪经济报道，针对该传闻，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"。 另据智通财经自业内知情人士处了解到，上周，马斯克团队对包括TCL中环、晶科能源、晶盛机电等中 国光伏企业进行了调研，对此，相关公司并未向智通财经直接回应上述消息的真实性。 此外，更早前，马斯克团队还对部分光伏设备商进行了调研。 2月4日午后，光伏板块集体上涨，晶科能源、 ...

Core Viewpoint - The recent surge in the A-share photovoltaic sector, particularly the space photovoltaic concept, is driven by news of Elon Musk's team secretly visiting multiple Chinese photovoltaic companies to explore potential collaborations [2][3][4]. Group 1: Market Reaction - On February 4, the A-share photovoltaic sector experienced a strong rally, with JinkoSolar hitting a 20% limit up, and several other companies like ZERUN New Energy and Zhonglai Co. also reaching their daily limits [2]. - The market is reacting positively to the potential collaboration between Musk's team and Chinese photovoltaic firms, which are known for their core manufacturing capabilities and cost advantages [3]. Group 2: Musk's Exploration and Technology Focus - Musk's team has reportedly focused on advanced technology routes, particularly heterojunction and perovskite solar cells, during their visits to Chinese companies [3][4]. - The exploration includes various segments such as equipment, silicon wafers, and battery components, indicating a comprehensive interest in the photovoltaic supply chain [3]. Group 3: Space Photovoltaic Concept - The space photovoltaic concept is gaining traction as it aligns with the growing demand for AI computing power and space exploration, making it a new focal point in the capital market [4]. - Musk's announcement of plans to build a photovoltaic base with an annual capacity of 200 GW to support ground data centers and space AI satellites has further fueled interest in this sector [6]. Group 4: Future Projections and Industry Outlook - Research institutions are optimistic about the long-term potential of space photovoltaics, with expectations of a significant increase in demand due to the deployment of millions of computing satellites by SpaceX [8]. - Analysts suggest that the energy needs for AI data centers will double by 2035, and space photovoltaics could provide a sustainable solution to meet this demand [8][9].

格隆汇2月4日｜TCL中环直线拉升涨停，晶科能源涨停，晶盛机电拉升逼近20CM涨停。消息面上，据 报，上周马斯克团队对包括TCL中环、晶科能源、晶盛机电等中国光伏企业进行了调研。 ...

2026.02. 04 近日，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。 据21世纪经济报道，针对该传闻，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 "。 另据界面新闻自业内知情人士处了解到，上周，马斯克团队对包括TCL中环、晶科能源、晶盛机电等中国光伏企业进行了调研，对此，相关公司并未向 界面新闻直接回应上述消息的真实性。 此外，更早前，马斯克团队还对部分光伏设备商进行了调研。 2月4日午后，光伏板块集体上涨，晶科能源、TCL中环股价直接触达涨停。 品科能源(688223) W 交易中 02-04 13:56:53 科 通 融 8.40 额 39.54亿 股本 100.05亿 市盈 -16.7 万得 盘口 +20.00% 换 5.22% 市值1840亿 市净 3.08 +1 40 十月4 五日 ...

午后，太空光伏概念再度拉升。晶科能源（688223）直线"20cm"涨停，此前中来股份、拓日新能涨停，天合光能、金晶科技、ST京机等涨幅靠前。 | 中来股份 | 10.32 | 20.00% | 0.00% | | --- | --- | --- | --- | | 300393.SZ | | | | | 晶科能源 | 8.40 | 20.00% | 0.84% | | 688223.SH | | | | | 拓日新能 | 7.04 | 10.00% | 0.00% | | 002218.SZ | | | | | 天合光能 | 22.17 | 9.32% | 1.60% | | 688599.SH | | | | | 金晶科技 | 6.81 | 6.41% | 0.15% | | 600586.SH | | | | | ST京机 | 14.95 | 4.99% | 0.00% | | 000821.SZ | | | | | 捷佳伟创 | 148.55 | 4.09% | 0.49% | | 300724.SZ | | | | | 西子洁能 | 18.57 | 3.86% | -0.54% | | 002534 ...

针对该传闻，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"。（21财经，泽塔） #马斯克团队密访中国光伏企业# 【马斯克团队密访中国多家光伏企业？晶科能源：公司有与考察团接 触】#晶科能源回应接触马斯克团队# 2月4日，A股太空光伏板块迎来强势爆发，截至午盘，太空光伏指 数大涨2.73%，其中，中来股份直线拉升，20CM涨停，拓日新能涨停，晶科能源、金晶科技、天合光 能等跟涨。 消息面上，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。 ...

Core Viewpoint - Solar stocks experienced a significant rise in the afternoon trading session, driven by rumors of Elon Musk's team visiting multiple Chinese solar companies for potential collaboration and technology assessment [1] Group 1: Stock Performance - JunDa Co., Ltd. (02865) saw an increase of 10.39%, reaching HKD 50.45 [1] - GCL-Poly Energy Holdings Limited (03800) rose by 4.76%, trading at HKD 1.1 [1] - Xinyi Solar Holdings Limited (00968) increased by 4.34%, priced at HKD 3.61 [1] - Flat Glass Group Co., Ltd. (06865) gained 2.41%, with a share price of HKD 11.47 [1] Group 2: Market Rumors and Investigations - Reports indicated that Elon Musk's team conducted secret visits to various Chinese solar enterprises, focusing on equipment, silicon wafers, and battery components, particularly those utilizing heterojunction and perovskite technologies [1] - A representative from JinkoSolar, a leading solar module manufacturer, confirmed contact with Musk's investigation team, noting that the team inquired about the company's technological capabilities and production equipment, although specific collaboration intentions were not disclosed [1] - The representative also mentioned that other major domestic solar companies were similarly approached for assessments [1]