Market Overview - The A-share market experienced a significant upward trend on February 3, with the Shanghai Composite Index closing at 4067.74 points, up 1.29%. The Shenzhen Component rose by 2.19%, the ChiNext Index increased by 1.86%, the Sci-Tech Innovation Index gained 2.44%, and the Northbound 50 Index surged by 3.27%. The total trading volume across the Shanghai and Shenzhen markets reached 25,656 billion yuan [1]. Sector Performance - Over 4,800 stocks in the market saw gains, with the photovoltaic industry chain showing strong performance, particularly in the space photovoltaic sector, where companies like Aotewei and Zerun New Energy hit the daily limit with a 20% increase [3]. - The commercial aerospace sector rebounded, with stocks such as Jieli Suojin and Aerospace Development also reaching the daily limit [3]. - The chemical sector remained active, with Wanfeng shares achieving a four-day limit increase [3]. - The precious metals concept saw localized activity, with Hunan Gold hitting the daily limit [4][5]. Precious Metals Market - The precious metals market saw a sharp rebound, with Hunan Gold achieving a remarkable 7-day, 6-limit increase. Other notable performers included Xiaocheng Technology, which rose over 18%, and Zijin Mining, which increased by over 6% [5]. - On February 3, gold prices surged, with spot gold rising over 5% to surpass $4,900 per ounce, while silver also maintained an upward trend, increasing over 8% to break through $86 per ounce [6]. - According to China Galaxy Securities, the recent decline in precious metal prices can be viewed as a market-driven cooling following a period of rapid price increases, rather than a panic exit of funds. This price correction is seen as a normal phenomenon that helps release overheated market sentiment [6]. - Guotai Junan Securities indicated that the recent significant drop in precious metal prices is a technical adjustment to the irrational increases seen since the beginning of the year, rather than the end of a long-term upward trend for gold. The decline in speculative sentiment and leverage levels is expected to support a healthier upward trend for gold in the near term [6]. Computing Power Leasing Sector - The computing power leasing sector showed continued strength, with Tianwei Vision experiencing a direct limit increase [7][8]. - Other companies in this sector, such as Wangsu Technology and Capital Online, saw increases of over 10% [8]. - The CPO concept also performed actively, with Robotech hitting a 20% limit increase, and companies like Juguang Technology, Dekeli, and Tianfu Communication rising over 10% [8]. - According to Dongwu Securities, major overseas cloud providers have begun raising prices for their services, marking the first increase in years. This trend is expected to influence domestic cloud providers to follow suit, creating investment opportunities in the AI cloud industry as demand increases [8].

2月3日，A股全天下来共有83只涨停股、22只跌停股。钙钛矿电池概念活跃，ST京机2连板，钧达股 份、国晟科技等涨停；BC电池概念走强，罗博特科、奥特维等涨停。 *ST万方连续16日跌停，*ST精伦连续6日跌停，*ST春天连续4日跌停，白银有色、*ST海华等连续3日 跌停，*ST岩石、*ST恒久等连续2日跌停，*ST椰岛、*ST亚振跌停。 连板股方面，湖南黄金7天6板，ST京蓝7天5板，百川股份5天4板，横店影视、万丰股份等4连板，新华 百货4天3板，*ST东易、杭电股份等3连板，润贝航科4天2板，天通股份、红宝丽3天2板，中超控股、 顺钠股份等2连板，东阳光、中集集团等涨停。 ...

太空光伏概念再度爆发，领涨两市！最低费率的光伏ETF汇添富(516290)强势大涨4.5%！盘中成交额已超5000万元，近5日有3日获资 金关注！ 注：标的指数成分股仅做展示，不作为个股推介。 商业航天蓬勃发展，太空光伏作为其电源系统升级的核心方向，在星座批量组网的牵引下，正迈向技术路线升级与产业化交付的新阶 段。 与此同时，2026年1月28日，有关部门再次召开光伏行业"反内卷"座谈会，明确将通过并购重组、标准引领等手段破除"内卷式"竞 争。叠加将于4月1日正式实施的光伏出口退税取消政策，行业落后产能的出清速度有望大幅加快、头部企业的市占率和议价能力将得 到进一步巩固。 国盛证券此前指出，卫星数量激增使得高可靠、高比功率的太空光伏系统从配套组件"升级为战略基础设施"，需求呈指数级增长。钙 钛矿被视为下一代太空光伏终极方案。在全球太空能源需求爆发、中美供应链加速重构的双重驱动下，具备航天认证资质、技术验证 背书与规模化交付能力的中国光伏企业，正从"地面配套"迈向"天基核心"，太空光伏需求或成下一个增长蓝海。 中金公司指出，商业航天蓬勃发展背景下，太空光伏作为其电源系统升级的核心方向，在星座批量组网的牵引下正迈 ...

Market Overview - A-shares experienced a significant rebound with all three major indices rising, particularly the ChiNext Index which surged over 2% [2] - The photovoltaic industry index saw a notable increase of 4.78%, while military and aerospace indices also rose by over 3% [2] - The market structure indicates that the main drivers of the rebound were the active photovoltaic and commercial aerospace sectors [2] Photovoltaic Sector - The photovoltaic sector saw widespread gains, with TOPcon battery concept stocks leading the market [6] - Key stocks included: - Aotewei recorded a 20% limit-up - Shuangliang Energy and Fostek both hit 10% limit-up - Maiwei shares rose by 11.77% [7][8] - The demand for space-based photovoltaic energy is expected to become a new growth area, driven by global space energy needs and supply chain restructuring [9] Commercial Aerospace Sector - The commercial aerospace sector also saw rapid gains, with stocks like Tongyu Communication and Aerospace Development hitting the 10% limit-up [10][11] - The successful testing of a liquid rocket engine by a private aerospace company is expected to bolster confidence in the sector [11] Precious Metals Sector - The precious metals sector continued to decline, with several stocks hitting the 10% limit-down, including Zhaojin Gold and Sichuan Gold [15] - Despite the drop in stocks, spot gold and silver prices rebounded, with gold reaching $4,809 per ounce, up over 3% [17]

Market Overview - A-shares experienced a collective rise in major indices, with the Shanghai Composite Index closing at 4031.07 points, up 0.38%, and the Shenzhen Component Index rising by 0.93% [2] - The total trading volume in the Shanghai and Shenzhen markets reached 161.69 billion yuan by midday [2] Sector Performance - The commercial aerospace sector saw significant gains, with multiple stocks hitting the daily limit up, including Aerospace Development and JuLi Sockets [4] - The photovoltaic sector continued to strengthen, with stocks like Shuangliang Energy and JunDa Co. reaching their daily limit up shortly after market open [4] - The chemical sector also experienced a rally, with WanFeng Co. achieving a fourth consecutive limit up [9] Key Stocks - Aotewei reached a 20% limit up, while other stocks such as Dike Co. and Maiwei Co. saw increases of over 10% [6][7] - JunDa Co. announced a share placement to fund research and production of space photovoltaic battery products, and it also invested 30 million yuan for a 16.67% stake in Shanghai Xingyi Xinneng [8] Industry Insights - According to CICC, the development of commercial aerospace is driving the space photovoltaic sector towards a new phase of technological upgrades and industrial delivery [8] - Guosheng Securities noted that the demand for space photovoltaic energy is expected to become a new growth area, driven by the global demand for space energy and the restructuring of supply chains [8] - The chemical industry is expected to evolve with a shift from market share focus to profitability, alongside opportunities for high-end export replacements due to declines in Europe and Japan [9][10]

Market Overview - The A-share market experienced a significant rebound, with all three major indices rising collectively. The ChiNext Index surged over 2% at one point, driven by notable gains in the photovoltaic and commercial aerospace sectors [2][3] - The photovoltaic industry index rose by 4.78%, while military and aerospace indices, as well as satellite communication indices, saw increases exceeding 3% [2] Photovoltaic Sector - The photovoltaic sector saw widespread gains, particularly in the TOPcon battery concept stocks, which led the market rally. Key stocks included: - Aotewei reached a 20% limit up - Shuangliang Energy and Fostech both hit 10% limit up - Maiwei shares increased by 11%, while Jing Sheng Machinery surged over 17% [5][6] - The overall performance of the photovoltaic sector was strong, with multiple stocks showing significant increases, indicating robust investor interest [5][7] Commercial Aerospace Sector - The commercial aerospace sector also experienced a rapid rise, with stocks such as Tongyu Communication and Aerospace Development hitting the 10% limit up. Other stocks in this sector saw increases of over 5% [8][9] - The sector's growth is supported by recent developments, including successful tests of liquid rocket engines by Star Glory Aerospace Technology Group, which enhances the reliability of their products [8] Precious Metals Sector - In contrast, the precious metals sector faced a downturn, with several stocks experiencing significant declines. Notable declines included: - Zhaojin Gold and Sichuan Gold both hit the 10% limit down - Shandong Gold fell over 6% [10][11] - Despite the overall decline in the sector, spot gold and silver prices showed signs of recovery, with gold rebounding to approximately $4,809 per ounce, marking a daily increase of over 3% [12]

2月3日，A股三大股指早盘高开低走触底反弹，截止午盘，沪指涨0.38%报4031.07点，深成指涨0.93%报13952.38点，创业 板指涨0.76%报3289.03点，科创50指数跌0.27%报1446.93点。沪深两市半日成交额1.6万亿，较上个交易日缩量385亿。全市场 超4400只个股上涨。 盘面热点较为杂乱，商业航天（核心股）概念爆发，十余只成分股涨停，巨力索具、通宇通讯、神剑股份、中超控股涨 停。光伏（核心股）概念持续走强，双良节能、奥特维涨停。化工（核心股）板块拉升，红宝丽3天2板，万丰股份4连板。AI 应用概念反复活跃，下跌方面，有色金属板块再度下挫，贵金属概念领跌，四川黄金、招金黄金等多股跌停。 热门板块 CPO等算力（核心股）硬件股继续走强 CPO等算力（核心股）硬件股继续走强，罗博特科、天孚通信涨超10%，股价均创历史新高，太辰光、炬光科技、光库科 技、天通股份等跟涨。 消息面上，国盛证券表示，算力（核心股）产业链高景气周期背景下，光模块头部厂商在大陆和泰国加速扩产，预计光模 块行业2026年一季度将迎来产能集中释放，驱动业绩进入新一轮爬坡期。 太空光伏（核心股）概念拉升 太空光伏（核 ...

2月3日午间，A股半日下来共有52只涨停股、31只跌停股。钙钛矿电池概念活跃，ST京机2连板，沃格 光电等涨停；BC电池概念走强，奥特维、钧达股份涨停。 连板股方面，ST京蓝（维权）7天5板，百川股份5天4板，横店影视、万丰股份等4连板，杭电股份、名 雕股份3连板，润贝航科4天2板，天通股份、红宝丽3天2板，中超控股、顺钠股份等2连板，中集集团、 航天发展等涨停。 *ST万方（维权）连续16日跌停，*ST精伦连续6日跌停，*ST春天（维权）连续4日跌停，*ST海华、 *ST智胜等连续3日跌停，*ST岩石、*ST恒久（维权）等连续2日跌停，*ST椰岛跌停。 MACD金叉信号形成，这些股涨势不错！ ...

早盘，太空光伏概念震荡拉升。双良节能直线涨停，奥特维"20cm"涨停，迈为股份、帝科股份、国晟科技等多股跟涨。消息面上，当地时间2月2日，美 国企业家马斯克旗下的太空探索技术公司（SpaceX）发表声明，宣布已收购同属于马斯克旗下的人工智能企业xAI公司。xAI公司同时也发表声明，证明 已"加入SpaceX"。 9:40 4838.93个 9:40 4837.48J 9:40 4837.89个 9:40 4836.94J 9:40 4837.31个 4464.27 -4.20% 9:40 4837.20↓ 量比 9:40 4836.837 9:40 4837.10↑ k 7 9:40 4836.85J 9:40 4836.95个 白酒概念股持续活跃。皇台酒业触及涨停 ，金徽酒、利通科技、贵州茅台等多股跟涨。消息面上，国信证券表示，近期白酒、地产等前期滞涨板块表现 较优，其背后逻辑是春季行情进入下半场后，市场结构分化趋于收敛。 | ▼ | 白酒概念 1 | | --- | --- | | | 7377.30 0.11% | | 成分股 看点 | 基金 资金 新闻 | | 実部 龙头股 | 3日内有涨停 连板 连 ...

Core Viewpoint - The "space photovoltaic" concept has become a major focus in the secondary market, significantly influenced by Tesla CEO Elon Musk's endorsements, with the relevant index rising 19.83% in the past month, outperforming the CSI 300 index's 1.18% increase [1] Group 1: Market Performance - The space photovoltaic concept index has seen a substantial increase, with notable stocks such as JunDa Co., Ltd. rising by 84.62%, Mingyang Smart Energy increasing by 60.22%, and Jiejia Weichuang up by 44.04% over the past 20 days [1] - Several photovoltaic companies have experienced significant stock price surges, triggering trading anomalies, with stocks like Dongfang Risen and Laplace exceeding a cumulative price deviation of 30% over multiple trading days [3] Group 2: Technology and Feasibility - Space photovoltaic energy involves utilizing solar photovoltaic technology in outer space to generate and supply energy, with the potential for direct power transmission to Earth or powering satellites and space stations [3] - The feasibility of space photovoltaic technology is supported by the abundant sunlight in space and the ability to deploy photovoltaic components on satellites, with near-Earth orbit satellites experiencing over 60% sunlight exposure [3] - Despite the market enthusiasm, the industry faces significant uncertainties regarding the maturity and long-term reliability of the technology, as well as the economic viability required for large-scale commercialization [4][5] Group 3: Industry Insights - Industry insiders indicate that the application scenarios for space photovoltaic technology are still in the exploratory phase, with many companies in the secondary market not yet supplying products to commercial space satellite companies [4] - Analysts emphasize that space photovoltaic technology is currently in the early stages, requiring validation of technical routes and economic benefits for large-scale commercial applications [5] - The current cost of space photovoltaic energy is estimated to be around $2-3 per kilowatt-hour, significantly higher than ground photovoltaic costs of $0.03-0.05 per kilowatt-hour, highlighting the economic challenges ahead [6] Group 4: Future Outlook - Companies like Trina Solar and HaiMuxing express optimism about the future of space photovoltaic technology, with ongoing collaborations with leading aerospace institutions to accumulate practical experience [6] - The commercial viability of space photovoltaic technology is projected to gradually materialize over the next 10 to 15 years, driven by decreasing launch costs and breakthroughs in battery technology [7]