签约仪式前，孙建江会见了高纪凡一行。孙建江表示，生态绿色是长三角一体化发展示范区的底色和核 心特征，这与光伏及新能源产业的内涵完全契合、高度匹配。作为示范区的重要组成部分，吴江区位优 越、产业基础良好，是布局绿色低碳示范项目的理想之地，欢迎天合光能深度参与区域发展，与吴江共 同打造光伏建筑一体化标杆项目，推动绿色低碳理念与城市发展、产业升级、文化生活深度融合。 高纪凡对吴江区长期以来给予天合光能的关注与支持表示感谢。他表示，天合光能愿意与吴江区共同探 索光伏与绿色建筑、城市更新、产业园区建设深度融合的新模式、新标准，力争打造出既美观又高效、 兼具科技感与文化底蕴的示范项目，为未来更大范围的推广积累实践经验。 2026年1月20日，天合光能与吴江区举行签约仪式，共同推进天合绿建项目在吴江开发区的实施。区委 书记孙建江，天合光能董事长高纪凡出席仪式并见证签约。 天合光能创立于1997年，并于2020年登陆科创板，成为首家在科创板上市的光储企业。天合绿建(BIPV) 总部项目由天合光能旗下控股子公司——天合绿建(上海)光伏科技有限公司(以下简称"天合绿建")投资 打造。 副区长方勇，东方国资董事长张彦红、天合光能高 ...

Core Viewpoint - The photovoltaic sector is experiencing a significant surge, with major companies like JinkoSolar and LONGi Green Energy seeing substantial stock price increases, driven by market speculation and potential collaborations with SpaceX [1][3]. Group 1: Market Performance - JinkoSolar's stock hit a 20% limit up, while other companies like OPPO Tech and Trina Solar rose over 25% and 8% respectively [1]. - Various photovoltaic ETFs, including the Photovoltaic ETF Fund and Photovoltaic 50 ETF, have also shown positive performance, with increases ranging from 1.76% to 3.04% [2]. Group 2: Industry Developments - Reports indicate that Elon Musk's team has been visiting multiple Chinese photovoltaic companies to explore potential collaborations, focusing on technologies like heterojunction and perovskite [3]. - SpaceX's recent announcement of merging with xAI highlights the increasing demand for energy-efficient solutions, which could significantly boost the photovoltaic industry's growth [3]. Group 3: Future Demand Projections - National securities firms predict a substantial increase in space-based photovoltaic demand, estimating a potential requirement of 100 GW per year driven by the launch of satellites with high computational power [4]. - The anticipated construction of 200 GW of photovoltaic capacity by SpaceX and Tesla in the next three years is expected to create explosive demand for photovoltaic equipment and technology [5]. Group 4: Investment Opportunities - Chinese photovoltaic manufacturers are positioned to benefit from the global shift in manufacturing dynamics, as they lead in technologies that are currently lacking in the U.S. market [5]. - The photovoltaic industry is still undervalued historically, presenting potential investment opportunities, particularly in perovskite solar cells and integrated component manufacturers [5].

编辑 ｜ 钉钉 消息面上，据多家媒体报道，近期马斯克旗下的SPACE X团队和Tesla团队"摸底"中国光伏企业，其中 TESLA团队目前仅是验厂阶段，到访多家产业链企业；SPACE X团队主要到访光伏设备厂，并与国内 某头部异质结设备厂有订单合作，但基于商业保密要求等因素，未作公开。 2月4日午后，太空光伏板块走强，晶科能源、中来股份20%涨停，拓日新能涨停，天合光能涨超8%， 乾照光电涨近4%，通威股份涨超3%。 | 名称 | 现价 | 涨跌幅, | | --- | --- | --- | | 晶科能源 | 8.40 | 20.00% | | 中来股份 | 10.32 | 20.00% | | 拓日新能 | 7.04 | 10.00% | | 天合光能 | 22.04 | 8.68% | | 金晶科技 | 6.81 | 6.41% | | ST京机 | 14.95 | 4.99% | | 捷佳伟创 | 148.47 | 4.04% | ...

编辑 ｜ 钉钉 | 名称 | 现价 | 涨跌幅 - | | --- | --- | --- | | 晶科能源 | 8.40 | 20.00% | | 中来股份 | 10.32 | 20.00% | | 拓日新能 | 7.04 | 10.00% | | 天合光能 | 22.04 | 8.68% | | 金晶科技 | 6.81 | 6.41% | | ST京机 | 14.95 | 4.99% | | 捷佳伟创 | 148.47 | 4.04% | 消息面上，据多家媒体报道，近期马斯克旗下的SPACE X团队和Tesla团队"摸底"中国光伏企业，其中TESLA团队目前仅是验 厂阶段，到访多家产业链企业；SPACE X团队主要到访光伏设备厂，并与国内某头部异质结设备厂有订单合作，但基于商业保 密要求等因素，未作公开。 2月4日午后，太空光伏板块走强，晶科能源、中来股份20%涨停，拓日新能涨停，天合光能涨超8%，乾照光电涨近4%，通 威股份涨超3%。 ...

午后太空光伏（核心股）概念再度拉升，晶科能源20cm涨停，中来股份上午便已经20cm涨停，拓日新能上午涨停，天合光能涨超9%。 | < 日 | 太空光伏指数(8841929) | | | | --- | --- | --- | --- | | | 4003.48 165.96 4.32% | | | | 资料 | 资讯 相关基金 成分 | | 月度 | | 名称 | | 现价 | 污 | | 晶科能源 | | 8.40 | | | 688223.SH | | | | | 中来股份 | | 10.32 | 2 | | 300393.SZ | | | | | 拓日新能 | | 7.04 | | | 002218.SZ | | | | | 天合光能 | | 22.16 | | | 688599.SH | | | | | 捷佳伟创 | | 152.17 | | | 300724.SZ | | | | | 金晶科技 | | 6.81 | | | 600586.SH | | | | | ST京机 | | 14.95 | | | 000821.SZ | | | | | HTTH | 18.56 | | --- | --- ...

Group 1 - The core viewpoint of the news is that the A-share market for perovskite concept stocks has seen a significant surge, driven by Elon Musk's comments on building a space solar AI data center and a 200GW photovoltaic capacity plan [1] - Notable stocks that experienced strong performance include Zhonglai Co., which hit a 20% limit up, Yamaton and Tuori New Energy, both reaching a 10% limit up, and JinkoSolar rising over 7% [1] - The market's attention towards domestic photovoltaic companies has sharply increased, particularly after reports of Musk's team secretly visiting several Chinese photovoltaic firms to assess projects related to equipment, silicon wafers, and battery components, focusing on heterojunction and perovskite technology [1] Group 2 - Zhonglai Co. (300393) saw a 20% increase, with a total market value of 11.2 billion and a year-to-date increase of 54.03% [2] - Yamaton (002623) increased by 10.01%, with a market value of 5.665 billion and a year-to-date increase of 57.24% [2] - Tuori New Energy (002218) also rose by 10%, with a market value of 9.948 billion and a year-to-date increase of 62.21% [2] - JinkoSolar (688223) increased by 7.14%, with a market value of 75 billion and a year-to-date increase of 32.98% [2] - Other notable stocks include Xizi Clean Energy (5.43% increase), Jinjing Technology (5.31% increase), and Lushan New Materials (5.02% increase), with respective market values of 15.8 billion, 9.553 billion, and 4.5 billion [2]

Core Viewpoint - Trina Solar's stock rose by 5.08% to 21.31 CNY per share, with a trading volume of 1.483 billion CNY and a market capitalization of 49.92 billion CNY as of February 4 [1] Company Overview - Trina Solar is located in Changzhou, Jiangsu Province, and was established on December 26, 1997, with its IPO on June 10, 2020 [1] - The company operates in three main business segments: photovoltaic products, photovoltaic systems, and smart energy [1] - Revenue composition: photovoltaic products account for 64.66%, system solutions 21.23%, other services 5.54%, digital energy services 4.42%, and storage business 4.14% [1] Shareholder Insights - E Fund's ETF, the E Fund SSE STAR 50 ETF (588080), is among the top ten shareholders of Trina Solar, having reduced its holdings by 6.8877 million shares to 47.2624 million shares, representing 2.17% of the circulating shares [2] - The ETF has achieved a year-to-date return of 9.43% and a one-year return of 54.77% [2] Fund Performance - The E Fund SSE STAR 50 ETF (588080) has a total asset size of 119.408 billion CNY, with the fund manager Lin Weibin having a tenure of 12 years and 339 days, achieving a best return of 84.18% during his tenure [3] - The E Fund SSE STAR New Energy ETF (589960) holds 907,900 shares of Trina Solar, making it the third-largest holding, with a net asset proportion of 6.05% [4] - The E Fund SSE STAR New Energy ETF (589960) has a total asset size of 7.328 billion CNY, with a year-to-date return of 15.21% [5]

Group 1 - The market attention on domestic photovoltaic industry has surged due to Elon Musk's comments regarding the construction of a space solar AI data center and a 200GW photovoltaic capacity plan [1] - Musk's team has reportedly visited multiple Chinese photovoltaic companies to assess projects related to equipment, silicon wafers, and battery components, focusing on companies utilizing heterojunction and perovskite technology [1] - A photovoltaic company confirmed contact with Musk's team, stating that the details of the visit need to remain confidential [1] Group 2 - According to predictions from over five institutions, 16 perovskite battery concept stocks are expected to have a net profit growth rate exceeding 20% in both 2026 and 2027 [2] - As of February 2, the average increase of these 16 concept stocks this year has been 14.66%, with specific companies like Junda Co., Dike Co., and Aolaide seeing cumulative increases of over 30% [2] - The market capitalization and projected net profit growth rates for several key companies in the perovskite sector are as follows: Dike Co. (150.09 billion, 180.63% growth), Junda Co. (229.61 billion, 142.52% growth), and Longi Green Energy (1336.77 billion, 125.68% growth) [2]

Group 1 - Jinan University and Shanghai Jiao Tong University teams achieved a flexible perovskite solar cell with a conversion efficiency of 24.52% and maintained 92.5% of its initial efficiency after 10,000 bends [1] - The current mainstream solar cell technology is gallium arsenide, which has advantages such as high temperature resistance and high conversion efficiency, but its high cost (15-20% of satellite manufacturing costs) limits large-scale applications [1] - Perovskite solar cells have a power density of 23W/s, significantly higher than gallium arsenide, and can reduce equipment depreciation by eliminating high-value TCO glass [1] Group 2 - The perovskite-silicon tandem solar cells are seen as a promising niche market for space applications, driven by clear national policies and diversified enterprises, with expectations for commercial breakthroughs between 2028 and 2030 [2] - SpaceX plans to launch up to 1 million satellites to create an "orbital data center," which could revolutionize energy efficiency by utilizing solar energy in space [2] - The International Telecommunication Union predicts that by the end of 2025, over 100,000 low-Earth orbit satellites will be registered, indicating a strong demand for satellite launches [2] Group 3 - UBS predicts that global demand for space photovoltaics will rise from 0.3 GW in 2026 to 115 GW by 2035, representing a growth of over 300 times in ten years [3] - Several listed companies are actively investing in the perovskite sector, with Trina Solar revealing its long-term layout in crystalline silicon batteries and perovskite tandem batteries [3] - Companies like Dike Co. and Shanghai Port Bay are expanding into space photovoltaic applications, with Dike focusing on electronic paste and Shanghai Port Bay's subsidiary working on satellite energy systems [3] Group 4 - Guosheng Securities notes that Chinese photovoltaic companies with aerospace certification and delivery capabilities are transitioning from ground support to core space applications, indicating a potential growth area in space photovoltaics [4] - Guohai Securities highlights the increasing demand for space photovoltaics, driven by the rise in satellite launches and the shift from communication satellites to more power-intensive computing satellites [4] Group 5 - JunDa Co. is entering the low Earth orbit and space photovoltaic market by investing 30 million yuan for a 16.67% stake in Shanghai Xingyi Xinneng [6] - GCL-Poly achieved a breakthrough in GTC perovskite tandem battery technology with a conversion efficiency of 33.31% and is applying for patents to enhance battery performance [6] - Aerospace Holdings is involved in satellite manufacturing and space energy, possessing relevant technology reserves for satellite energy systems [6]

本公司董事会及全体董事保证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。 天合光能股份有限公司（以下简称"公司"）于2026年1月23日召开公司第三届董事会第四十次会议，审 议通过了《关于〈天合光能股份有限公司2026年限制性股票激励计划（草案）〉及其摘要的议案》等相 关议案。根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）等相关规定，公司对《天合 光能股份有限公司2026年限制性股票激励计划（草案）》（以下简称"《激励计划（草案）》"）中首次 授予激励对象名单在公司内部进行了公示，公司董事会薪酬与考核委员会结合公示情况对拟激励对象进 行了核查，相关公示情况及核查意见如下： 一、公示情况及核查方式 1、公示情况 公司于2026年1月24日在上海证券交易所网站（http://www.sse.com.cn）披露了《激励计划（草案）》及 其摘要公告、《天合光能股份有限公司2026年限制性股票激励计划实施考核管理办法》《天合光能股份 有限公司2026年限制性股票激励计划首次授予激励对象名单》（以下简称"《激励对象名单》"）。 公司于2026年1月 ...