根据公开信息，光是咱们国家提交的卫星星座计划，申请数量就超过了20万颗。 全球的规划总量更是庞大。 具体到眼前，2026年，全球就计划部署大约 4300颗新的低轨卫星。 这已经不是一个未来的概念，而是正在发生的、大规模的工业生产与发射任务。 为什么卫星突然需要这么多"电"？ 这背后是卫星本身功能的巨变。 朋友们，今天A股发生了一件挺有意思的事：在地面光伏行业不少公司还在为亏损发愁的时候，一个叫做"太空光伏"的概念，却让22只相关股票集体冲上了 涨停板。 市场情绪火热得像点了火的火箭。 | 代码 名称 | | | 涨幅%v 主力净流入 | 换手% | 市盈 TTM | 现价 | | --- | --- | --- | --- | --- | --- | --- | | 1 920414 欧普泰 | | +29.98% | 9292.64万 | 17.05 | | 17.2 | | 2 688726 | 拉普拉斯 | +20.01% | 1.37亿 | 10.01 | 30.37 | 55.5 | | 3 300751 迈为股份 | | +20.00% | 3.01 亿 | 3.87 | 109.11 | 324 ...

每经编辑｜张锦河 1月23日，"太空光伏"引爆市场，光伏板块全线走强。 马斯克在与贝莱德CEO拉里·芬克的对谈环节中再次高呼，太阳能就是一切，由此驱动的太空AI数据中 心是唯一答案。 这位特斯拉CEO同时也是SpaceX的CEO及xAI创始人。马斯克表示，太阳在太阳系总质量中占比99.8% 以上、产生的能量接近100%，这就是为什么SpaceX将在未来几年发射太阳能AI卫星的原因。"太空才是 真正蕴藏巨大能量的地方。你不需要占用地球上的任何空间，太空空间如此广阔，你可以将规模扩展到 惊人的程度，我认为最终规模可达到数百太瓦。" 他详解了这套系统的运行逻辑。马斯克表示，SpaceX希望在今年实现星舰（Starship）的完全可重复使 用。"一旦星舰完全可重复使用，太空运输的成本比航空货运更低，大大压缩将大量卫星送入太空的成 本。而太空中利用太阳能的效率是地面的五倍，甚至更高，太空永远阳光普照，也不存在大气衰减。在 太空建造太阳能驱动的AI数据中心是理所当然的选择。" 他补充称，太空背阴面的温度极低，所以只需要让太阳能电池板朝向太阳，再搭配一个背向太阳的散热 系统，避免太阳照射，就能形成一套高效的冷却系统。"太空 ...

1月23日，A股光伏板块迎来大涨。 | 序号 | 代码 | 名称 | 涨跌幅 | | --- | --- | --- | --- | | | 300861 | 美畅股份 | 20.02% | | 2 | 688726 | 拉普拉斯 | 20.01% | | 3 | 688516 | 奥特维 | 20.00% | | 4 | 300118 | 东方日升 | 20.00% | | 5 | 300751 | 迈为股份 | 20.00% | | 6 | 300724 | 捷佳伟创 | 20.00% | | 7 | 688223 | 晶科能源 | 20.00% | | 8 | 300316 | 晶盛机电 | 19.98% | | 9 | 688556 | 高测股份 | 19.97% | | 10 | 300842 | 帝科股份 | 18.94% | | 11 | ୧୫୫୧ରୁ | 天合光能 | 16.77% | | 12 | 688032 | 禾迈股份 | 13.36% | | 13 | 300393 | 中来股份 | 12.60% | | 14 | 688472 | 阿特斯 | 11.56% | | 15 | 688 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 920368 | 连城数控 | 47.16 | 29.99% | 28.25万 | | 12.61亿 | | 920414 | 欧普泰 | 17.21 | 29.98% | 10.44万 | | 1.74亿 | | 688726 | 拉普拉斯 | 55.54 | 20.01% | 23.30万 | | 12.63亿 | | 300051 | 斑升科技 | 10.80 | 20.00% | 1 91.78万 | | 9.46 亿 | | 300118 | 东方日升 | 20.76 | 20.00% | 132.04万 | | 26.41亿 | | 688223 | 晶科能源 | 6.90 | 20.00% | 575.41万 | | 37.68亿 | | 300751 | 迈为股份 | 324.36 | 20.00% | 8.24万 | | 26.02亿 | | 300724 | 捷佳伟创 | 134.10 | 20.00% | 54 ...

Market Overview - The Shanghai Composite Index closed at 4136.16 points, up 0.33% [3] - The Shenzhen Component Index closed at 14439.66 points, up 0.79% [3] - The ChiNext Index closed at 3349.5 points, up 0.63% [3] - The STAR Market Index closed at 1899.78 points, up 1.85% [3] Sector Performance - The photovoltaic industry chain surged, with significant gains in space photovoltaic stocks [4] - The commercial aerospace concept stocks also saw a strong rally, while basic metals experienced a wave of涨停 [4] - AI applications and robotics themes were active, whereas the computing hardware industry chain adjusted, with CPO direction leading the decline [4] Key Sector Gains - Photovoltaic equipment rose by 10.07% with a net inflow of 9.103 billion [5] - BC batteries increased by 8.56% with a net inflow of 7.459 billion [5] - Zinc metal gained 5.01% with a net inflow of 0.933 billion [5] - Lead metal rose by 4.97% with a net inflow of 0.537 billion [5] - Silicon energy increased by 4.85% with a net inflow of 2.835 billion [5] Notable Stocks - Liancheng CNC surged by 29.99% to 47.16 [6] - Optech rose by 29.98% to 17.21 [6] - Laplace increased by 20.01% to 55.54 [6] - Maiwei shares rose by 20.00% to 324.36 [6] - JinkoSolar increased by 20.00% to 6.90 [6] Commercial Aerospace Stocks - Ruihua Tai rose by 20.01% to 25.91 [7] - Qianhe Optoelectronics increased by 20.01% to 39.17 [7] - Deen Precision rose by 20.00% to 31.32 [7] - Multiple stocks in this sector saw gains of 20% or more [7] Capital Flow - Main capital inflows were observed in power equipment, non-ferrous metals, national defense, and machinery sectors [10] - Notable inflows included Longi Green Energy with 2.692 billion, Aerospace Electronics with 1.886 billion, and Goldwind Technology with 1.832 billion [11] - Significant outflows were seen in stocks like New Yisheng with 3.414 billion, TBEA with 3.218 billion, and Zhongji Xuchuang with 3.045 billion [12] Institutional Insights - CITIC Construction pointed out that high silver prices are driving industrial transformation, marking the beginning of the "copper" era in photovoltaic metalization [13] - Huachuang Securities highlighted the significant potential in China's commercial aviation engine market, suggesting focus on three key industry chains [13] - CITIC Securities expects stable sales for the liquor industry during the 2026 Spring Festival, indicating opportunities for bottom-fishing in the sector [14]

海外动态与新兴场景拓展进一步打开了产业增长想象空间。海外层面，马斯克近期披露SpaceX上市及 星舰发射计划，提出向太空发射太阳能AI卫星的畅想、大规模部署太空数据中心的目标，而太空设备 运转对光伏供电的需求，叠加AI算力中心能源瓶颈的现实需求，催生了太空光伏这一新兴赛道，大幅 提升了资本市场想象空间。 1月23日，光伏设备、BC电池板块迎来集体爆发行情。东方财富数据显示，截至发稿，光伏设备板块整 体上涨9.15%、BC电池板块上涨7.56%，超70只个股同步上涨。其中，拉普拉斯、迈为股份、捷佳伟 创、东方日升、奥特维等20cm涨停，晶科能源、华民股份、酉立智能、艾能聚、琏升科技等涨超 10%。 此次板块大涨并非孤立的短期行情脉冲，而是太空光伏赛道的商业化加速、海内外利好推动，叠加政策 端的催化，均成为本次板块拉升的关键因素。 国内层面，近期国家在商业航天领域的密集布局，为太空光伏落地提供了产业土壤。"十五五"规划明确 建议将航空航天列为战略性新兴产业集群，国家航天局商业航天司设立并发布行动计划，明确开放科研 项目和试验设施。 与此同时，我国向国际电信联盟提交超20万颗卫星的频率与轨道资源申请，低轨卫星星座规 ...

Group 1 - The aerospace new materials, forklift electrification for overseas markets, and flexible protective layers for robots are viewed positively by institutions, indicating growth certainty or long-term potential [1] - As of January 23, the Shanghai Composite Index rose by 0.29%, the Shenzhen Component Index increased by 0.55%, and the ChiNext Index went up by 0.27% [1] - The ETF market saw the Kweichow Moutai (588670) increase by 1.04%, with several component stocks such as Laplace (688726.SH) and Zhenray Technology (688270.SH) hitting the daily limit [1] Group 2 - Huatai Securities indicates that large low-orbit constellations will drive the scaling of rockets, with cost reductions and engine performance improvements expected to boost two new materials for rockets [2] - The supply side of aerospace stainless steel is highly segmented and customized, with companies having first-mover advantages likely to gain structural growth opportunities; high-temperature alloy suppliers have a competitive landscape that is favorable [2] - CITIC Securities reports that with rising raw material prices and increased demand for AI and storage, a new round of packaging price increases is anticipated, with a focus on advanced packaging and storage packaging segments [2]

| 鹿山新材 | 27.57 | 10.02% | | --- | --- | --- | | 603051.SH | | | | 隆基绿能 | 19.35 | 10.01% | | 601012.SH | | | | 金辰股份 603396.SH | 41.24 | 10.00% | | 钧达股份 | 99.44 | 10.00% | | 002865.SZ | | | | 爱旭股份 | 14.74 | 10.00% | | 600732.SH | | | | 亚玛顿 | 20.71 | 9.98% | | 002623.SZ | | | | 福斯特 | 17.31 | 9.97% | | 603806.SH | | | 今日光伏多股大涨，截至发稿，Wind太空光伏指数涨超9%。 连城数控30%涨停，迈为科技、拉普拉斯、奥特维、东方日升20%涨停，钧达股份实现2连板，协鑫集 成、太阳能、金晶科技、隆基绿能等逾10股涨停；板块内逾20股涨幅超10%。 | 名称 | 现价 | 涨跌 三 | | --- | --- | --- | | 连城数控 | 47.16 | 29.99% | | 920368.BJ | | ...

Core Viewpoint - The solar photovoltaic sector has experienced significant gains, with the Wind Space Photovoltaic Index rising over 9% as of the latest report, indicating strong market performance in this industry [1]. Group 1: Market Performance - The Wind Space Photovoltaic Index closed at 3727.26, reflecting an increase of 313.04 points or 9.17% from the previous close [2]. - The index recorded a trading volume of 476.87 billion, with 18 stocks rising and only 1 stock declining [2]. - Over 20 stocks within the sector saw gains exceeding 10%, with notable performers including Liancheng CNC, Maiwei Technology, and Laplace, each achieving a 20% increase [2][3]. Group 2: Notable Stocks - Liancheng CNC surged by 29.99% to a price of 47.16, while Maiwei Technology and Laplace both increased by 20% [3]. - Other significant gainers included JinkoSolar at 19.65%, and several companies like Trina Solar and LONGi Green Energy also saw increases around 10% [4][5]. - Tesla CEO Elon Musk announced during the World Economic Forum that SpaceX and Tesla are working to enhance solar energy production capacity, targeting an annual output of 100GW [5].

据天眼查APP显示，拉普拉斯新能源科技股份有限公司成立于2016年05月09日，注册资本40532.6189万 人民币。（数据宝） （文章来源：证券时报网） 数据宝统计，截至09:56，拉普拉斯成交额11.60亿元，创2024年11月1日以来新高。最新股价上涨 20.01%，换手率9.75%。上一交易日该股全天成交额为9.39亿元。 ...