证券时报·数据宝统计显示，拉普拉斯今日收盘价为57.01元，上涨2.65%，日换手率为22.14%，成交额 为28.42亿元，全天主力资金净流出9711.34万元，近5日该股累计上涨30.46%，近5日资金合计净流出 6791.90万元。 两融数据显示，该股最新融资余额为3.77亿元，近5日增加7438.03万元，增幅为24.56%。 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） 拉普拉斯1月26日大宗交易平台共发生11笔成交，合计成交量92.80万股，成交金额4591.21万元。以折溢 价进行统计，今日11笔大宗交易成交价相对收盘价均为折价交易。从参与大宗交易营业部来看，机构专 用席位共出现在3笔成交的买方或卖方营业部中，合计成交金额为1401.75万元，净买入1401.75万元。 进一步统计，近3个月内该股累计发生26笔大宗交易，合计成交金额为2.11亿元。 （文章来源：证券时报网） 1月26日拉普拉斯大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日收 | | | | --- | --- | --- | - ...

格隆汇1月26日丨拉普拉斯(688726.SH)公布，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，仍面临较大不确定性。"太空光伏"目前未对公司经营业绩形成实 质影响，相关预期性利好对公司实际经营业绩的影响也具有较大不确定性，请投资者注意理性判断。 ...

拉普拉斯新能源科技股份有限公司（以下简称"公司"或"本公司"） 股票于 2026 年 1 月 22 日、1 月 23 日、1 月 26 日连续三个交易日内日收盘价格 涨幅偏离值累计超过 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》等有关规定，属于股票交易异常波动的情形。 经公司自查并向实际控制人核实，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，仍面临较大不确定性。"太空 光伏"目前未对公司经营业绩形成实质影响，相关预期性利好对公司实际经营业 绩的影响也具有较大不确定性，请投资者注意理性判断。 光伏行业正处于阶段性供需失衡的深度调整期。公司作为光伏电池片核 心设备供应商，订单获取受行业需求与价格趋势、技术发展阶段、政策环境及下 游客户产品竞争力等多方面因素影响，应收款项回款受下游客户财务状况影响， 敬请投资者关注光伏行业深度调整带来的潜在风险。 ...

拉普拉斯公告，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，仍面临较大不确定性。"太空光伏"目前未对公司经营业绩形成实质影响，相关预期性利好对公司 实际经营业绩的影响也具有较大不确定性，请投资者注意理性判断。 ...

1月26日，拉普拉斯大宗交易成交92.8万股，成交额4591.21万元，占当日总成交额的1.59%，成交均价49.47元，较市场收盘价57.01元折价13.22%，其中最高 成交价56.15元，最低成交价47.89元。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) | 成交金额(万元) | 成交量(*) | 买入营业部 | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-26 | 拉普拉斯 | 688726 | 47.89 | 220.29 | 4.6 | 公司南京的公司 | | | 2026-01-26 | 拉普拉斯 | 688726 | 47.89 | 220.29 | 4.6 | | | | 2026-01-26 | 拉普拉斯 | 688726 | 47.89 | 220.29 | 4.6 | | | | 2026-01-26 | 拉普拉斯 | 688726 | 47.89 | 220.29 | 4.6 | | | | 2026-01-26 | 拉普拉斯 | 688726 | 47.89 | 220.2 ...

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10:30，拉普拉斯成交额18.55亿元，创上市以来新高。最新股价上涨7.04%，换手率 14.39%。上一交易日该股全天成交额为12.63亿元。 ...

Core Viewpoint - The emergence of the "space photovoltaic" concept has led to a significant surge in stock prices for 22 related companies, despite many companies in the terrestrial photovoltaic industry struggling with losses. This reflects a strong market sentiment driven by the rapid development of commercial space ventures [1][18]. Group 1: Market Dynamics - A total of 22 stocks related to space photovoltaic technology reached their daily limit up, indicating a robust market reaction to the potential of this new industry [1][18]. - The market is responding to the anticipated demand for solar panels for satellites, with projections suggesting a market size approaching 200 billion RMB if 10,000 satellites are launched annually [7][22]. Group 2: Technological Advancements - The shift from traditional low-power satellites to high-performance satellites resembling "mini data centers" has drastically increased energy demands, making solar energy the primary power source [6][7]. - New technologies, such as Heterojunction (HJT) and perovskite solar cells, are being explored for space applications, potentially reducing costs significantly compared to traditional gallium arsenide cells [11][13]. Group 3: Policy and Investment Trends - The Chinese government has classified commercial space as a strategic emerging industry, providing policy support that encourages investment in this sector [14][22]. - Major investment firms, including Goldman Sachs, have begun to position themselves in companies involved in space photovoltaic technology, indicating strong institutional interest [19][21]. Group 4: Industry Challenges and Opportunities - The terrestrial photovoltaic industry is facing overcapacity and declining profits, prompting companies to seek new growth avenues, such as space photovoltaic technology [16][17]. - The current market for space photovoltaic is seen as a high-margin opportunity, attracting companies looking to leverage their technological expertise in a new domain [17][22].

Core Viewpoint - The "space photovoltaic" concept has gained significant market attention, leading to a surge in the photovoltaic sector, with many stocks experiencing substantial gains [1][2]. Group 1: Market Performance - Companies such as Liancheng CNC and Oputai reached a 30% limit up, while others like Maiwei, Jinko Solar, and Trina Solar saw increases of around 20% [2]. - The Hong Kong market also reflected this trend, with solar energy concept stocks performing strongly [2]. Group 2: Key Developments in Space Photovoltaics - Elon Musk, during the World Economic Forum, emphasized the potential of space photovoltaics, revealing plans for SpaceX and Tesla to achieve an annual solar manufacturing capacity of 100GW within three years [3]. - Musk highlighted that space offers a unique advantage for solar energy generation, with efficiency potentially five times greater than on Earth, and proposed the launch of solar-powered AI satellites [3]. Group 3: Company Initiatives - Trina Solar has made significant advancements in various solar technologies and is collaborating with domestic and international aerospace institutions to promote space photovoltaic applications [4]. - Companies like Arctech and Aotai are actively exploring manufacturing equipment and technologies tailored for space photovoltaic applications [5]. - Other firms, such as Haimu Star and Zhonglai, are developing technologies and products specifically for space photovoltaic systems [5]. Group 4: Market Predictions and Challenges - Analysts predict that the low Earth orbit satellite photovoltaic market in China could exceed $3 billion by 2030, with global market potential reaching $500 billion to $1 trillion if the deployment of 100GW space data centers occurs [6]. - Despite the optimistic outlook, challenges remain, including the high cost of space photovoltaic energy, which is currently estimated at $2-3 per kilowatt-hour compared to $0.03-0.05 for ground-based solar [6]. - The consensus among analysts is that while space photovoltaics present a promising future, significant advancements in cost reduction and efficiency are necessary for economic viability [6][7].

Core Viewpoint - The A-share photovoltaic sector experienced a significant surge on January 23, with a collective rise in stock prices across various companies, driven by market sentiment related to Elon Musk's support for space-based solar power [1][4][6]. Group 1: Market Performance - On January 23, the photovoltaic index (884045.WI) closed at 4411.60 points, marking a substantial increase of 7.46% [3]. - A total of 24 photovoltaic stocks reached their daily limit, with many companies in the sector, including Meichang Co. (300861.SZ), Laplace (688726.SH), and JinkoSolar (688223.SH), seeing price increases of up to 20% [2][4]. - Other notable companies such as Longi Green Energy (601012.SH) and Aiko Solar (600732.SH) also hit their price limits, with increases of 10% [4]. Group 2: Influencing Factors - The surge in the photovoltaic sector is attributed to Elon Musk's remarks at the World Economic Forum, where he expressed strong support for space-based solar power and outlined plans for significant solar production capacity [4][5]. - Musk indicated that SpaceX and Tesla aim to achieve an annual solar manufacturing capacity of 100GW within the next three years, which has generated optimism in the market [5]. - The global interest in space-based solar power is intensifying, with a competitive landscape emerging where state-owned enterprises lead core aerospace tasks while private companies pursue commercial opportunities [5][6]. Group 3: Industry Insights - Musk's acknowledgment of China's solar energy production capabilities, which reach 1500GW annually, highlights the potential for collaboration and support for expanding solar capacity [6]. - The Chinese photovoltaic industry, with its comprehensive supply chain, is positioned to play a crucial role in supporting Musk's future solar production plans [6]. - Current research indicates that Tesla is actively exploring partnerships with Chinese photovoltaic companies, focusing on silicon wafer and module manufacturers, as well as heterojunction technology [6].

Core Viewpoint - The photovoltaic equipment sector experienced a significant increase of 9.05% on January 23, with Liancheng CNC leading the gains. The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1]. Group 1: Stock Performance - Liancheng CNC (code: 920368) closed at 47.16, with a remarkable increase of 29.99% and a trading volume of 282,500 shares, resulting in a transaction value of 1.261 billion yuan [1]. - Oputai (code: 920414) also saw a significant rise of 29.98%, closing at 17.21 with a trading volume of 104,400 shares and a transaction value of 174 million yuan [1]. - Other notable performers included Laplace (code: 688726) with a 20.01% increase, closing at 55.54, and a transaction value of 1.263 billion yuan [1]. Group 2: Capital Flow - The photovoltaic equipment sector saw a net inflow of 8.998 billion yuan from main funds, while retail funds experienced a net outflow of 3.626 billion yuan [2]. - The main funds showed a significant presence in stocks like Longi Green Energy (601012), which had a net inflow of 2.692 billion yuan, accounting for 28.66% of the total [3]. - In contrast, retail investors showed a net outflow from several stocks, including TCL Zhonghuan (002129) and Aiko Solar (600732), indicating a shift in investor sentiment [3].