从交通运输结构看，新能源汽车产业发展势头强劲，铁路、水路货运量占比提升。新能源汽车销量保持 较快增长。近年来，我国新能源车产业从无到有、由小到大，产销量连续10年居全球首位。机动车销售 统一发票数据显示，2025年，国内新能源车销量同比增长25.9%。 从减污控排效应看，环境保护税政策释放减税红利，减污控排效应不断显现。2018年环境保护税开征以 来，全国累计落实环境保护税优惠减免1110.6亿元，其中促进集中处理、提高治污效率减免599.45亿 元，促进清洁生产、减少污染排放减免243.7亿元，促进综合利用、提升治理效益减免261.34亿元。同 时，享受环保税优惠政策的城乡污水和生活垃圾集中处理厂从2021年的5589户增加到2025年的6415户， 增幅达14.78%。2025年，国家重点调控的大气污染物二氧化硫、氮氧化物环保税收入较2020年分别下 降33.8%和34.03%。 中国证券报记者2月9日从国家税务总局获悉，税收大数据分析显示，近年来，我国产业、能源和交通运 输结构持续优化，减排节水效应显现。 从产业结构看，"双高"产业占比持续下降，绿色低碳产业发展良好。"十四五"期间，石油、煤炭及其他 燃 ...

事越大话越少，这对于特斯拉而言，似乎已经成为"习惯"。 近日，据彭博社报道，正当外界还在怀疑特斯拉首席执行官埃隆·马斯克提出的100千兆瓦太阳能产 能宏愿是否可行之时，特斯拉已悄然付诸行动。报道透露，特斯拉正在美国多地选址以启动太阳能电池 制造业务，将外界看似不切实际的目标转化为一场积极的产业推进行动。 迅速选址 持续推进 据悉，太阳能电池是用于制造太阳能电池板的薄晶片。马斯克在播客节目中称，当前美国对进口太 阳能产品征收的关税"高得惊人"。马斯克上月曾表示，特斯拉的目标是实现每年100千兆瓦的太阳能电 池产能，为地球及太空中的数据中心供电。若能达成这一目标，特斯拉将成为美国最大的太阳能制造 商。 2016年，特斯拉以约20亿美元收购了当时经营困难的太阳能公司SolarCity。该公司由马斯克担任董 事长，其堂兄弟负责运营。马斯克在"第二阶段宏图计划"中称，"打造出色的太阳能屋顶"与拓展汽车产 品线一样，都是特斯拉的重要使命。 彭博新能源财经数据显示，美国当前每年太阳能电池产能约为3千兆瓦，其国内太阳能制造产业多 集中于太阳能电池板生产环节。此外，还有报道称，特斯拉的团队近期走访了中国多家太阳能企业，就 太阳 ...

今日（2.9），太空光伏热度高涨，同类光伏最低档的光伏ETF汇添富(516290)飙涨近5%！成交额再度放量，盘中成交4000万元！资金已连续2天净流入！ 消息面上，据业内人士透露，特斯拉正评估美国多个选址，计划扩大太阳能电池制造业务，目标在未来三年内实现每年100吉瓦的太阳能制造能力。上个 月，马斯克在特斯拉财报电话会上表示："太阳能的机会被低估了。" 此外，2月8日，马斯克发帖表示，是时候大规模重返月球了。有消息称，SpaceX正在奥斯丁和西雅图招聘工程师，以开发人工智能卫星和太空数据中心。 马斯克转发相关帖子并回复称：是真的。 注：标的指数成分股仅做展示，不作为个股推介。 中信证券认为，太空光伏需求有望迎来指数级增长。马斯克下注光伏制造，为轨道算力和AI供电铺路。中国头部光伏设备厂商具备极强的高效迭代和快速 响应能力，有望跻身特斯拉和SpaceX等相关设备供应链，并收获高额订单，打开全新成长空间。此外，太空光伏设备或具备明显通胀效应，价值量或将实 现跃迁式提升。重点推荐具备技术、产品和份额优势的光伏各环节设备龙头厂商。 华泰证券指出，近期风电光伏公司陆续完成2025年业绩预告披露，从预期业绩来看，202 ...

科创新能源ETF紧密跟踪上证科创板新能源指数，上证科创板新能源指数从科创板市场中选取50只市值 较大的光伏、风电以及新能源车等领域的上市公司证券作为指数样本，以反映科创板市场代表性新能源 产业上市公司证券的整体表现。 数据显示，截至2026年1月30日，上证科创板新能源指数(000692)前十大权重股分别为天合光能、晶科 能源、阿特斯、奥特维、厦钨新能、大全能源、容百科技、嘉元科技、固德威、天奈科技，前十大权重 股合计占比46.03%。 科创新能源ETF（588830）、创业板新能源ETF鹏华（159261）、光伏ETF鹏华（159863） 光伏概念表现活跃，消息面上，特斯拉正评估美国多个选址，计划扩大太阳能电池制造业务，目标在未 来三年内实现每年100吉瓦的太阳能制造能力。特斯拉副总裁邦妮·埃格尔斯顿、太阳能产品工程高级经 理塞思·温格相继在领英发布岗位，面向全球招募制造工程师与材料科学家，直言要"以极限速度解决规 模化制造难题，助力美国可再生能源突破"。官网招聘更给出明确时间表：2028年底前，在美国本土实 现从原材料端起的100GW一体化光伏制造。兑现马斯克的Tesla的100GW产能，预计第一期10G ...

据知情人士透露，特斯拉目前正评估纽约州、亚利桑那州、爱达荷州等多个选址，计划通过扩产与新建 结合的方式提升产能。其中，纽约州布法罗工厂将成为核心扩产基地，未来产能有望提升至10吉瓦，这 一规模相当于10座核电站的发电能力，特斯拉还考虑在纽约州建设第二座太阳能电池工厂。该制造计划 由特斯拉副总裁Bonne Eggleston牵头推进，目前相关招聘工作已同步启动，特斯拉太阳能产品工程高级 经理Seth Winger也公开招募工程师和科学家，助力项目大规模落地。 马斯克此前在播客节目中直言，美国当前进口太阳能产品面临高额关税，这是特斯拉布局本土制造的重 要原因，同时SpaceX与特斯拉将协同推进百吉瓦产能目标。他还表示，这一产能未来将为地球及太空 中的数据中心供电，为特斯拉的太空与地面业务布局提供能源支撑。不过对于特斯拉的合作意向，爱达 荷州相关部门表示无法确认或否认相关合作，纽约州、亚利桑那州部分相关政府机构则未予回应，纽约 州州长办公室更是明确表示尚未与特斯拉就此接触。 特斯拉的入局，已对美国现有太阳能制造企业产生影响。目前美国本土太阳能制造龙头企业First Solar 预计今年将本土产能提升至14吉瓦，而特 ...

每经AI快讯，2月9日，港股光伏太阳能板块持续拉升，协鑫新能源涨超13%，协鑫科技涨超9%，新特 能源涨超6%，福莱特玻璃涨近6%。 （文章来源：每日经济新闻） ...

Core Viewpoint - The space photovoltaic concept stocks have seen a significant rise, driven by Tesla's acceleration in solar manufacturing and the anticipated exponential growth in space photovoltaic demand [1] Group 1: Stock Performance - JunDa Co., Ltd. (002865) surged by 167.14%, reaching HKD 43.5 [1] - GCL-Poly Energy (03800) increased by 9.01%, trading at HKD 1.21 [1] - Xinte Energy (01799) rose by 6.81%, priced at HKD 7.69 [1] - Flat Glass Group (601865) gained 6.15%, with a price of HKD 11.56 [1] Group 2: Tesla's Solar Manufacturing Plans - Tesla is evaluating multiple options to expand solar production capacity, including increasing the capacity of its Buffalo, New York factory to 10 GW [1] - Additional factories are being considered in New York, Arizona, or Idaho [1] - Elon Musk stated that Tesla aims to produce 100 GW of solar cells annually to power data centers on Earth and in space [1] Group 3: Market Outlook - CITIC Securities reports that the demand for space photovoltaics is expected to experience exponential growth [1] - Musk's investment in photovoltaic manufacturing is paving the way for powering orbital computing and AI [1] - Leading Chinese photovoltaic equipment manufacturers possess strong capabilities for efficient iteration and rapid response, positioning them to enter the supply chains of Tesla and SpaceX, potentially leading to high-value orders and new growth opportunities [1] - Space photovoltaic equipment may exhibit significant inflation effects, with a potential leap in value [1]

Group 1 - The core viewpoint of the article highlights a significant rise in space photovoltaic concept stocks, driven by Tesla's acceleration in solar manufacturing and the potential for exponential growth in space photovoltaic demand [1][1][1] Group 2 - JunDa Co., Ltd. (02865) saw a remarkable increase of 167.14%, trading at 43.5 HKD, while other companies like GCL-Poly Energy (03800), New Special Energy (01799), and Flat Glass Group (06865) also experienced notable gains of 9.01%, 6.81%, and 6.15% respectively [1][1][1] - Tesla is evaluating options to expand its solar production capacity, including increasing the capacity of its Buffalo, New York factory to 10 GW and potentially building additional factories in New York, Arizona, or Idaho [1][1][1] - Elon Musk stated that Tesla aims to produce 100 GW of solar cells annually to power data centers on Earth and in space [1][1][1] Group 3 - According to a report from CITIC Securities, the demand for space photovoltaics is expected to experience exponential growth, with Tesla's investment in solar manufacturing paving the way for powering orbital computing and AI [1][1][1] - Leading Chinese photovoltaic equipment manufacturers possess strong capabilities for efficient iteration and rapid response, positioning them to enter the supply chains of Tesla and SpaceX, potentially securing high-value orders and opening new growth opportunities [1][1][1] - Space photovoltaic equipment may exhibit significant inflation effects, leading to a substantial increase in value [1][1][1]

Group 1 - The Hong Kong stock market's photovoltaic solar energy sector has seen a significant rise, with GCL-Poly Energy increasing by over 10% [1] - GCL-Technology has also experienced a rise of over 8% [1] - Other companies such as Flat Glass Group, New Energy, and Xinyi Glass have followed suit with upward movements in their stock prices [1]

Core Viewpoint - The solar energy company has shown a significant increase in stock price and trading activity, indicating positive market sentiment despite a decline in revenue and net profit year-over-year [1][2]. Group 1: Stock Performance - On February 9, the solar stock rose by 2.34%, reaching 5.69 CNY per share, with a trading volume of 171 million CNY and a turnover rate of 0.76%, resulting in a total market capitalization of 22.33 billion CNY [1]. - Year-to-date, the stock price has increased by 30.00%, with a 4.98% rise over the last five trading days, 22.89% over the last 20 days, and 18.12% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, the company reported a revenue of 4.101 billion CNY, a year-over-year decrease of 14.08%, and a net profit attributable to shareholders of 1.125 billion CNY, down 12.82% compared to the previous year [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders decreased to 152,700, a reduction of 5.53%, while the average number of tradable shares per person increased by 15.18% to 25,672 shares [2]. - The company has distributed a total of 3.564 billion CNY in dividends since its A-share listing, with 1.761 billion CNY distributed over the last three years [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 48.8947 million shares, an increase of 10.2228 million shares from the previous period [3].