证券日报网讯2月6日，横店东磁（002056）在互动平台回答投资者提问时表示，公司未与马斯克太空光 伏考察团队接触。公司产品涵盖P型和N型高效晶硅太阳能电池组件，已形成大规模、低成本制造体 系，现有产品面向地面应用。钙钛矿+硅叠层是中长期太空光伏最有潜力的路线之一，公司有通过与国 内重点高校合作开发的方式进行叠层钙钛矿布局，目前效率近30%。 ...

格隆汇2月6日丨横店东磁(002056.SZ)在投资者互动平台表示，公司产品涵盖P型和N型高效晶硅太阳能 电池组件，已形成大规模、低成本制造体系，现有产品面向地面应用。钙钛矿+硅叠层是中长期太空光 伏最有潜力的路线之一，公司有通过与国内重点高校合作开发的方式进行叠层钙钛矿布局，目前效率近 30%。 ...

格隆汇2月6日丨横店东磁(002056.SZ)在投资者互动平台表示，公司产品涵盖P型和N型高效晶硅太阳能 电池组件，已形成大规模、低成本制造体系，现有产品面向地面应用。钙钛矿+硅叠层是中长期太空光 伏最有潜力的路线之一，公司有通过与国内重点高校合作开发的方式进行叠层钙钛矿布局，目前效率近 30%。 ...

Group 1 - The company is actively pursuing a deep internationalization strategy, having established 4 production bases and over 20 marketing or warehousing centers overseas [1] - More than 40% of the company's revenue comes from international markets across 70 countries and regions, with Europe, the United States, Japan, and South Korea being the primary markets [1]

Core Viewpoint - Hengdian East Magnetic (002056.SZ) is actively engaging in the BBU sector while its ternary lithium battery products are applicable in various fields such as electric two-wheelers, smart home devices, electric tools, and BBU [1] Group 1 - The company’s ternary lithium battery products have a wide range of applications [1] - The company is currently focusing on the BBU field and is in discussions with relevant clients [1]

责任编辑：小浪快报 广发国证新能源车电池ETF（159755）成立日期2021年6月15日，最新规模140.86亿。今年以来亏损 0.48%，同类排名5095/5566；近一年收益65.88%，同类排名450/4285；成立以来收益6.41%。 广发国证新能源车电池ETF（159755）基金经理为罗国庆。 截至发稿，罗国庆累计任职时间10年119天，现任基金资产总规模1166.78亿元，任职期间最佳基金回报 109.05%， 任职期间最差基金回报-48.08%。 资料显示，横店集团东磁股份有限公司位于浙江省东阳市横店华夏大道233号东磁大厦，成立日期1999 年3月30日，上市日期2006年8月2日，公司主营业务涉及永磁铁氧体、软磁铁氧体、其他磁性材料(永磁 烧结料粉和永磁粘结料粉)及电池、太阳能光伏产品的生产和销售。主营业务收入构成为：光伏产品 67.47%，磁性材料16.24%，锂电池10.77%，器件3.62%，其他(含其他业务收入)1.89%。 从横店东磁十大流通股东角度 数据显示，广发基金旗下1只基金位居横店东磁十大流通股东。广发国证新能源车电池ETF（159755） 三季度新进十大流通股东，持有股 ...

（文章来源：证券日报） 证券日报网讯 2月3日，横店东磁在互动平台回答投资者提问时表示，目前公司产业基金刚刚完成投资 落地，尚在合作初期，暂无直接业务往来。 ...

证券日报网讯2月3日，横店东磁（002056）在互动平台回答投资者提问时表示，股价受经济环境、行业 政策、市场、投资者心理预期等诸多因素影响。目前公司一方面持续聚焦主业，通过技术创新、多元化 市场布局与修炼内功巩固竞争优势，提升经营质量；另一方面积极通过业绩说明会、路演等多种渠道与 市场保持透明沟通，传递长期价值。 ...

Group 1 - Company Sunlight Power (300274) is a leading domestic enterprise in photovoltaic inverters, covering the entire industry chain including energy storage systems and photovoltaic power station development [1][43] - The company has strong technical capabilities in power electronics and system integration, with products suitable for various applications including residential, commercial, and large-scale ground power stations [1][43] - In the space photovoltaic and computing power sector, Sunlight Power's technology can be adapted for space applications, providing stable power support for space computing centers [1][43][44] Group 2 - Longi Green Energy (601012) is a leading domestic photovoltaic company focusing on the research and production of monocrystalline silicon rods and wafers, with a complete vertical integration in the industry chain [2][45] - The company excels in new generation high-efficiency battery technologies such as N-type TOPCon and HJT, with significant cost control and technical advantages [2][45] - Longi's ultra-thin silicon wafer technology meets the stringent requirements for space photovoltaic components, enabling reduced weight and improved energy efficiency for space computing centers [2][45] Group 3 - Tongwei Co., Ltd. (600438) is a dual leader in photovoltaic silicon materials and battery production, with a strong focus on high-purity crystalline silicon and photovoltaic battery manufacturing [3][46] - The company has a high market share in high-purity silicon production and is well-positioned to meet the rigorous standards required for space photovoltaic components [3][46] - Tongwei's efficient battery technology can enhance power generation in space photovoltaic applications, positioning the company as a key supplier in the space photovoltaic supply chain [3][46] Group 4 - Deye Technology (605117) is a quality enterprise with core businesses in dehumidification equipment and photovoltaic energy storage systems, excelling in household and commercial energy storage solutions [4][43] - The company's energy storage technology is crucial for providing stable energy supply in space photovoltaic applications, addressing intermittent power generation issues [4][43][44] - Deye's experience in developing equipment for extreme environments positions it well to adapt products for space applications [4][43] Group 5 - Jingcheng Machinery (300316) is a leading domestic enterprise in photovoltaic crystal growth equipment, focusing on high-end equipment for photovoltaic manufacturing [5][6] - The company's technology supports the production of high-purity silicon crystals and ultra-thin silicon wafers, essential for space photovoltaic components [5][6] - As the space photovoltaic industry matures, Jingcheng is expected to provide core manufacturing equipment for the space photovoltaic supply chain [5][6] Group 6 - Maiwei Co., Ltd. (300751) is a leading enterprise in photovoltaic battery equipment, specializing in HJT and perovskite tandem battery technologies [7][41] - The company's equipment is crucial for the mass production of high-efficiency batteries that meet the stringent requirements of space photovoltaic applications [7][41] - Maiwei's technology can support the development of space-specific battery manufacturing equipment, enhancing energy system efficiency for space computing centers [7][41] Group 7 - Foster (603806) is a global leader in photovoltaic packaging materials, focusing on EVA and POE films, with a strong market presence [8][43] - The company's packaging materials are essential for ensuring the durability and performance of photovoltaic components in extreme space environments [8][43] - Foster aims to develop specialized packaging materials for space applications, enhancing the reliability of space photovoltaic systems [8][43] Group 8 - JinkoSolar (002459) is a global leader in photovoltaic modules, with a comprehensive business model covering silicon wafers, battery cells, and modules [10][43] - The company has a strong technical foundation and global production capabilities, allowing it to meet diverse application needs [10][43] - JinkoSolar's module manufacturing technology is well-suited for space applications, with the potential to become a core supplier for space photovoltaic systems [10][43] Group 9 - TCL Zhonghuan (002129) is a core enterprise in the silicon wafer sector, focusing on monocrystalline silicon materials and semiconductor materials [12][43] - The company's high-purity silicon technology is critical for space photovoltaic components, meeting the stringent requirements for purity and performance [12][43] - TCL Zhonghuan is positioned to develop space-specific silicon products, enhancing its role in the space photovoltaic supply chain [12][43] Group 10 - Aerospace Electromechanical (600151) is a leading enterprise in the integration of aerospace and photovoltaic technologies, covering the entire industry chain from component manufacturing to power station operation [19][43] - The company's aerospace power technology can be directly applied to space photovoltaic systems, providing essential energy management solutions [19][43] - With its experience in satellite systems, Aerospace Electromechanical is well-positioned to participate in the development of space computing centers [19][43]

Core Viewpoint - The A-share market is witnessing a surge in space photovoltaic concept stocks, driven by the strategic importance of space-based artificial intelligence and the global competition for low Earth orbit resources [1] Group 1: Market Performance - Foster (福斯特) reached a limit-up increase of 10%, with a total market value of 48.8 billion and a year-to-date increase of 33.95% [2] - Junda Co. (钧达股份) rose by 7.25%, with a market value of 33.4 billion and a year-to-date increase of 96.78% [2] - JA Solar Technology (晶澳科技) increased by 6.14%, with a market value of 39.5 billion and a year-to-date increase of 4.10% [2] - Trina Solar (天合光能) saw a rise of 5.58%, with a market value of 46.5 billion and a year-to-date increase of 20.06% [2] - Other notable increases include: - Flat Glass Group (福莱特) at 5.56% [2] - Yamaton (亚玛顿) at 5.44% [2] - Aiko Solar (爱旭股份) at 5.39% [2] - Zhonglai Co. (中来股份) at 4.40% [2] Group 2: Industry Insights - CITIC Securities emphasizes that space photovoltaics are not merely speculative but are on the verge of large-scale deployment, driven by new demands from "space computing power + AI" and the ongoing competition for low Earth orbit resources [1] - The development of space photovoltaics is linked to national strategic needs for satellite deployment, communication capabilities, and the integration of computing power and AI [1] - CICC notes that with the booming commercial space sector, space photovoltaics are becoming a core direction for upgrading power systems, moving towards a new phase of technological advancement and industrial delivery [1]