Group 1: Stock Performance - Hangzhou Electric Co. and Mingdiao Co. achieved four consecutive trading limits, while Tiantong Co. had three limits in four days [1][2] - Major stocks with significant gains include Hangzhou Electric Co. (+49.97% to 12.02), Mingdiao Co. (+9.99% to 30.95), and Datong Co. (+10.00% to 16.94) [2] - The A-share market showed mixed results, with the Shanghai Composite Index up 0.85% and the Shenzhen Component Index up 0.21%, while the ChiNext Index fell by 0.4% [3] Group 2: Trading Volume and Turnover - The top three stocks by net buying on the daily leaderboard were Yinlun Co. (2.37 billion), Huadian Kewang (1.42 billion), and TCL Zhonghuan (1.41 billion) [4][5] - The top three stocks by net selling were Xiexin Integration (-4.21 billion), Dongfang Risheng (-2.7 billion), and Liou Co. (-2.53 billion) [6][8] Group 3: Company Highlights - Jili Sogou Co. is involved in commercial aerospace and deep-sea mooring, with a projected net profit of 16 million to 21 million for 2025, indicating a turnaround from losses [9][10] - Shenghui Technology focuses on grid equipment, hydrogen energy, and lithium batteries, with a market capitalization of 4.965 billion [11] - CIMC Group is engaged in commercial aerospace, hydrogen energy, and marine engineering equipment, with a market capitalization of 615.29 billion [14][15] Group 4: Industry Trends - The National Energy Administration emphasized hydrogen energy as a key component of the future national energy system, with plans to increase green hydrogen production capacity to 250,000 tons per year by 2025 [17] - The Ministry of Industry and Information Technology is focusing on future industries, including 6G, quantum technology, and hydrogen energy, to drive technological breakthroughs [13]

2月4日，A股光伏板块再次强势上涨，钧达股份反包涨停，走出6天3板；晶科能源午后股价直线拉升至 20cm涨停，TCL 中环、国晟科技、双良节能等多股亦同步涨停。 但由于全球光伏产业链价格波动加剧，光伏组件价格低位运行导致盈利空间压缩影响，导致光伏行业仍 陷亏损泥潭。 业绩预告显示，TCL中环预亏82亿元至96亿元；晶科能源、晶澳科技分别预亏59亿-69亿元、45亿-48亿 元。不过，若能与马斯克团队达成合作，将为公司带来稳定的订单支撑，极大缓解业绩压力。 近期，SpaceX已申请部署百万颗算力卫星，并完成了对xAI的收购。随着相关动作落地，太空光伏需求 预期也在不断强化。研究机构指出，太空光伏将开辟一个万亿级别增量应用场景，成为SpaceX供应商的光伏企 业，将是短期内太空光伏的最大受益者。 从技术布局看，国内光伏企业各有优势。TCL中环作为硅片领域的龙头企业，其50GW（G12）太阳能 级单晶硅材料智慧工厂项目，可以实现从硅料到成品发货的全流程自动化。 而晶科能源的 TOPCon/钙钛矿叠层电池已实现 34.76%的转化效率。并且，还与晶泰合作将人工智能应 用于钙钛矿叠层电池研发，计划在三年内实现规模化量产 ...

2月4日，有市场消息称，埃隆·马斯克旗下SpaceX团队近日到访中国多家光伏企业，并已与国内某头部 异质结（HJT）设备厂商达成订单合作。 对于上述消息，中国证券报记者向多位业内人士求证获悉，马斯克团队近日确实走访了包括TCL中环、 晶盛机电等多家中国光伏企业，此次考察并非单一环节走访，而是覆盖光伏产业链多个核心领域，重点 涉及光伏设备、硅片及电池片等关键环节，其中异质结、钙钛矿两大前沿技术路线的相关企业是考察重 点，但订单相关细节尚未有明确披露。 "我们给马斯克团队展示了公司组件技术的相关内容，目前就是初步接触。"TCL中环有关负责人对中国 证券报记者表示，马斯克团队对公司的技术储备等信息进行了解，但合作意向和具体的订单尚不涉及。 今天，A股光伏板块大涨，板块内个股掀"涨停潮"。Wind数据显示，泽润新能、中来股份等 股"20CM"涨停，亚玛顿、TCL中环等多股涨停，晶盛机电涨近13%，东方日升涨近7%。 | < W | 光伏指数(884045) 4607.15 175.71 +3.97% | | | Q | | --- | --- | --- | --- | --- | | 於設 | 成分 | 资讯 | ...

光伏圈又沸腾了！在昨天集体大涨后，今天光伏板块午后再度点火，晶科能源直线拉升，20cm涨停板 封得干脆利落，TCL中环紧随其后涨停，光伏设备概念整体大涨超5%，11家光伏厂携手封板，而点燃 这波行情的，又是A股的带货达人马斯克。 晶科能源预告去年亏损超59亿；TCL中环更是面临连续两年巨亏近两百亿。股价随着想象力一同起飞 时，光伏厂们还在背着沉重的业绩包袱前行。 (文案 | 王晓潇、出镜 | 刘相君、剪辑 | 刘相君) 近期市场频频传出，特斯拉和SpaceX团队在国内光伏产业链上密集审厂，寻找潜在合作伙伴。昨天批 量涨停，今天热度丝毫不减，从硅片、设备到组件，几乎每家公司都被股民迫不及待地贴上"马斯克供 应商"的标签。 晶科能源今天率先被推至台前。公司向媒体证实，近期确实与马斯克团队考察了技术储备与产线情况。 尽管具体合作还未敲定，但一句有接触已经足够让资金疯狂脑补。紧随其后的TCL中环，也靠着硅片龙 头地位和钙钛矿技术储备，稳稳接住了这波叙事红利。 但话说回来，热闹背后得留份清醒，目前这些公司清一色的积极接触，主打一个模糊文学。这也正是眼 下光伏市场的冰与火之歌，一边是资金在星辰大海故事下燃烧的预期，另一边 ...

Core Viewpoint - The recent surge in the stock market, particularly in the photovoltaic (PV) sector, is driven by interest from Elon Musk's SpaceX and Tesla teams exploring partnerships with Chinese PV companies, although the overall industry still faces significant financial challenges ahead [1] Industry Summary - The three major stock indices saw a late rally, with the Shanghai Composite Index returning to the 4100-point mark, driven by strong performance in the photovoltaic equipment sector [1] - Key companies in the PV sector, such as JinkoSolar, Zhonglai Co., Shichuang Energy, and Zerun New Energy, experienced a 20% surge in stock prices, while others like Haitai New Energy and Optec saw gains exceeding 10% [1] - Despite the positive market movement, major PV companies are projected to incur substantial losses in 2025, with leading firms like Longi Green Energy, Tongwei Co., and TCL Zhonghuan expected to report losses exceeding 6 billion yuan [1] - The industry is under significant survival pressure, and the anticipated recovery in the PV sector will depend on the effective implementation of measures to counteract excessive competition [1]

2月4日，智通财经就"马斯克团队调研中国光伏企业"一事，向相关企业进行核实。 晶盛机电接线人员回应称，公司对此不予回复，一切信息以公司官方公告为准。TCL中环的公开电话开 通了通讯助理语音留言功能，未能获得直接回应；晶科能源接线人员则表示，不了解相关信息，无法解 答。 ...

2月4日，有市场消息称，埃隆·马斯克旗下SpaceX团队近日到访中国多家光伏企业，并已与国内某头部 异质结（HJT）设备厂商达成订单合作。 对于上述消息，中国证券报记者向多位业内人士求证获悉，马斯克团队近日确实走访了包括TCL中环 （002129）、晶盛机电（300316）等多家中国光伏企业，此次考察并非单一环节走访，而是覆盖光伏产 业链多个核心领域，重点涉及光伏设备、硅片及电池片等关键环节，其中异质结、钙钛矿两大前沿技术 路线的相关企业是考察重点，但订单相关细节尚未有明确披露。 "我们给马斯克团队展示了公司组件技术的相关内容，目前就是初步接触。"TCL中环有关负责人对中国 证券报记者表示，马斯克团队对公司的技术储备等信息进行了解，但合作意向和具体的订单尚不涉及。 多位被走访企业相关人士及业内知情者对记者表示，目前企业仅与马斯克团队完成初步接触，就技术储 备、生产能力等方面进行了沟通。"暂未对外透露任何关于订单合作的具体情况，也未签署相关公开协 议。" 今天，A股光伏板块大涨，板块内个股掀"涨停潮"。数据显示，泽润新能（301636）、中来股份 （300393）等股"20CM"涨停，亚玛顿（002623）、T ...

格隆汇2月4日｜TCL中环(002129.SZ)今日涨停，换手率9.85%，成交额40.42亿元。龙虎榜数据显示，深股通买入1.66亿元，卖出3.22亿元，净卖出1.56亿 元；游资"量化打板"位列买二席位，净买入1.11亿元。上榜席位全天买入6.64亿元，卖出5.24亿元，合计净买入1.41亿元。(格隆汇) | 序号 | | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | --- | | | 深股通专用 | | 959次 47.55% | 2 16603.86 | 4.11% | | 2 | 机构专用 | | 2025次 42.12% | 9006.02 | 2.23% | | 3 | 机构专用 | | 2025次 42.12% | 4490.77 | 1.11% | | 4 | 机构专用 | | 2025次 42.12% | 1292.06 | 0.32% | | 5 | 机构专用 | | 2025次 42.12% | 3982.61 | 0.99% | | | | (买入前5名与卖出前5名)总合计: | | 66448.59 ...

Volatility - A total of 28 stocks in the A-share market experienced a volatility exceeding 15% today [1] - Stocks such as *ST Lifan, Optech, and *ST Yunchuang had the highest volatility [1] Turnover Rate - There were 22 stocks in the A-share market with a turnover rate exceeding 30% today [1] - Leading stocks in turnover rate included CSM Alliance, Zerun New Energy, and Baichuan [1] Main Capital Flow - Main capital today saw a net inflow into sectors such as energy, consumer staples, and real estate, while experiencing a net outflow from information technology, communication services, and materials [1] - Notable net inflows were observed in Ningde Times (1.59 billion), Kunlun Wanwei (788 million), TCL Zhonghuan (777 million), Sunshine Power (638 million), and Taicheng Light (575 million) [1] - Significant net outflows were recorded for Zhongji Xuchuang (3.28 billion), New Yisheng (2.87 billion), Xinwei Communication (2.55 billion), Lio Co. (2.25 billion), and Blue Focus (2.06 billion) [1]

2026.02. 04 本文字数：885，阅读时长大约1分钟 作者 | 一财阿驴 2月4日，A股三大指数分化，沪指震荡上行。截至收盘，沪指涨0.85%，深成指涨0.21%，创业板指跌0.4%，科创综指跌0.98%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 】 | 4102.20c | 34.46 | 0.85% | | 399001 | 深证成指 | 100 - 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / | 14156.27c | 29.17 | 0.21% | | 399006 | 创业板指 | 1 1 1 V ma | 3311.51c | -13.38 | -0.40% | | 000680 | 科创综指 | VW | 1785.43c | -17.72 | -0.98% | 盘面上，煤炭股掀涨停潮；光伏产业链爆发，太空光伏方向领涨；航空、地产、白酒 ...