每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 消息面上，我国提交超20万颗卫星星座申请，标志着商业航天进入规模化部署新阶段，将直接带动 太空光伏长期需求。太空光伏面临从高效砷化镓到规模化硅基HJT，再到远期钙钛矿叠层的技术迭代路 径。 广发证券发布研报称，作为地外飞行器重要的可靠能源供应方式，太空光伏有望受益于全球商业航 天热潮。根据该行测算，现有低轨卫星规划有望在未来带来近10GW的太空光伏需求。太空光伏目前已 经进入积极的产业探索期，产业化前期设备厂商率先受益，部分光伏设备厂商正在积极配合下游客户进 行工艺路线研究。 光伏ETF华夏（515370）及其联接基金（012885/012886）跟踪中证光伏产业指数，涉及光伏产业 链上、中、下游企业，包括硅片、多晶硅、电池片、电缆、光伏玻璃、电池组件、逆变器、光伏支架和 光伏电站等，能够更好的反映光伏产业整体表现。指数 ...

| | 讯 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 600481 | 双良节 能 | 9.94 | 2.85 | 7.30 | 7.85 | 7.53 | | 688315 | 诺禾致 源 | 9.19 | 1.90 | 15.24 | 16.39 | 7.53 | （文章来源：证券时报网） 1月23日突破五日均线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 300118 | 东方日 | 20.00 | 13.77 | 17.81 | 20.76 | 16.59 | | | 升 | | | | | | | 300724 | 捷佳伟 创 | 20.00 | 18.14 | 116.27 | 134.10 | 15.34 | | 688002 | 睿创微 纳 | 20.00 | 3.18 | 107.3 ...

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 2026年1月23日，捷佳伟创（sz300724）触及涨停，涨停价134.1元，涨幅20%，总市值467.06亿元，流 通市值385.83亿元，截止发稿，总成交额65.54亿元。 根据喜娜AI异动分析，捷佳伟创涨停原因可能如下，公司治理优化+钙钛矿业务+半导体清洗业务： 1、 公司正处于治理结构全面升级阶段，修订/制定31项治理制度，董事会成员增至9名，设立ESG委员会， 取消监事会改由审计委员会监督。同时，股权激励计划顺利实施，第二个归属期578,420股完成归属， 344名核心人员参与，有利于绑定人才，提升公司的稳定性和竞争力，这些因素对股价有积极影响。 2、公司在钙钛矿设备领 ...

太空光伏指数大涨，多只概念股获融资资金出手。 今日(1月22日)，沪指全天窄幅震荡，收涨0.14%，最新报4122.58点。深证成指上涨0.5%，创业板指上 涨1.01%。今日市场成交27164.05亿元，较昨日放量927.61亿元。 | 内地股票 △ ◎ | | | | --- | --- | --- | | 行情 资金净流入 | | 涨跌分布 | | 上证指数 4122.58 | 深证成指 14327.05 | 科创综指 1865.34 | | +5.64 +0.14% +71.92 +0.50% | | +2.66 +0.14% | | 万得全A | 创业板指 | 北证50 | | 6827.05 +29.70 +0.44% +33.12 +1.01% +10.49 +0.69% | 3328.65 | 1530.24 | | 沪深300 | 中证500 | 中证A500 | | 4723.71 | 8387.59 | 5911.78 | | +0.64 +0.01% +47.48 +0.57% +7.21 +0.12% | | | | 中证1000 | 深证100 | 中证红利 | | 8309.35 ...

Group 1 - The photovoltaic industry chain stocks experienced significant gains, with companies like Maiwei Co., Ltd., Laplace, and Aotwei reaching a 20% limit up, and Jiejia Weichuang rising over 18% [1] - The acceleration of commercial space development and low Earth orbit satellites has become a focal point in US-China competition, leading to rapid growth and potential upgrades in supporting energy systems [1] - Traditional fossil energy sources face high storage risks and supply difficulties in space, while nuclear energy has high technical complexity and strict safety controls, making large-scale application challenging [1] Group 2 - HJT and perovskite technologies are viewed as preferred solutions for extreme space environments, benefiting related battery component manufacturers and equipment producers [2] - SpaceX has confirmed the P-type HJT battery technology route for large-scale economic production of space solar cells, having tested over 10,000 P-type HJT batteries since 2023 [1] - The industry consensus is that perovskite tandem batteries will become the mainstream route for future space photovoltaics [1]

光伏概念股早盘爆发，迈为股份涨20%，捷佳伟创涨超18%。 有券商表示，我国提交超20万颗卫星星座申请，标志着商业航天进入规模化部署新阶段，将直接带动太空光伏长期需求。 太空光伏面临着从高效砷化镓到规模化硅基HJT，再到远期钙钛矿叠层的技术迭代路径。 每日经济新闻 受盘面影响，光伏相关ETF集体涨超5%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | 159863 | 光伏ETF鹏华 | 0.742 | 0.043 | 6.15% | | 159609 | 光伏ETF浦银 | 0.648 | 0.035 | 5.71% | | 159618 | 光伏ETF指数基金 | 0.885 | 0.049 | 5.86% | | 515790 | 光伏ETF | 1.119 | 0.061 | 5.77% | | 562970 | 光伏ETF易方达 | 1.279 | 0.070 | 5.79% | | 159857 | 光伏ETF | 0.952 | 0.053 | 5.90% | | 159864 | 光伏50ETF | 0.730 ...

（文章来源：每日经济新闻） 展望后市，华源证券指出，储能行业正迎来独立储能商业化关键节点，规模化发展的行业性β机遇已显 现。高比例新能源电力系统对调节资源需求迫切，国内现货市场与容量补偿机制加速完善，推动储能从 政策驱动转向价值驱动，盈利模型优化，海外市场也将贡献增量，行业景气度持续提升。 创业板新能源ETF华夏（159368）是全市场跟踪创业板新能源指数的规模最大ETF基金。创业板新能源 指数主要涵盖新能源和新能源汽车产业，涉及电池、光伏等多个细分领域。创业板新能源ETF华夏 （159368）高弹性，涨幅可达20cm；费率最低，管理费和托管费合计仅为0.2%；规模最大，截至2025 年12月30日，规模达6.76亿元；成交额最大，近一月日均成交7075万元。其储能+固态电池占比近 90%，契合当下市场热点。 2026年1月23日，A股三大指数高开，创业板新能源ETF华夏（159368）开盘后拉升3.26%。盘面上，迈 为股份强势涨停，捷佳伟创大涨17.84%，晶盛机电上涨13.95%，中来股份上涨12.05%，帝尔激光上涨 8.97%。资金面上，创业板新能源ETF华夏（159368）近期持续受到资金青睐，近 ...

| 什么 | | 两日图 | 现价 | | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Mark | 4137.67 | 15.09 | 0.37% | | 399001 | 深证成指 | MM | 14409.41 | 82.36 | 0.57% | | 399006 | 创业板指 | 10/ | 3342.54 | 13.89 | 0.42% | | 000300 | 沪深300 | 800 | 4730.19 | 6.48 | 0.14% | | 000016 | FJF50 | m | 3058.69 | 5.56 | 0.18% | | 000680 | 科创综指 | 4 mm | 1878.54 | 13.19 | 0.71% | | 000688 | 科创50 | Vin | 1540.75 | -0.89 | -0.06% | | 899050 | 北证50 | | 1568.44 | 38.20 | 2.50% | | 868008 | 万得微盘股指数 | | 597704.61 | 306.40 | 0.05% ...

Investment Rating - The report maintains a "Positive" investment rating for the space photovoltaic industry [3]. Core Insights - The space photovoltaic market is projected to reach a trillion-dollar scale, driven by the increasing demand from low Earth orbit (LEO) satellites and advancements in photovoltaic technology [8][41]. - The report highlights the transition from traditional gallium arsenide (GaAs) solar cells to silicon and perovskite technologies, indicating a shift towards cost-effective solutions in space applications [55][64]. Summary by Sections 1. Growth Drivers - The demand for space photovoltaics is significantly driven by communication and computing satellites, with LEO satellites becoming the mainstream development direction due to their lower costs and shorter development cycles [12]. - The Starlink project is expected to generate substantial revenue, with predictions of over 9 million customers by 2025, covering more than 155 countries [17]. 2. Technology Trends - GaAs multi-junction solar cells are currently the mainstream technology for space applications, achieving efficiencies over 30% [45]. - The report anticipates that silicon will become the next-generation technology, while perovskite is expected to emerge as the ultimate solution due to its high power-to-weight ratio and lower production costs [64]. 3. Material Innovations - The satellite power system consists of three main components: power generation units (solar wings), energy storage units (lithium-ion batteries), and control units [71]. - Flexible solar wings are gaining traction, with advancements in materials leading to the development of ultra-thin glass (UTG) and polyimide (PI) films for better performance in harsh space environments [81][84]. 4. Market Potential - The report estimates that the market space for low Earth orbit satellite photovoltaic systems could reach 275 billion yuan, while the market for space computing could exceed 1 trillion yuan by 2030 [41]. - The anticipated peak in satellite launches from 2030 to 2035 is expected to further drive the demand for space photovoltaics, with projections indicating over 18,000 satellites launched annually [23]. 5. Competitive Landscape - The report outlines the competitive landscape, highlighting key players in the space photovoltaic sector and their respective advancements in technology and materials [88].

每经AI快讯，1月23日，光伏产业链延续强势，迈为股份（300751）20%涨停，钧达股份（002865）、 爱旭股份（600732）、福斯特（603806）等多股10%涨停，捷佳伟创（300724）涨逾17%，晶盛机电 （300316）涨逾13%。 ...