受马斯克旗下SpaceX团队近日到访中国多家光伏企业的消息影响，2月4日A股太空光伏概念大涨。 然而，2月5日太空光伏概念没能延续前一日的火爆行情，太空光伏指数（8841929）跌4.86%，钧达股份、金辰股份、双良节能 跌停，高测股份、捷佳伟创、迈为股份、晶盛机电、海优新材等个股跌超9%。天合光能跌超7%，晶科能源跌超6%，金晶科技 跌超3%。 此外，今日美股开盘后，中概股晶科能源一度跌超4%。 | ( | 太空光伏指数(8841929) 3837.43 -195.95 -4.86% | | | O | | --- | --- | --- | --- | --- | | .. | | | | | | 资料 | 成分 | 资讯 | 相关基金 | 月度收益 | | 名称 | | | 现价 | 涨跌巾一 | | 捷佳伟创 | | | 129.40 | -12.39% | | 300724.SZ | | | | | | 钧达股份 | | | | TO OD | | 002865.SZ | IU400 | = IV.UV / | | --- | --- | --- | | 明阳智能 | 23.27 | -9.98% ...

每经AI快讯，2月5日，BC电池板块走弱，钧达股份下跌10.0%，晶科能源下跌9.76%，时创能源下跌 8.31%，微导纳米、罗博特科、帝尔激光跌超4%。 每日经济新闻 ...

Investment Rating - The report provides a "Buy" rating for several key stocks in the financial and manufacturing sectors, including China Resources Land and Beike-W [15][18][20][21]. Core Insights - The macroeconomic environment shows a continuation of strong supply and weak demand characteristics, with short-term growth pressure remaining manageable [9]. - The real estate sector is experiencing a valuation recovery opportunity for quality developers due to a resonance between fundamentals and policies [10]. - The banking sector is witnessing a recovery from oversold conditions, with stock prices rebounding ahead of improvements in the funding environment [20]. - The non-bank financial sector is expected to benefit from policy-driven high-quality development, with a focus on high-performing stocks [22]. - The new energy sector has established a bottom line, with attention on marginal changes in new technologies [25]. - The machinery sector is gaining order resilience from overseas solar expansion and new business developments, while space solar technology opens growth opportunities [31]. - The environmental sector is focusing on carbon neutrality opportunities, with overseas expansion and metal prices providing elasticity [33]. Summary by Sections Real Estate - The sector is expected to face challenges in 2026, but recent policy easing and improved second-hand housing sales indicate a potential recovery [14]. - China Resources Land is highlighted as a leading developer with strong operational capabilities and a solid financial position, projected to achieve a net profit of 26.2 billion, 27 billion, and 28.2 billion from 2025 to 2027 [15]. Banking - Nanjing Bank is recommended due to its expected double-digit revenue growth in 2025, driven by stable asset quality and improved net interest margins [21]. Non-Bank Financials - New China Life Insurance is noted for its high elasticity and potential for improved returns on equity, with projected intrinsic values of 292.1 billion and 329.0 billion for 2025 and 2026, respectively [24]. New Energy - The storage sector is expected to see demand stability supported by national capacity pricing, while lithium battery technology is anticipated to rebound with improved economic conditions [25]. - JunDa Co. is recognized for its strategic partnerships and potential growth in the space solar sector, with projected profits increasing significantly by 2027 [27]. Machinery - The machinery sector is benefiting from overseas solar project expansions, with companies like DiEr Laser positioned to capitalize on new technologies and increased order volumes [31][32]. Environmental - Weiming Environmental is highlighted for its potential in the Indonesian waste-to-energy market, with expected project launches in early 2026 [39]. - The company is projected to achieve net profits of 2.88 billion and 3.44 billion in 2025 and 2026, respectively [39]. Light Industry - The light industry is seeing a rebound in export-driven companies, with a focus on quality stocks that can leverage cost efficiencies and supply chain advantages [43]. Military Industry - The military sector is expected to benefit from the transition of military technology to civilian applications and increased military trade, with key recommendations including Aviation Power and AVIC Xi'an Aircraft Industry [51][53].

（来源：淘金ETF） 1. 阳光电源（300274） 作为国内最早布局光伏逆变器的头部企业，核心业务以光伏逆变器为核心，覆盖储能系统、新能源电站 开发运营、光伏电站EPC等全产业链环节，在全球逆变器市场占据领先份额，技术实力覆盖核心电力电 子器件研发、系统集成等关键领域，产品适配户用、工商业、大型地面电站等全场景，同时在储能变流 器、光储一体化解决方案上具备显著优势。在太空光伏与太空算力赛道，企业的核心技术具备极强适配 性，太空光伏阵列发电需高效逆变器实现电能稳定转换，其深耕多年的高可靠性、抗辐射逆变器技术可 直接迁移至太空场景，为太空算力中心提供持续稳定电力支撑；储能系统技术积累能适配太空极端环境 下的能源存储需求，解决太空光伏间歇性供电问题，未来有望通过技术合作切入太空光伏电源系统供应 链，成为太空算力能源端核心参与者，打开全新增长维度。 2. 隆基绿能（601012） 国内光伏行业龙头企业，核心业务聚焦光伏单晶硅棒、单晶硅片研发生产，同时延伸至高效电池片、光 伏组件及光伏电站全产业链，是全球硅片领域的领军者，在N型TOPCon、HJT等新一代高效电池技术上 迭代速度领先，兼具规模化产能与技术壁垒，产品远 ...

国内光伏装备领域龙头企业，核心业务涵盖光伏组件、钙钛矿电池等高端装备研发制造，在钙钛矿整线 设备领域布局较早，技术覆盖激光刻蚀、薄膜沉积等关键环节，设备性能适配规模化量产需求。其自主 研发的钙钛矿电池激光修复设备，可大幅提升电池良率，技术指标处于行业领先水平。 （来源：淘金ETF） 1. 泽润新能（301636） 作为钙钛矿电池领域的新锐企业，核心业务聚焦钙钛矿电池核心材料与装备研发，主攻钙钛矿前驱体材 料与功能层薄膜制备技术，产品具备高纯度、高稳定性特点，适配规模化量产需求。其技术团队来自国 内顶尖光伏材料实验室，在钙钛矿材料缺陷钝化、界面优化上具备深厚积淀，已完成多批次中试验证， 产品性能通过第三方权威检测。 在太空光伏与算力赛道，其核心材料技术具备关键适配性。钙钛矿电池的轻薄特性完美契合太空运载限 制，而公司研发的高耐辐射钙钛矿前驱体材料，可提升电池在太空极端环境下的稳定性，为太空算力中 心提供高效能源支撑。未来随着太空光伏产业化落地，公司有望凭借材料技术优势切入供应链，成为太 空光伏钙钛矿电池核心材料供应商，打开全新增长空间。 2. 奥特维（688516） 在太空光伏场景中，其装备技术为钙钛矿电池量产 ...

今日，A股市场探底回升，热点快速轮动，全市场超4800只个股上涨。 截至收盘，上证指数涨1.29%，深证成指涨2.19%，创业板指涨1.86%。全市场成交额超2.56万亿元。 | V ▼ | 光伏设备 9790.34 6.72% | Q | | 光伏设备 4 9790.34 6.72% | | | | --- | --- | --- | --- | --- | --- | --- | | 成分股 看点 | 星金 简况(F10) | 资金 社区 | 成分股 看点 | 基金 简况(F10) | | 资金 社区 | | 全部 龙头股 | 3日内有涨停 连板 | 连续3日 | 全部 龙头股 | 3日内有涨停 | 连板 | 连续3日 | | 名称/代码 | 最新 = 涨幅 + | 5日涨幅 = > | 名称/代码 | 最新 = | 涨幅 ◆ | 5日涨幅= ) | | 泽润新能 | 74.56 +20.01% | +4.78% | 国晟科技 | | | | | 301636 | | | 603778 | 14.71 +10.02% -12.70% | | | | 首板 最终涨停13:31 | | | 首板 最终涨停13 ...

大天基金 | 链接您与财富 图看懂数金 H 产业链 近日,A股市场掀起一轮"太空光伏"热潮。机构表示,商业航天蓬勃 发展背景下,太空光伏作为其电源系统升级的核心方向,在星座批量组 网的牵引下,正迈向技术路线升级与产业化交付的新阶段。 产业链 光伏辅材 换热器 双良节能 帝科股份 聚和材料 博迁新材 寨伍技术 福斯特 光伏电池 钧达股份 三安光电 ◎乾照光电 东方日升 降其绿能 晶科能源 阿特斯 晶澳科技 。 天合光能 光伏设备 拉普拉斯 迈为股份 连城数控 捷佳伟创 高测股份 帝尔激光 奧特维 机构解读 | TECH SHE | | | --- | --- | | 基金名称 近1年收益 | 成立来收益 | | 华泰柏瑞光伏ETF联接C 46.11% | -35.42% | | 招商中证光伏产业指数C 47.71% | -26.75% | | 银华中证光伏ETF发起式联接C | 43.92%基 -8.15% | | 国泰中证光伏产业ETF发起联接C 45.84% | -35.89% | | 汇添富中证光伏产业指数增强发起式C 50.27% | -35.22% | Q 168 上天天基金APP搜 注册即可领500 ...

Market Overview - A-shares experienced a significant rebound with all three major indices rising, particularly the ChiNext Index which surged over 2% [2] - The photovoltaic industry index saw a notable increase of 4.78%, while military and aerospace indices also rose by over 3% [2] - The market structure indicates that the main drivers of the rebound were the active photovoltaic and commercial aerospace sectors [2] Photovoltaic Sector - The photovoltaic sector saw widespread gains, with TOPcon battery concept stocks leading the market [6] - Key stocks included: - Aotewei recorded a 20% limit-up - Shuangliang Energy and Fostek both hit 10% limit-up - Maiwei shares rose by 11.77% [7][8] - The demand for space-based photovoltaic energy is expected to become a new growth area, driven by global space energy needs and supply chain restructuring [9] Commercial Aerospace Sector - The commercial aerospace sector also saw rapid gains, with stocks like Tongyu Communication and Aerospace Development hitting the 10% limit-up [10][11] - The successful testing of a liquid rocket engine by a private aerospace company is expected to bolster confidence in the sector [11] Precious Metals Sector - The precious metals sector continued to decline, with several stocks hitting the 10% limit-down, including Zhaojin Gold and Sichuan Gold [15] - Despite the drop in stocks, spot gold and silver prices rebounded, with gold reaching $4,809 per ounce, up over 3% [17]

Market Overview - A-shares experienced a collective rise in major indices, with the Shanghai Composite Index closing at 4031.07 points, up 0.38%, and the Shenzhen Component Index rising by 0.93% [2] - The total trading volume in the Shanghai and Shenzhen markets reached 161.69 billion yuan by midday [2] Sector Performance - The commercial aerospace sector saw significant gains, with multiple stocks hitting the daily limit up, including Aerospace Development and JuLi Sockets [4] - The photovoltaic sector continued to strengthen, with stocks like Shuangliang Energy and JunDa Co. reaching their daily limit up shortly after market open [4] - The chemical sector also experienced a rally, with WanFeng Co. achieving a fourth consecutive limit up [9] Key Stocks - Aotewei reached a 20% limit up, while other stocks such as Dike Co. and Maiwei Co. saw increases of over 10% [6][7] - JunDa Co. announced a share placement to fund research and production of space photovoltaic battery products, and it also invested 30 million yuan for a 16.67% stake in Shanghai Xingyi Xinneng [8] Industry Insights - According to CICC, the development of commercial aerospace is driving the space photovoltaic sector towards a new phase of technological upgrades and industrial delivery [8] - Guosheng Securities noted that the demand for space photovoltaic energy is expected to become a new growth area, driven by the global demand for space energy and the restructuring of supply chains [8] - The chemical industry is expected to evolve with a shift from market share focus to profitability, alongside opportunities for high-end export replacements due to declines in Europe and Japan [9][10]

每经AI快讯，BC电池板块震荡走高，罗博特科涨17.18%，钧达股份涨7.07%，杰普特涨5.29%，帝尔激 光、晶科能源、协鑫集成涨超3%。 （文章来源：每日经济新闻） ...