Core Viewpoint - The recent surge in stock prices of companies like TCL Zhonghuan and JinkoSolar is linked to rumors involving Elon Musk's team visiting several Chinese photovoltaic companies, potentially indicating future collaborations in the solar energy sector [1] Company and Industry Summary - TCL Zhonghuan and JinkoSolar experienced significant stock price increases, reaching the daily limit [1] - Elon Musk's team reportedly visited multiple Chinese photovoltaic firms, including TCL Zhonghuan, JinkoSolar, and Jingcheng Machinery, focusing on equipment, silicon wafers, and battery components [1] - The visit emphasized companies utilizing heterojunction and perovskite technology routes in the photovoltaic industry [1] - JinkoSolar confirmed contact with Musk's team but refrained from disclosing details about collaboration intentions [1] - Analysts suggest that Musk's interest may be related to his "space solar AI data center" project, which could elevate the profile of the entire photovoltaic sector [1] - The space solar concept has been gaining traction recently, contributing to the overall rise in the photovoltaic market [1]
一财主播说｜马斯克团队秘访中国光伏企业 A股光伏板块将掀“特斯拉风暴”？
Di Yi Cai Jing·2026-02-04 08:42