太空光伏概念热度退潮 多家上市公司紧急澄清业务现状

Core Viewpoint - The A-share space photovoltaic concept stocks experienced a collective decline following a previous surge due to rumors of an investigation by Elon Musk's team, prompting several companies to clarify their involvement in space photovoltaic business [1][2]. Group 1: Company Responses - JinkoSolar stated that space photovoltaic technology is still in the preliminary exploration stage, with industrialization affected by various factors, and that its main business remains focused on ground photovoltaic, with no revenue from space photovoltaic [1]. - Jinglong Technology indicated that the application scenarios for space photovoltaic are still exploratory, and the industrialization process faces uncertainties, with its main business being the research, production, and sales of photovoltaic equipment and materials [1]. - Shuangliang Eco-Energy announced that the application scenarios for space photovoltaic are still in exploration, with significant uncertainties in industrialization, and that it has not engaged in space photovoltaic business, which has no substantial impact on current performance [1]. - Guosheng Technology clarified that its heterojunction (HJT) battery products are primarily used in centralized and distributed power stations, with no involvement in space photovoltaic business [2]. Group 2: Industry Outlook - The photovoltaic industry is undergoing a deep adjustment period, with significant challenges in supply-demand mismatches, and addressing "involution" in the industry is a key focus for regulatory authorities this year [2]. - Despite the recent pullback in concept stocks, some brokerages remain optimistic about the long-term prospects of space photovoltaic, with CITIC Securities indicating that it is on the verge of large-scale deployment [2]. - CITIC Securities projects that the number of satellite launches will increase from 5,000 to 50,000 between 2025 and 2040, with gallium arsenide batteries currently holding an 80% market share, but the penetration of P-type HJT and perovskite/silicon tandem batteries is expected to rise as costs decrease and technology advances [2]. - The future market space for photovoltaic cells in the satellite sector is estimated to reach 328.8 billion yuan, representing a potential growth of over 30 times compared to the current market [3].