一日内板块重挫5% A股太空光伏概念“急降温”

Market Overview - The A-share photovoltaic sector experienced a significant decline on February 5, with several popular concept stocks dropping sharply, including a roughly 5% drop in indices related to back-contact batteries, CPO, and space photovoltaics [1] - The market's rapid shift from a heated rally to a "cooling period" was driven by two main factors: announcements from multiple listed companies clarifying business uncertainties and statements from the China Photovoltaic Industry Association indicating that space photovoltaic technology is still in the early stages of exploration and validation [1][2] Company Responses - Approximately seven related concept stocks issued announcements regarding abnormal trading fluctuations or risk warnings on the evening of February 4, following a surge in stock prices [2] - Guosheng Technology, which saw its stock price rise by over 20% from February 2 to 4, clarified that it does not engage in space photovoltaic business and warned investors about market risks [2] - Similar to Guosheng Technology, Jinjing Technology also reported a net profit loss forecast of approximately 560 million yuan for 2025, while other companies like Zairun New Energy and Shuangliang Energy issued warnings about the uncertainties in their business related to commercial aerospace projects [3] Industry Insights - The recent hype around "space photovoltaics" was fueled by rumors of SpaceX's team visiting several Chinese photovoltaic companies, which led to stock surges for companies like JinkoSolar and TCL Zhonghuan [4] - JinkoSolar confirmed contact with SpaceX's team but clarified that no formal agreements or orders have been established [4] - The China Photovoltaic Industry Association emphasized the importance of mature and replicable manufacturing capabilities for the successful commercialization of new technologies, such as HJT and perovskite solar cells, which are currently still in the experimental phase [5][6] Strategic Direction - The photovoltaic industry is seeking to break free from homogenization and is looking towards space photovoltaics and commercial aerospace as potential new growth avenues [6] - The association encourages both domestic and foreign companies to collaborate in the commercial aerospace sector to leverage China's advantages in photovoltaic manufacturing and to capture emerging market shares [6]