688599 遭监管警示 又是因为SpaceX

Core Viewpoint - Trina Solar has received a regulatory warning from the Shanghai Stock Exchange due to misleading information regarding its collaboration with SpaceX, which has raised concerns among investors [2][8]. Company Summary - Trina Solar was involved in a previous partnership with Tesla Motors and its predecessor SolarCity, supplying a total of 775 MW of components from 2010 to 2018, but has not engaged in any business with SpaceX [4]. - The company clarified that it has no current orders related to "space photovoltaics" and that its main photovoltaic products are primarily used in ground-based applications [8]. - As of February 13, Trina Solar's stock closed at 19.76 CNY per share, with a total market capitalization of 46.3 billion CNY [8]. Industry Summary - The concept of "space photovoltaics" gained popularity following support from Elon Musk, leading to significant market interest and stock price increases in related companies [9]. - However, recent enthusiasm for "space photovoltaics" has waned, resulting in noticeable corrections in some photovoltaic concept stocks [9]. - The China Photovoltaic Industry Association has indicated that gallium arsenide (GaAs) batteries remain the preferred choice for commercial aerospace applications due to their high efficiency and radiation resistance, despite their high costs [9].