马斯克领跑太空光伏，A股太空光伏指数较高点跌超8%

Core Viewpoint - The article discusses the impact of Elon Musk's statements on the space photovoltaic industry and the subsequent market reactions, highlighting the volatility of the A-share space photovoltaic index and the challenges facing the commercialization of space solar power in China [1]. Group 1: Market Reactions - On February 13, the space photovoltaic concept stock, Shenyang Double Energy (600481.SH), closed at the daily limit down after a previous surge due to news of receiving orders related to SpaceX's Starship launch base expansion [1]. - The Wind space photovoltaic index rose nearly 40% in January following Musk's comments at the Davos Forum, but has since declined over 8% from its peak due to multiple companies issuing clarification announcements [1]. Group 2: Industry Insights - Industry experts indicate that large-scale commercialization of space photovoltaic technology is unlikely in the short term, with ground-based power stations remaining the primary source of energy consumption [1]. - Factors such as international politics make it unrealistic for Chinese photovoltaic companies to secure large orders from the U.S. market [1]. - There is a call for the Chinese photovoltaic industry to enhance collaboration with domestic commercial space ventures to support China's space strategy, with some perovskite companies already testing joint applications with satellite firms [1].