特斯拉计划采购中国光伏设备？企业回应：确有此事

Core Viewpoint - Tesla is reportedly planning to procure a large scale of photovoltaic equipment from China, involving several listed companies [2][3]. Group 1: Market Reactions - A photovoltaic company confirmed the procurement rumors, indicating that the contract scale is at the gigawatt level [3]. - Following Elon Musk's comments at the Davos Forum regarding the importance of electricity for AI, the Wind Space Photovoltaic Index surged nearly 40% in January [3]. - The A-share space photovoltaic index experienced a pullback after multiple companies issued clarification announcements [3]. Group 2: Tesla's Strategic Moves - Musk views space photovoltaics as a key energy source for supporting AI computing power and has stated that Tesla and SpaceX aim to achieve an annual domestic production capacity of 100 gigawatts within three years [3]. - In February, Tesla's team visited several Chinese photovoltaic companies, and the company also posted job openings for senior solar engineers on its website [3]. - These developments have led to multiple rounds of stock price increases in the A-share photovoltaic sector, with several leading stocks hitting the daily limit [3].