同时，公司提醒，经财务部门初步测算，公司预计2025年年度实现归属于母公司所有者的净利润为-69亿元到-59亿元；预计2025年年度实现归属于母公司 所有者的扣除非经常性损益的净利润为-78亿元到-67亿元。 值得注意的是，2月4日午后，晶科能源股价在9分钟内直线拉升至20%涨停。消息面上，对于埃隆·马斯克旗下SpaceX等团队近日到访中国多家光伏企业的 传闻，证券时报记者以投资者身份致电光伏组件龙头晶科能源核实，接线工作人员回应称，公司近期确实与马斯克团队相关考察团有过接触，考察团对公 司的技术储备、生产设备等进行了了解，但合作意向及具体考察细节不便透露。该工作人员同时透露："国内主流光伏企业也均有考察。" 在股价异动公告中，公司提示，市场传闻，马斯克团队近期秘密走访了中国多家光伏企业，公司与马斯克考察团接触。经核实，截至目前，公司未与相关 团队开展任何合作，亦未签署任何框架性协议或正式协议，未有在手订单。目前"太空光伏"尚处技术初步探索阶段，技术路线尚不确定，且尚未有具体落 地可行的项目。 晶科能源表示，目前"太空光伏"尚处技术初步探索阶段，产业化进程受技术发展、行业政策、市场环境等多方面因素影响，未来技 ...

2月4日晚间，晶科能源（688223）发布股价异动公告，公告称，经公司自查，并向实际控制人、控股股东书面发函核实，截至本公告披露日，公 司日常经营情况正常，未发生重大变化，不存在应披露而未披露的重大信息。 晶科能源（688223）最新公告。 值得注意的是，2月4日午后，晶科能源股价在9分钟内直线拉升至20%涨停。消息面上，对于埃隆·马斯克旗下SpaceX等团队近日到访中国多家光 伏企业的传闻，证券时报记者以投资者身份致电光伏组件龙头晶科能源核实，接线工作人员回应称，公司近期确实与马斯克团队相关考察团有过 接触，考察团对公司的技术储备、生产设备等进行了了解，但合作意向及具体考察细节不便透露。该工作人员同时透露："国内主流光伏企业也 均有考察。" 在股价异动公告中，公司提示，市场传闻，马斯克团队近期秘密走访了中国多家光伏企业，公司与马斯克考察团接触。经核实，截至目前，公司 未与相关团队开展任何合作，亦未签署任何框架性协议或正式协议，未有在手订单。目前"太空光伏"尚处技术初步探索阶段，技术路线尚不确 定，且尚未有具体落地可行的项目。 晶科能源表示，目前"太空光伏"尚处技术初步探索阶段，产业化进程受技术发展、行业政策 ...

Core Viewpoint - JinkoSolar announced that it has not engaged in any cooperation or signed agreements with Elon Musk's team, despite market rumors suggesting otherwise [1] Group 1: Company Updates - JinkoSolar reported that it has not received any orders related to "space photovoltaics" and remains focused on ground-based solar products [2] - The company's stock surged by 20% following the rumors about Musk's team visiting Chinese solar companies [3] - JinkoSolar's market capitalization reached 184 billion with a closing price of 8.40, reflecting a 20% increase [4] Group 2: Industry Context - The "space photovoltaics" concept is currently in the early exploration stage, with its commercialization facing various uncertainties [2][9] - Other companies in the solar sector, such as Guosheng Technology and Shuangliang Energy, also clarified that they are not involved in space photovoltaic projects, emphasizing the speculative nature of the current market interest [5][6][7] - The overall market for "space photovoltaics" remains uncertain, with significant challenges in technology development and market conditions affecting its potential [6][9]

Group 1 - The article highlights significant announcements in the stock market, including suspensions, investments, acquisitions, performance reports, and other corporate actions that could impact investor decisions [1] - A company has been deeply involved in the space photovoltaic sector for years and has launched three major packaging solutions for space photovoltaics [1] - Another company has achieved stable mass production and delivery of its 1.6T ceramic products for optical modules [1] Group 2 - A company has signed a strategic cooperation agreement with an enterprise focused on the research and application of specialized embodied intelligent products, indicating a move towards humanoid robots and low-altitude economy [1]

Core Viewpoint - The space photovoltaic concept has gained significant attention in the market, driven by recent research from Elon Musk's team, leading to a surge in A-share photovoltaic stocks and discussions about a potential "next photovoltaic revolution" in the industry [1]. Group 1: Market Reaction - The photovoltaic sector in A-shares has seen stocks hitting the daily limit up, with multiple brokerage reports suggesting that heterojunction (HJT) and perovskite technologies are suitable for space applications [1]. - The concept has sparked unprecedented volatility in the capital market, with domestic companies actively expressing their intentions to enter this "trillion-dollar blue ocean" market [1]. Group 2: Technology Assessment - Despite the excitement around new technologies, the industry emphasizes that successful implementation relies on mature, replicable manufacturing capabilities and a long-term reliability verification system [1]. - Gallium arsenide (GaAs) batteries remain the mainstream choice for commercial aerospace and space stations due to their high conversion efficiency and excellent radiation resistance, despite their high costs and extensive on-orbit validation [1]. - In contrast, the market's enthusiasm for HJT and perovskite technologies is primarily based on a "cost reduction logic" proposed by some financial institutions, with actual products still in the early stages of laboratory or verification processes, far from large-scale commercialization [1].

Key Points - JinkoSolar has not reported any revenue from "space photovoltaic" orders [1] - Shuangliang Energy has not yet engaged in any space photovoltaic-related business [1] - CITIC Bank has increased its investment in CITIC Financial Leasing Co., Ltd. by 2 billion yuan [1] - Palm Holdings has won a bid for the construction project of high-standard farmland in Shuyang District, Shangqiu City for 2025 [1] - Shanghai Pharmaceuticals plans to transfer its 30% stake in Amgen [1] - Huanxu Electronics expects a net profit of 1.853 billion yuan for 2025, a year-on-year increase of 12.16% [1] - Changan Automobile plans to repurchase shares worth 1 billion to 2 billion yuan [2] - Jinpu Garden plans to reduce its shareholding by no more than 2% [1] - Sileck's subsidiary has received a project confirmation letter from a client, with an expected procurement volume of approximately 360 million cylindrical battery shells [2] - Zhongwen Online intends to collaborate with Tencent on the authorization of animated micro-short dramas [2]

(本文来自第一财经) 高测股份公告，公司关注到有媒体报道称，公司与马斯克团队有过接触，引起市场关注与讨论。经公司 核查，公司目前尚未开展太空光伏相关业务，未与相关团队开展合作，未签署任何框架性协议或正式协 议，未产生相关订单和形成相关收入，未对公司经营业绩造成影响。 ...

图片来源：每经媒资库 每经编辑｜黄胜 2月4日，A股太空光伏概念爆发，中来股份20cm涨停，国晟科技2连板。盘后，多家上市公司集体发布公告回应。 高测股份（688556.SH）公告，公司关注到有媒体报道称，公司与马斯克团队有过接触，引起市场关注与讨论。经公司核查，公司目前尚未开展太空光伏相 关业务，未与相关团队开展合作，未签署任何框架性协议或正式协议，未产生相关订单和形成相关收入，未对公司经营业绩造成影响。近期资本市场对"太 空光伏"等概念板块关注度显著提升，相关个股市场表现活跃。当前"太空光伏"仍处于技术探索与地面验证阶段，其商业化路径、成本结构、在轨运维体系 等均存在重大不确定性，尚未形成可规模化落地的产业闭环，产业化进程仍面临较大不确定性。敬请广大投资者理性投资，注意投资风险。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 封面图片来源：每日经济新闻 晶科能源（688223.SH）2月4日公告，公司股票于2026年2月2日、2月3日、2月4日连续三个交易日内日收盘价格涨幅偏离值累计超过30%，属于股票交易异 常波动的情形。市场传闻，马斯克团队近期秘密走访了中国多家 ...

公司与光伏行业相关的产品及服务为光伏切割设备、光伏切割耗材、硅片及切割加工服务，上述产品及 服务聚焦于地面光伏领域，主营产品及服务应用场景未发生重大变化。公司目前未与相关团队开展合 作，尚未开展太空光伏相关业务，未产生相关订单和形成相关收入，对公司当前业绩无实质影响。 智通财经APP讯，高测股份(688556.SH)公告，公司关注到有媒体报道称，公司与马斯克团队有过接 触。经公司核查，公司目前尚未开展太空光伏相关业务，未与相关团队开展合作，未签署任何框架性协 议或正式协议，未产生相关订单和形成相关收入，未对公司经营业绩造成影响。 ...

Core Viewpoint - JinkoSolar (JKS.US) shares surged over 18%, reaching $30.09, following rumors that Elon Musk's team secretly visited several Chinese photovoltaic companies, including JinkoSolar [1] Company Summary - JinkoSolar announced that it has not engaged in any cooperation or signed any framework or formal agreements with Musk's team, nor does it have any orders related to this potential collaboration [1] - The company clarified that the "space photovoltaic" initiative is still in the early stages of technological exploration, with an uncertain technical route and no specific feasible projects currently in place [1]