太空光伏拉升，科创新能源ETF易方达（589960）涨超4.5%。 消息面上，2月2日，特斯拉CEO马斯克创建的太空探索技术公司(SpaceX)发表声明说，已收购同属 马斯克名下的人工智能初创企业xAI公司，以整合涵盖人工智能、火箭、太空互联网等领域的创新资 源。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 科创新能源ETF易方达（589960）聚焦科创板内新能源优势企业，其中太空光伏权重近50%，固态 电池主题相关权重约40%，弹性最为突出。 中信证券指出，太空光伏并非炒作，正在进入规模化部署的前夜。太空光伏的爆发，不仅源于"太 空算力+AI"的新需求，更深层的驱动力，是全球正在激烈上演的"低轨轨道资源争夺战"。 （责任编辑：贺翀 ） 业内指出，Space X完成对xAI的收购，太空算力的拼图已接近补齐。当前国内产业链直接受益于 Space X太空算力建设的便是太空光伏产业链。固态电池作为下一代电池 ...

太空光伏概念拉升。双良节能直线涨停，奥特维"20cm"涨停，迈为股份、帝科股份、国晟科技（维权）等多股跟涨。 | 代码 | 名称 | 涨跌幅 ▼ | 年初至今 | 估算规模 | 管理公司 | | --- | --- | --- | --- | --- | --- | | 159864 | 光伏ETF国泰 | 4.51% | 14.70% | 5.71亿 | 国泰县全 | | 516230 | N光伏ETF招商 | 4.04% | 0.00% | 2.21亿 | 招商基金 | | 159863 | 光伏ETF鹏华 | 3.86% | 13.95% | 2.61亿 | 鹏华基金 | | 159618 | 光伏ETF指数基金 | 3.82% | 13.87% | 6290.75万 | 华安基金 | | 562970 | 光伏ETF易方达 | 3.81% | 14.22% | 6.84 Z | 易方达基金 | | 516180 | 光伏ETF基金 | 3.78% | 14.12% | 8280.97万 | 平安县金 | | 515790 | 光伏ETF | 3.88% | 14.24% | 102.98亿 | 华泰柏 ...

Group 1 - The core viewpoint is that space photovoltaic technology is not a hype but is on the verge of large-scale deployment, driven by real demand, engineering implementation, and a commercial loop [1] - The explosion of space photovoltaic technology is attributed to the new demands of "space computing power + AI" and the ongoing competition for low Earth orbit resources globally [1] - China's accelerated deployment of satellite constellations is primarily for strategic orbit occupation, followed by building communication capabilities, and finally enhancing computing power and AI [1] Group 2 - It is projected that the number of satellite launches will increase from 5,000 to 50,000 between 2025 and 2040, with gallium arsenide batteries dominating in the short term at an 80% penetration rate [2] - As costs decrease and technology advances, the penetration rates of P-type HJT and perovskite/silicon tandem batteries are expected to rise, with perovskite/silicon tandem batteries projected to reach a 60% penetration rate in the long term [2] - The overall market space for photovoltaic cells in the satellite sector is estimated to reach 328.8 billion yuan, representing a growth of over 30 times compared to the short-term market space [2]