•欧委会对中国风电企业启动深入调查， 商务部发声 •诱导用户高频分享， 微信对元宝违规链接进行限制 1 、 国家主席习近平同美国总统特朗普通电话。 习近平指出，美方有美方的关切，中方有中方的关切。中方言必信，行必果，说到做 到。只要双方秉持平等、尊重、互惠的态度相向而行，就可以找到解决彼此关切的办法。习近平强调，台湾问题是中美关系中最重要的 问题。台湾是中国的领土，中方必须捍卫国家主权和领土完整，永远不可能让台湾分裂出去。美方务必慎重处理对台军售问题。 2 、 市场传闻马斯克团队近期秘密走访多家中国光伏企业，并重点考察了有异质结、钙钛矿技术路线的光伏企业。 对此，协鑫集团、晶 科能源、 TCL 中环、高测股份证实有过接洽。受此消息影响， A 股光伏概念股集体爆发，晶科能源、泽润新能等十多只股票涨停。晶 科能源、高测股份盘后发布公告称，未与相关团队开展任何合作。晶盛机电、双良节能也提示"太空光伏"投资风险。中国光伏行业协会 指出，太空光伏技术仍处早期探索阶段，产业化尚不成熟。 3 、 谷歌母公司 Alphabet2025 年第四季度营收数据超预期， 2026 年资本支出预计为 1750 亿至 1850 亿美元， ...

SULERY unity 0 1 1 9 9 0 - 8 Ar B (2) 一周年十二年四十 35553 5 88 90 B 与参与参考文 G e ASSESS FREE SERVER SEAND FR 9 89 8 8 8 8 8 3 3 与周马-1 898 FTU 41 ti 1 1 1 � � e SunSun 明光 ur r □筱君 （图片由和光同程提供） 1月20日，在胡润研究院发布的"2025胡润未来独角兽：全球瞪羚企业榜"上，四川和光同程光伏科技集团有限公司 （以下简称和光同程）入选，成为四川省4家上榜企业之一，也是宜宾市唯一入选企业。 "这对我们来说是莫大的鼓舞。"和光同程相关负责人表示，就在几个月前，公司刚刚通过国际权威机构的严格审 核，成为全行业同时获得"黑灯工厂"以及"零碳工厂"认证的企业。成立不到3年，该公司接连将多份重量级荣誉收 入囊中，市场估值增长已超350%。 这家光伏新锐企业如何实现高速领跑？未来发展有何路径？ 打造"黑灯工厂" 领跑技术迭代新赛道 走进位于宜宾高新区的和光同程车间，仿佛置身"未来工厂"——没有传统流水线的人声鼎沸，AGV无人搬运小车 沿着既定轨道安静地穿梭；两 ...

Group 1 - JinkoSolar announced that there are rumors regarding Elon Musk's team visiting several Chinese photovoltaic companies, but confirmed that no cooperation or agreements have been established as of now [1] - The company noted the recent market interest in "space photovoltaics," which has led to active performance in related sectors, but emphasized that "space photovoltaics" is still in the early exploration stage and has not impacted its current business performance [2] - Following the news, JinkoSolar's stock surged by 20%, closing at 8.40, with a market capitalization of 184 billion [3] Group 2 - Guosheng Technology clarified that it has not engaged in any space photovoltaic business despite media reports suggesting otherwise, and its products are primarily used in ground-based applications [4] - Shuangliang Energy stated that it has not confirmed any revenue from commercial space projects in the past two years and highlighted the uncertainties surrounding the commercialization of "space photovoltaics" [5][6] - Jingcheng Machinery indicated that the application scenarios for "space photovoltaics" are still under exploration, and the industrialization process faces uncertainties, while also reminding investors to be cautious in their decisions [8]

2026年2月5日 星期四 V 商务部定于2月5日举行新闻发布会, 商务领域重点工作有关情况 2 美国1月24日当周续请失业救济人数 3 美国1月31日当周首次申请失业救济 4 光伏行业2025年发展回顾与20269 研讨会将于2月5日举办 1 习近平同美国总统特朗普通电话 2月4日晚，国家主席习近平同美国总统特朗普通电话。习近平指出，只要双方秉持平等、尊重、互惠的态度相向而行，就可以找到解决彼此关切的办法。双 方要按照我们达成的共识，加强对话沟通，妥善管控分歧，拓展务实合作，不以善小而不为，不以恶小而为之，一件事一件事去做，不断积累互信，走出一 条正确相处之道，让2026年成为中美两个大国迈向相互尊重、和平共处、合作共赢的一年。（央视新闻） 2 隔夜市场 美股三大指数收盘涨跌不一，道指涨0.53%，纳指跌1.51%，标普500指数跌0.51%，热门科技股普遍下跌，AMD跌超17%，英伟达、特斯拉、博通、Meta跌 超3%，谷歌、亚马逊跌超2%，苹果涨超2%；半导体设备与材料、存储概念股、加密矿企跌幅居前，闪迪跌近16%，美光科技跌超9%，西部数据跌超7%。 纳斯达克中国金龙指数跌1.95%，中概股普跌，哔哩 ...

Group 1 - Duan Yongping sold 1.5 million shares of China Shenhua H-shares and bought 77,194 shares of Kweichow Moutai, with a total investment of approximately 1 billion yuan. The stock price of Kweichow Moutai increased by over 12% in the last five trading days, leading to a floating profit of over 10 million yuan for Duan [2] - On February 4, the A-share market showed a strong upward trend, with resource-related ETFs such as coal, energy, and gold leading the gains. The coal ETF rose over 9% due to increased energy demand caused by a cold wave [2] - The U.S. and Iran are set to negotiate a potential nuclear agreement, which has led to increased volatility in the commodity markets, with silver prices rising over 4% and Brent crude oil increasing by over 0.5% [2] Group 2 - Nintendo's stock price fell nearly 11%, resulting in a market value loss of approximately 64 billion yuan. The disappointing Q4 2025 financial report was impacted by U.S. tariffs on the Switch 2 gaming console and rising memory chip prices [3] - Ruixin Technology announced a major asset restructuring plan involving the acquisition of Wuhu Deheng Automotive Equipment Co., which is expected to constitute a significant asset restructuring [3] - Changguang Huaxin denied rumors of a 4.5 billion yuan strategic investment from Huawei, labeling the information as false and misleading [3] Group 3 - The space photovoltaic concept stocks surged in the A-share market, following Elon Musk's announcement of acquiring xAI and plans for collaboration between SpaceX and Tesla to expand solar energy production [5] - Various regions are actively laying out plans for the commercial aerospace industry, with 2026 being viewed as a significant year for this sector. The focus is on "full-chain" and "industrial clusters" to address existing challenges in China's commercial aerospace industry [5]

Core Viewpoint - The Ministry of Finance and the State Taxation Administration announced the cancellation of the export VAT refund for photovoltaic products starting April 1, 2026, marking the end of a decade-long support policy aimed at nurturing the solar industry in China [1][2]. Group 1: Policy Background and Rationale - The export VAT refund policy was introduced in October 2013 to support the recovery of the solar industry during a challenging period marked by anti-dumping investigations and market shrinkage [1]. - The policy aimed to enhance international competitiveness by offsetting costs and encouraging companies to explore overseas markets, thus helping the industry overcome domestic market bottlenecks [1]. - The cancellation of the export VAT refund is seen as a necessary adjustment in response to the solar industry's evolution, which now holds over 70% of the global market share [2]. Group 2: Impacts of Policy Change - Short-term effects may include a temporary surge in exports, leading to increased production and export figures within the industry [3]. - In the medium to long term, leading companies with technological advantages and strong brand recognition are expected to strengthen their bargaining power, while those relying solely on low prices may face reduced demand [3]. - The exit of smaller companies and outdated capacities is anticipated, benefiting technologically advanced firms that have established overseas production and localized services [3]. Group 3: Strategic Recommendations for Companies - Companies are encouraged to enhance their capabilities for international expansion by focusing on technology and brand value to achieve premium pricing [4]. - There is a need for global operational strategies, including accelerating overseas production and promoting supply chain localization to better serve local markets [4]. - Firms should optimize their entire cost structure through digital and intelligent management, exploring new applications such as space photovoltaics and deepening the integration of photovoltaic and energy storage systems to create new market demands and profit opportunities [4].

每经编辑｜王瀚黎 王晓波 2月4日，国新办就锚定农业农村现代化、扎实推进乡村全面振兴有关情况举行新闻发布会。中央财办副主任、中央农办副主任祝卫东提及，要盘活用好农村 闲置资源资产。依法盘活用好闲置土地和房屋，有序推进农村集体经营性建设用地入市，赋予农民更加充分的财产权益，创造条件多渠道增加农民财产性收 入。"同时，要守好这方面的底线和红线，严禁农村集体经营性建设用地入市用于建设商品住房，严查严防违法违规购买农房宅基地，加强农房租赁规范管 理。"祝卫东说。 V 商务部定于2月5日举行新闻发布会, 商务领域重点工作有关情况 2 美国1月24日当周续请失业救济人数 3 美国1月31日当周首次申请失业救济 4 光伏行业2025年发展回顾与20269 研讨会将于2月5日举办 1 习近平同美国总统特朗普通电话 2月4日晚，国家主席习近平同美国总统特朗普通电话。习近平指出，只要双方秉持平等、尊重、互惠的态度相向而行，就可以找到解决彼此关切的办法。双 方要按照我们达成的共识，加强对话沟通，妥善管控分歧，拓展务实合作，不以善小而不为，不以恶小而为之，一件事一件事去做，不断积累互信，走出一 条正确相处之道，让2026年成为中美两 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 ● 光伏行业正处于阶段性供需失衡的深度调整期，敬请投资者关注光伏行业深度调整带来的潜在风险。 公司股价短期波动幅度较大，公司特别提醒广大投资者，注意投资风险，理性决策，审慎投资。 证券代码：688223 证券简称：晶科能源 公告编号：2026-009 债券代码：118034 债券简称：晶能转债 晶科能源股份有限公司股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内 容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ● 晶科能源股份有限公司（以下简称"公司"或"晶科能源"）股票连续3个交易日内（2026年2月2日、 2026年2月3日、2026年2月4日）日收盘价格涨幅偏离值累计达到30%，根据《上海证券交易所交易规 则》《上海证券交易所科创板股票异常交易实时监控细则》的有关规定，属于股票交易异常波动情形。 ● 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。 ● 公司已于2026年1月22日披露《 ...

Group 1: A-Share Market Performance - The A-share market showed mixed performance with the Shanghai Composite Index rising to 4102.20 points, up 0.85% [1] - The Shenzhen Component Index increased by 0.21% to 14156.27 points, while the ChiNext Index fell by 0.40% to 3311.51 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 250.33 billion yuan [1] Group 2: Solar Industry Strength - The solar industry chain, particularly the space solar sector, continued to show strength with companies like JinkoSolar and Zhonglai Co. hitting the 20% daily limit [2] - Jingsheng Mechanical & Electrical announced that the "space solar" application is still in the exploratory phase, indicating uncertainty in the industrialization process [2] - JinkoSolar highlighted that space solar energy density is 7 to 10 times higher than ground-based systems, with generation hours increasing by 4 to 7 times [2][4] Group 3: Coal Sector Activity - The coal sector was notably active, with the Shenwan Coal Industry Index rising over 7%, leading all sectors [5] - Companies such as Yanzhou Coal and China Coal Energy saw their stocks hit the daily limit [5] - Recent trends show a stabilization and increase in coal prices, supported by seasonal demand and supply-side policies [5] Group 4: Market Outlook - The A-share market is expected to continue its rebound, with analysts suggesting that the risk of disappointing earnings has diminished [6] - The market is anticipated to experience fluctuations, with a focus on growth styles in the near term [6] - Analysts recommend a balanced strategy in sector allocation, emphasizing technology, materials, and defensive high-dividend assets like coal [6]

一则埃隆·马斯克旗下SpaceX团队和Tesla团队密访中国多家光伏企业的传闻，再度引爆市场。2月4日， 光伏股集体大涨，TCL中环、晶科能源在午后强势封涨停。北京商报记者从业内人士处获悉，马斯克团 队密访传闻属实，涉及光伏产业链硅片、电池、组件等核心领域，调研企业还包括协鑫集团。今年1 月，太空光伏成为A股最为火爆的概念板块，光伏股也迎来一波大涨。经同花顺iFinD统计，今年1月23 日—2月4日，70只光伏股市值"回血"2200亿元。 2月4日，市场有传闻称，马斯克团队近期秘密走访中国多家光伏企业，其中重点考察推进异质结、钙钛 矿技术路线的公司，包括晶科能源、TCL中环等行业龙头。受该消息影响，晶科能源、TCL中环午后股 价直线拉升封上涨停。当日，北京商报记者从协鑫集团官方了解到，"马斯克团队确实来调研了"。 光伏设备板块也掀起涨停潮。除晶科能源"20cm"涨停外，泽润新能、时创能源、中来股份迎 来"20cm"涨停，此外双良节能、永臻股份等也以涨停收盘。 据同花顺iFinD统计，仅2月4日，70只光伏股总市值集体"回血"近900亿元。 今年以来，太空光伏成为资本市场的热门板块。1月22日，马斯克在瑞士达沃 ...