中芯国际 中国移动 中国海油 钧达股份 华虹公司 长飞光纤 分时图 日K线 周K线 月K线 114.84 -1.19 -1.03% 2.47% 1.65% 0.83% 0.00% 0.83% 1.65% 2.47% 113.16 114.12 115.07 116.03 116.99 117.94 118.90 09:30 10:30 11:30/13:00 14:00 15:00 15:30 0 34万 68万 101万 2月4日港股市场，北水成交净买入133.73亿港元，其中港股通(沪)成交净买入73.93亿港元，港股通(深)成交净买入59.8亿 港元。 北水净买入最多的个股是腾讯(00700)、阿里巴巴-W(09988)、南方恒生科技(03033)。北水净卖出最多的个股是中芯国际 (00981)、华虹半导体(01347)。 | 股票名称 | 买入额 | 卖出额 | 头实思额 | | --- | --- | --- | --- | | | | | 净流入 | | 腾讯控股 | 52.05亿 | 31.40 乙 | 83.45亿 | | HK 00700 | | | +20.66亿 | | 阿里巴巴-W | ...

2月4日晚，晶科能源发布股票交易异常波动公告称， 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。 业绩方面，1月14日晚，晶科能源发布的公告显示，公司预计2025年度归母净利润为负值，公司2025年年度经营业绩将出现亏损。 此外，晶科能源表示， 公司关注到近期资本市场对"太空光伏"等概念关注度较高，相关板块二级市场表现较为活跃。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，未来技术应用与产业化落地仍需要一定的时间周期。 截至目前，公司主营业务产品仍聚焦于地面光伏领域，公司未有涉及"太空光伏"的订单收入，未对公司经营业绩造成影响，请投资者注意理性判断。 2月4日午后，光伏板块冲高， 太空光伏方向强势领涨， 晶科能源迅速拉出20%涨停。 | W | | 晶科能源(688223) | | | | --- | --- | --- | --- | --- | | | | 闭市 02-04 15:00:02 科 通 融 | | | | 8.40 ...

新华财经北京2月4日电 2月4日晚间，晶科能源、双良节能、晶盛机电等多家上市公司回应太空光伏相 关业务。 晶科能源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。 国晟科技公告，有部分自媒体报道公司为某商业航天公司提供HJT光伏系统、公司涉及太空光伏业务等 信息。公司的异质结（HJT）电池组件产品主要应用于集中式电站、分布式电站等场景，公司目前未涉 及太空光伏业务。 二级市场上，2月4日，A股太空光伏方向领涨。截至当日收盘，中来股份、时创能源、晶科能源、润泽 新能以20%的涨幅涨停，亚玛顿、永臻股份、TCL中环、国晟科技以10%的涨幅涨停，海泰新能、欧普 泰、晶盛机电涨逾10%。 （文章来源：新华财经） 双良节能公告称，近期资本市场对"商业航天"、"太空光伏 ...

Core Viewpoint - The A-share space photovoltaic concept experienced a strong surge on February 4, with the Space Photovoltaic Index rising by 5.1%, driven by rumors of Elon Musk's team visiting multiple Chinese photovoltaic companies to explore potential projects [1][2]. Group 1: Market Performance - The Space Photovoltaic Index (8841929) increased to 4033.38, marking a rise of 195.86 points or 5.10% [2]. - Key stocks such as JinkoSolar (晶科能源) and Zhonglai Co. (中来股份) hit the daily limit with a 20% increase, while other companies like Tuojin New Energy (拓日新能) and Trina Solar (天合光能) also saw significant gains [1][2]. Group 2: Company Responses - JinkoSolar confirmed contact with Musk's team regarding their technology and production capabilities but stated that no formal agreements or collaborations have been established yet [3]. - GCL Group acknowledged that Musk's team visited to understand their silicon and perovskite business in the U.S. [4]. - Guosheng Technology (国晟科技) and Shuangliang Energy (双良节能) both clarified that they are not involved in space photovoltaic business and highlighted the uncertainty surrounding the commercialization of such technologies [6][8]. Group 3: Industry Outlook - The space photovoltaic sector is still in the early stages of technological exploration, with no confirmed projects or clear commercialization pathways [3][7]. - Companies like JinkoSolar and Jingcheng Electric (晶盛机电) emphasized the need for caution, as the industry faces significant uncertainties regarding the viability and scalability of space photovoltaic applications [7][8].

Core Viewpoint - The A-share space photovoltaic concept experienced a strong surge, with the Space Photovoltaic Index rising by 5.1% on February 4, driven by rumors of Elon Musk's team visiting multiple Chinese photovoltaic companies to explore potential projects [1][2]. Group 1: Market Performance - The Space Photovoltaic Index reached 4033.38, marking an increase of 195.86 points or 5.1% [2]. - Key stocks such as JinkoSolar and Zhonglai Co. both hit the daily limit with a 20% increase, while other companies like Tuojri New Energy and Trina Solar also saw significant gains [1][2]. Group 2: Company Responses - JinkoSolar confirmed contact with Musk's team but stated that no cooperation or formal agreements have been established yet, emphasizing that the space photovoltaic technology is still in the exploratory phase [3]. - GCL Group acknowledged that Musk's team visited to understand their silicon and perovskite business layout in the U.S. [3]. - Guosheng Technology and Shuangliang Energy both clarified that they have not engaged in any space photovoltaic business and highlighted the uncertainties surrounding the commercialization of such technologies [5][7]. Group 3: Industry Outlook - The space photovoltaic application is still in the exploratory stage, with significant uncertainties regarding its industrialization process [7]. - Companies involved in the photovoltaic supply chain are experiencing increased market attention, which may indirectly influence investor expectations for future business expansion [7].

Group 1 - The company Hekang New Energy has no plans to engage in space photovoltaic business [1] - JinkoSolar stated that it will fulfill information disclosure obligations according to exchange regulations regarding contracts signed in daily operations [1] - Weining Health has not made any investments in brain-computer interface technology [1] Group 2 - Qianli Technology's subsidiary Qianli Zhijia has officially submitted an application for L3-level intelligent driving testing license [1] - Aokang Co. plans to sell part of its silver assets based on market conditions [1] - Changguang Huaxin denied rumors of a 4.5 billion strategic investment from Huawei [1] - Guancheng New Materials reported that the prices of different products for electrolyte additives have increased to varying degrees [1] - Wireless Media confirmed that it does not have any films for the Spring Festival release [1]

格隆汇2月4日丨泽润新能(301636.SZ)披露投资者关系活动记录表显示，卫星太阳翼相关产品与地面光 伏相比结构及应用环境差异较大，主要产品包括连接器、电源控制器等。公司目前暂未就太阳翼接线盒 (或类似产品)进行研发。公司将密切关注太空光伏相关应用场景的技术发展趋势，结合在光伏组件接线 盒和智能接线盒领域的技术储备，对相关应用场景的市场趋势和客户需求进行前期调研和分析，持续关 注产品轻量化、高可靠密封、抗辐照、抗原子氧以及辐射散热等难题，并根据市场需求或产业进展适时 进行前瞻性预研或技术储备。 ...

格隆汇2月4日丨泽润新能(301636.SZ)披露投资者关系活动记录表显示，卫星太阳翼相关产品与地面光 伏相比结构及应用环境差异较大，主要产品包括连接器、电源控制器等。公司目前暂未就太阳翼接线盒 (或类似产品)进行研发。公司将密切关注太空光伏相关应用场景的技术发展趋势，结合在光伏组件接线 盒和智能接线盒领域的技术储备，对相关应用场景的市场趋势和客户需求进行前期调研和分析，持续关 注产品轻量化、高可靠密封、抗辐照、抗原子氧以及辐射散热等难题，并根据市场需求或产业进展适时 进行前瞻性预研或技术储备。 ...

Core Viewpoint - ZERUN New Energy (301636.SZ) has disclosed that the high gross margin of its photovoltaic junction boxes is primarily due to a higher proportion of overseas business, which has a relatively higher gross margin compared to domestic operations [1] Group 1 - The company reported that its photovoltaic junction box gross margin is significantly influenced by its overseas business operations [1] - The gross margin from overseas business is higher than that from domestic business, contributing to overall profitability [1]

Core Viewpoint - ZERUN New Energy (301636.SZ) has disclosed that the high gross margin of its photovoltaic junction boxes is primarily due to a relatively high proportion of overseas business, which has a higher gross margin compared to domestic operations [1] Group 1 - The company reported that its overseas business contributes significantly to its overall gross margin [1] - The gross margin from overseas operations is higher than that from domestic operations [1]