2026.02. 04 近日，市场有传闻称，马斯克团队近期秘密走访了中国多家光伏企业，考察项目涉及设备、硅片、电池组件等环节，其中重点考察了有异质结、钙钛矿 技术路线的光伏企业。 据21世纪经济报道，针对该传闻，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 "。 另据界面新闻自业内知情人士处了解到，上周，马斯克团队对包括TCL中环、晶科能源、晶盛机电等中国光伏企业进行了调研，对此，相关公司并未向 界面新闻直接回应上述消息的真实性。 此外，更早前，马斯克团队还对部分光伏设备商进行了调研。 2月4日午后，光伏板块集体上涨，晶科能源、TCL中环股价直接触达涨停。 品科能源(688223) W 交易中 02-04 13:56:53 科 通 融 8.40 额 39.54亿 股本 100.05亿 市盈 -16.7 万得 盘口 +20.00% 换 5.22% 市值1840亿 市净 3.08 +1 40 十月4 五日 ...

据交易所数据显示， 金晶科技连续两个交易日涨停，晋级2连板。该股今日于13：32封涨停，成交额 11.74亿元，换手率12.33%。金融界App AI线索挖掘：近期，相关板块受到市场关注。有消息称马斯克 团队近期考察中国多家 光伏企业，重点涉及异质结、钙钛矿技术路线。金晶科技作为国内TCO玻璃核 心供应商，已向钙钛矿龙头企业批量供货，受益于 钙钛矿电池产业化进程。此外，公司此前完成股份 回购用于员工激励，同步推进治理结构优化，财务费用下降及经营性现金流改善也为其基本面提供支 撑。 风险提示：连板股波动剧烈，注意追高风险，理性投资！（注：以上由AI基于交易所等公开数据 生成，内容不构成投资建议。） ...

Core Insights - The article highlights the successful transformation and strategic advancements of Yicheng New Energy Co., Ltd., a subsidiary of China Pingmei Shenma Group, which has been recognized as the only company from Henan Province in the 2025 China Brand 500 list [1] Group 1: Strategic Developments - Yicheng New Energy has adopted a dual-driven strategy focusing on "high-end carbon materials and new energy storage," actively engaging in strategic restructuring and industry mergers to enhance its competitive edge [1][3] - The company acquired approximately 65.55% of Shanxi Meishanhu Technology Co., Ltd. to expand its high-end carbon material production capacity and reduce production costs [2] - Yicheng New Energy also acquired 80% of Henan Pingmei Shenma Energy Storage Co., Ltd. to strengthen its position in the new energy storage sector [2] Group 2: Market Expansion - The company is advancing its "going global" strategy by signing supply agreements for lithium-ion battery anode materials with international clients, marking a significant breakthrough in overseas markets [2] - Yicheng New Energy has established overseas representative offices in Brazil, Zimbabwe, Zambia, and Mozambique to support its photovoltaic and energy storage projects [2] Group 3: Future Outlook - The company aims to continue optimizing its business layout by focusing on core competencies and gradually divesting non-core assets [3] - Yicheng New Energy plans to deepen strategic collaborations with industry leaders and large energy groups to expand market opportunities while enhancing its domestic market foundation [3] - The company will leverage its overseas offices to accelerate market entry and project implementation in countries along the Belt and Road Initiative, aiming to increase its global market share in the new energy and materials sector [3]

Group 1 - Hong Kong solar stocks experienced a rise in the afternoon trading session [1] - JunDa Holdings (02865.HK) increased by 10.39%, reaching HKD 50.45 [1] - GCL-Poly Energy (03800.HK) rose by 4.76%, trading at HKD 1.1 [1] - Xinyi Solar (00968.HK) saw an increase of 4.34%, priced at HKD 3.61 [1] - Flat Glass Group (06865.HK) gained 2.41%, with a price of HKD 11.47 [1]

午后，太空光伏概念再度拉升。晶科能源（688223）直线"20cm"涨停，此前中来股份、拓日新能涨停，天合光能、金晶科技、ST京机等涨幅靠前。 | 中来股份 | 10.32 | 20.00% | 0.00% | | --- | --- | --- | --- | | 300393.SZ | | | | | 晶科能源 | 8.40 | 20.00% | 0.84% | | 688223.SH | | | | | 拓日新能 | 7.04 | 10.00% | 0.00% | | 002218.SZ | | | | | 天合光能 | 22.17 | 9.32% | 1.60% | | 688599.SH | | | | | 金晶科技 | 6.81 | 6.41% | 0.15% | | 600586.SH | | | | | ST京机 | 14.95 | 4.99% | 0.00% | | 000821.SZ | | | | | 捷佳伟创 | 148.55 | 4.09% | 0.49% | | 300724.SZ | | | | | 西子洁能 | 18.57 | 3.86% | -0.54% | | 002534 ...

针对该传闻，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"。（21财经，泽塔） #马斯克团队密访中国光伏企业# 【马斯克团队密访中国多家光伏企业？晶科能源：公司有与考察团接 触】#晶科能源回应接触马斯克团队# 2月4日，A股太空光伏板块迎来强势爆发，截至午盘，太空光伏指 数大涨2.73%，其中，中来股份直线拉升，20CM涨停，拓日新能涨停，晶科能源、金晶科技、天合光 能等跟涨。 消息面上，市场有传闻称，马斯克团队近期秘密走访了中国多家光伏企业，考察项目涉及设备、硅片、 电池组件等环节，其中重点考察了有异质结、钙钛矿技术路线的光伏企业。 ...

Core Viewpoint - Solar stocks experienced a significant rise in the afternoon trading session, driven by rumors of Elon Musk's team visiting multiple Chinese solar companies for potential collaboration and technology assessment [1] Group 1: Stock Performance - JunDa Co., Ltd. (02865) saw an increase of 10.39%, reaching HKD 50.45 [1] - GCL-Poly Energy Holdings Limited (03800) rose by 4.76%, trading at HKD 1.1 [1] - Xinyi Solar Holdings Limited (00968) increased by 4.34%, priced at HKD 3.61 [1] - Flat Glass Group Co., Ltd. (06865) gained 2.41%, with a share price of HKD 11.47 [1] Group 2: Market Rumors and Investigations - Reports indicated that Elon Musk's team conducted secret visits to various Chinese solar enterprises, focusing on equipment, silicon wafers, and battery components, particularly those utilizing heterojunction and perovskite technologies [1] - A representative from JinkoSolar, a leading solar module manufacturer, confirmed contact with Musk's investigation team, noting that the team inquired about the company's technological capabilities and production equipment, although specific collaboration intentions were not disclosed [1] - The representative also mentioned that other major domestic solar companies were similarly approached for assessments [1]

Core Viewpoint - The stock of Canadian Solar Inc. (阿特斯) has seen a 5.03% increase, reaching a price of 16.51 CNY per share, with a trading volume of 1.176 billion CNY and a turnover rate of 5.45%, resulting in a total market capitalization of 60.148 billion CNY [1] Company Overview - Canadian Solar Inc. is a major global manufacturer of photovoltaic (PV) modules, established on July 7, 2009, and listed on June 9, 2023. The company focuses on the research, production, and sales of crystalline silicon PV modules, aiming to provide reliable, technologically advanced, and cost-effective products [2] - The company's business extends into PV application solutions, including PV system business, large-scale energy storage systems, and EPC services for PV power plants. The PV system business primarily involves the production and sales of distributed PV system products and components, including distributed energy storage systems [2] - As of the end of 2021, the revenue composition of the company was as follows: PV module product revenue accounted for 68.22%, energy storage system product revenue for 21.04%, PV system product revenue for 6.05%, construction contract revenue for 2.57%, and other revenue for 2.12% [2] Shareholder Insights - Among the top circulating shareholders of Canadian Solar, one fund from GF Fund Management, the GF High-end Manufacturing Stock A (广发高端制造股票A), entered the top ten shareholders in the third quarter, holding 20.6317 million shares, which is 1.48% of the circulating shares. The estimated floating profit for today is approximately 16.2991 million CNY [3] - The GF High-end Manufacturing Stock A was established on September 1, 2017, with a current scale of 4.067 billion CNY. Year-to-date, it has experienced a loss of 1.2%, ranking 5113 out of 5562 in its category, while its one-year return is 18.26%, ranking 3413 out of 4285 [3] Fund Performance - The GF Zhongzheng Photovoltaic Leader 30 ETF (广发中证光伏龙头30ETF) has increased its holdings in Canadian Solar by 419,000 shares, totaling 1.0782 million shares, which represents 3.34% of the fund's net value. The estimated floating profit for today is around 851,800 CNY [5] - This ETF was established on November 16, 2022, with a current scale of 481 million CNY. Year-to-date, it has achieved a return of 18.26%, ranking 71 out of 5562, while its one-year return is 77.07%, ranking 258 out of 4285 [5]

声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 02月04日消息，截止13:20，钙钛矿电池板块走强，中来股份、泽润新能、拓日新能涨停，东方日升、 阿石创、琏升科技、金晶科技、金辰股份等个股涨幅居前。 ...

据21世纪经济报道，针对该传闻，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"。 2月4日午后，光伏板块集体上涨，晶科能源股价直接涨停。 每经编辑｜段炼 近日，市场有传闻称，马斯克团队近期秘密走访了中国多家光伏企业，考察项目涉及设备、硅片、电池组件等环节，其中重点考察了有异质结、钙钛矿技 术路线的光伏企业。 马斯克力挺太空光伏 近期，马斯克的一番言论引发太空光伏行业狂欢。 当地时间1月22日，特斯拉CEO埃隆·马斯克在瑞士达沃斯世界经济论坛年会期间，在与贝莱德CEO拉里·芬克的对谈中明确力挺太空光伏，并披露关键产能 规划。他表示，SpaceX与特斯拉正同步推进太阳能产能提升，目标在未来三年内实现每年100GW的太阳能制造能力，用于地面数据中心与太空AI卫星供 能。 图片来源：视觉中国 "100GW是什么概念？这相当于目前中国全年新增光伏装机容量的近一半。"中国企业联合会特约研究员胡麒牧对《证券日报》记者表示，更关键 ...