2月4日，科创板光伏（核心股）龙头晶科能源（688223）午后异动大涨，封20cm涨停，昨日涨幅超13%，2日涨超35%，股价短期拉升幅度显著，资金做多 情绪集中释放。 光伏（核心股）板块中，中来股份、泽润新能、亚玛顿、拓日新能等多股涨停。 股市有风险，投资需谨慎！本文所有内容仅为基于公开信息的信息参考与客观分析，不构成任何投资建议，单日异动受短期情绪、资金流向等多重因素影 响，过往表现不代表未来收益，投资者应结合自身风险承受能力自主决策，并自行承担相应的投资风险。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 综合各方公开信源、资金流向、行业动态及市场情绪梳理分析，晶科能源股价异动，背后三大因素共同作用的结果，其一，题材传闻助推情绪升温，AI+太 空钙钛矿电池的跨界合作传闻，此外市场有传闻称，马斯克团队近期秘密走访了中国多家光伏（核心股）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。对此晶科能源透露，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。 其二，光伏（核 ...

Core Viewpoint - The company, as a leading player in the photovoltaic battery sector, is focusing on technological innovation and expanding its market presence in North America, particularly in high-value segments, while also venturing into the aerospace market through its investment in Shangyi Optoelectronics [1] Group 1: North American Market Sales and Expansion Plans - The company has indicated that its overseas sales will exceed 50% by the third quarter of 2025, with North America being a key area for expansion [1] - To better meet local market demands and adapt to global trade changes, the company is actively pursuing diverse strategies such as technological cooperation and capacity construction to enhance its supply capabilities in core markets like North America [1] Group 2: Technological Advancements - The company has achieved a laboratory efficiency of over 32% for perovskite tandem batteries, positioning itself at the forefront of the industry [1] - The focus on technological innovation is seen as a solid foundation for expanding into overseas markets [1] Group 3: Aerospace Market Development - Through its investment in Shangyi Optoelectronics, the company is entering the space photovoltaic sector, developing space perovskite battery products that are lightweight and highly resistant to radiation [1] - The company aims to cater to the needs of low Earth orbit satellites and space computing, with plans to mass-produce these products and enhance service capabilities for both domestic and North American aerospace markets [1]