本文字数：2393，阅读时长大约4分钟 2026.01.11 所谓太空光伏，指在航天器或卫星上搭载光伏组件，以实现航天器或卫星的供电。某国内光伏企业高管 对第一财经记者表示，太空自身丰富的光照资源以及在卫星上部署光伏组件的可实施性共同决定了，太 空光伏已成为卫星供能的首要选择。"近地轨道卫星可实现90分钟绕地球一圈，日照占比超六成，而且 外太空可避免大气层的干扰，每平方米光照强度较地球高三成。" 有了马斯克的"站台"，业内有观点称，太空光伏的元年即将到来。第一财经记者注意到，中国光伏企业 和二级市场近日"隔空回应"了其有关太空光伏的畅想并细化了商业化的时间表。 晶科能源（688223.SH）董事长李仙德公开表示，同样一块板子，在太空的平均发电量比地球上安装的 要高出7至10倍，破解了间歇性和衰减的瓶颈，原则上它可以一直用，一直发电。 天合光能（688599.SH）董事长表示，2026年，公司将加快推进钙钛矿量产化、商业化进程，开启太空 光伏、星际算力新纪元。 作者 |第一财经 陆如意 特斯拉CEO马斯克近日在一场3小时的长访谈中，深度讨论了科技发展、AI趋势、商业创新、人类未来 等话题。其中在能源相关议题，马 ...

Core Viewpoint - Tesla is facing increasing challenges in the Chinese market, which is crucial for its global operations, as local competitors gain popularity and market share, leading to a decline in Tesla's sales and market presence [1][5][6]. Group 1: Market Dynamics - Tesla's market share in China has dropped from 11% in early 2021 to 4% by May 2023, while competitors like BYD hold approximately 29% of the market [7]. - In May 2023, Tesla's sales in China were just under 40,000 units, a 30% decrease year-over-year, contrasting with a 28% growth in the overall Chinese electric vehicle market [6][7]. Group 2: Consumer Preferences - Chinese consumers find Tesla's models increasingly unappealing, citing a lack of innovative features compared to local brands, which offer advanced functionalities like large screens and integrated entertainment systems [1][3]. - A former Tesla owner switched to a Xiaomi electric vehicle, highlighting the perception that Tesla has become "boring" and lacks revolutionary features [8]. Group 3: Technological Challenges - Tesla's Full Self-Driving (FSD) system has not received full regulatory approval in China, hindering its competitive edge in the autonomous driving sector [2][9]. - Local competitors have developed advanced driver-assistance technologies at lower prices, further challenging Tesla's market position [9][10]. Group 4: Strategic Responses - Tesla plans to introduce a lower-cost version of the Model Y SUV by 2026 to boost sales, but there are concerns that without significant price reductions, these models may struggle against local competitors [5][4]. - The company has attempted to adapt by offering popular local applications, but the overall number of available applications remains limited compared to local brands [3]. Group 5: Future Outlook - Experts suggest that Tesla's path in China may become increasingly difficult as local companies rise, drawing parallels to past experiences of American firms in the Chinese market [6]. - Despite challenges, Tesla's CEO Elon Musk remains optimistic about the company's resilience and potential to lead in future technologies, including humanoid robots, although competition from local startups is intensifying [11][12].