在中国光伏行业协会主办的光伏行业2025年发展回顾与2026年形势展望研讨会上，相关监管部门重申行 业"反内卷"仍是当前重点工作。工业和信息化部电子信息司副司长王世江指出，光伏行业正处于新一轮 深度调整期，行业深层次的供需错配尚未解决，企业经营面临较大挑战，治理行业"内卷"将是今年工作 的重中之重。 尽管概念股回调，部分券商仍看好太空光伏长期前景。中信证券研报指出，太空光伏并非炒作，正在进 入规模化部署的前夜。判断技术是否具有真实价值，关键看其是否具备真实需求、工程落地能力和商业 闭环。该机构预计，2025年至2040年，年卫星发射数量将从5000颗增长至50000颗，其中砷化镓电池短 期内仍将占据80%市场份额，但随着成本下降和技术进步，P型HJT及钙钛矿／晶硅叠层电池渗透率将 逐步提升，尤其是钙钛矿／晶硅叠层电池远期渗透率预计可达60%。中信证券测算，未来远期卫星领域 光伏电池片整体市场空间将达到3288亿元，相较于当前，市场空间有望增长30倍以上。 太空光伏概念股集体回应业务情况 市场情绪波动引关注。2月5日，A股太空光伏概念股集体回调。此前 因美国企业家埃隆·马斯克的团队考察传闻而大幅上涨的钧达股份、 ...

2月5日，A股太空光伏概念股集体回调。此前因美国企业家埃隆·马斯克的团队2月4日考察传闻而大幅上 涨的钧达股份、双良节能跌停，捷佳伟创、奥特维、迈为股份、晶盛机电、晶科能源等多股大跌。 面对市场情绪波动，多家被市场传闻列为考察对象的上市公司密集发布异动公告，紧急澄清太空光伏相 关业务情况。 晶科能源明确表示，目前太空光伏尚处于技术初步探索阶段，产业化进程受技术发展、行业政策、市场 环境等多因素影响，未来技术应用与产业化落地仍需较长时间周期。截至目前，公司主营业务仍聚焦于 地面光伏领域，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。 晶盛机电称，目前太空光伏应用场景尚处于探索阶段，产业化进程仍面临不确定性。公司主营业务为光 伏产业链设备及辅材耗材的研发、生产与销售，相关概念的市场热度可能影响投资者预期。 不过，尽管概念股回调，部分券商仍看好太空光伏长期前景。中信证券研报指出，太空光伏并非炒作， 正在进入规模化部署的前夜。判断技术是否具有真实价值，关键看其是否具备真实需求、工程落地能力 和商业闭环。该机构预计，2025年至2040年，年卫星发射数量将从5000颗增长至50000颗，其中砷化镓 电池短期内仍 ...

Core Viewpoint - The A-share space photovoltaic concept stocks experienced a collective decline following a previous surge due to rumors of an investigation by Elon Musk's team, prompting several companies to clarify their involvement in space photovoltaic business [1][2]. Group 1: Company Responses - JinkoSolar stated that space photovoltaic technology is still in the preliminary exploration stage, with industrialization affected by various factors, and that its main business remains focused on ground photovoltaic, with no revenue from space photovoltaic [1]. - Jinglong Technology indicated that the application scenarios for space photovoltaic are still exploratory, and the industrialization process faces uncertainties, with its main business being the research, production, and sales of photovoltaic equipment and materials [1]. - Shuangliang Eco-Energy announced that the application scenarios for space photovoltaic are still in exploration, with significant uncertainties in industrialization, and that it has not engaged in space photovoltaic business, which has no substantial impact on current performance [1]. - Guosheng Technology clarified that its heterojunction (HJT) battery products are primarily used in centralized and distributed power stations, with no involvement in space photovoltaic business [2]. Group 2: Industry Outlook - The photovoltaic industry is undergoing a deep adjustment period, with significant challenges in supply-demand mismatches, and addressing "involution" in the industry is a key focus for regulatory authorities this year [2]. - Despite the recent pullback in concept stocks, some brokerages remain optimistic about the long-term prospects of space photovoltaic, with CITIC Securities indicating that it is on the verge of large-scale deployment [2]. - CITIC Securities projects that the number of satellite launches will increase from 5,000 to 50,000 between 2025 and 2040, with gallium arsenide batteries currently holding an 80% market share, but the penetration of P-type HJT and perovskite/silicon tandem batteries is expected to rise as costs decrease and technology advances [2]. - The future market space for photovoltaic cells in the satellite sector is estimated to reach 328.8 billion yuan, representing a potential growth of over 30 times compared to the current market [3].