·2026年核心投资主线：前期两个板块的股价经过一定回调，积蓄了2026年春节后的上涨势能，相关板块具备上涨 潜力。 ·美企光伏产能规划：特斯拉与SpaceX合计规划200GW光伏产能，二者布局场景存在明显差异：特斯拉的100GW产 能聚焦地面分布式电站、大型电站及储能配套，主要匹配地面电站与数据中心的供电需求；SpaceX的100GW产能 专供低轨卫星、太空AI数中心、轨道光伏电站等太空场景，形成地面与太空双轮驱动的格局。 ·商业航天近期行业事件：春节期间太空光伏及商业航天板块无重大事件，重要事件集中在春节前：2月10日电科 蓝天登陆科创板，是2025年底发布的商业火箭第五套上市标准化细则落地的经典案例，可加速相关火箭和卫星企 业的资本化通道；2月11日长征十号在海南文昌发射成功，完成低空演示验证，飞船海上安全降 ·2026年核心投资主线：前期两个板块的股价经过一定回调，积蓄了2026年春节后的上涨势能，相关板块具备上涨 潜力。 ·商业航天近期行业事件：春节期间太空光伏及商业航天板块无重大事件，重要事件集中在春节前：2月10日电科 蓝天登陆科创板，是2025年底发布的商业火箭第五套上市标准化细则落地的经典案 ...

文｜创客公社产研组 近日，一则重量级消息刷屏科技圈。 世界首富埃隆·马斯克旗下SpaceX团队低调秘访苏州，目标直指苏州本土一家资产规模超2000亿元的绿色科技巨头——协鑫集团。 马斯克究竟看中了协鑫的哪张"王牌"？扎根苏州的协鑫，又能否借此次探访，站上太空光伏的全新风口？ 世界首富，究竟看中了协鑫什么？ 要弄明白马斯克团队为何要考察协鑫，首先要关注一个关键词——太空光伏。 据上海证券报等多家权威媒体报道，2月上旬，SpaceX考察团实地探访协鑫集团总部，核心聚焦其颗粒硅与钙钛矿两大核心业务的美国布局，深入了解相 关技术研发与产业化进展。 作为扎根苏州、辐射全球的老牌光伏龙头，协鑫集团早已深耕绿色低碳赛道，构建起集风光储电算于一体的完整产业生态，更是当前全球钙钛矿技术商业 化的领跑者，资产规模稳居2000亿元量级。 这场看似低调的探访，早已在资本市场掀起轩然大波。 近5个交易日内，协鑫股价强势飙升超52%，市值大幅攀升，成为光伏板块乃至科技赛道的焦点黑马。即便协鑫集团第一时间澄清"目前与SpaceX暂无实质 性合作"，也未能浇灭市场的热情，资本的掌声依旧持续加码。 一边是全球科技偶像马斯克的前沿布局，一边是江 ...

Group 1 - GCL-Poly Energy Holdings Limited (stock code: 03800) saw its stock price rise by 2.73% to HKD 1.13, with a trading volume of HKD 392 million [4] - According to a report by CMB International, the commercial aerospace theme is gaining traction, and perovskite batteries, due to their high energy-to-weight ratio, are expected to become the preferred choice for space photovoltaics, accelerating development [6] - GCL-Poly holds a 43.65% stake in its joint venture, GCL-Poly Solar, which is one of the top three companies in the perovskite sector, with GW-level production lines already in operation, positioning it to benefit significantly [6] - The European Union's carbon tariff will officially take effect on January 1, 2026, which is expected to lead to a price premium for granular silicon compared to rod silicon, reversing the current discount [6]

Group 1 - GCL-Poly Energy (03800) saw a nearly 4% increase in stock price, reaching HKD 1.15 with a trading volume of HKD 311 million [1] - On February 4, a representative from GCL-Poly confirmed that a team from Elon Musk's SpaceX visited several photovoltaic companies in China, including GCL-Poly, to understand its granular silicon and perovskite business in the U.S. [1] - According to a report from CMB International, the commercial aerospace theme is gaining traction, and perovskite batteries, due to their high energy-to-weight ratio, are expected to become the preferred choice for space photovoltaics, accelerating development [1] Group 2 - GCL-Poly holds a 43.65% stake in its joint venture, GCL-Poly Solar, which is currently one of the top three perovskite leaders in the industry, with GW-level production lines already in operation, indicating significant benefits ahead [1] - The EU carbon tariff is set to be implemented on January 1, 2026, which is expected to shift granular silicon from a discount compared to rod silicon to a premium [1]

Core Viewpoint - GCL-Poly Energy Holdings Limited (03800) has seen a nearly 4% increase in stock price, attributed to recent visits by Elon Musk's SpaceX team to Chinese photovoltaic companies, including GCL-Poly, to explore its silicon and perovskite business in the U.S. [1] Group 1: Company Developments - GCL-Poly's stock rose by 4.55%, reaching HKD 1.15, with a trading volume of HKD 311 million [1] - A representative from GCL-Poly confirmed that SpaceX's team visited to understand the company's operations in granular silicon and perovskite technology [1] Group 2: Industry Insights - According to a report from CMB International, the commercial space theme is gaining traction, with perovskite batteries expected to become the preferred choice for space photovoltaics due to their high energy-to-weight ratio [1] - GCL-Poly holds a 43.65% stake in its joint venture, GCL-Poly Solar, which is among the top three leaders in the perovskite sector, with GW-level production lines already in operation [1] - The European Union's carbon tariff will officially take effect on January 1, 2026, which is expected to shift the pricing of granular silicon from a discount compared to rod silicon to a premium [1]

出品 | 妙投APP 作者 | 董必政 编辑 | 丁萍 一、非"光"不可 过去两年，光伏行业经历了惨烈的周期下行。产能过剩、价格内卷，让大量企业深陷亏损泥潭，股价 更是跌得只剩零头。 此时，"太空光伏"概念的横空出世，尤其是马斯克的亲自站台，无疑给绝望中的资本市场递上了一根 救命稻草。市场充满了美好的联想：如果能搭上SpaceX和特斯拉的快车，中国光伏企业或许能通过 技术输出或代工，再度迎来春天。 头图 | AI制图 2月4日，沉寂许久的A股光伏板块被一股神秘力量猛然点燃。 盘面上，泽润新能、中来股份等瞬间掀起"20CM"涨停潮，TCL中环巨量封板，光伏设备龙头晶盛机 电大涨近13%，东方日升也紧随其后涨近7%。 资金的嗅觉总是最灵敏的，谜底很快被揭晓。 据多方消息证实，马斯克旗下团队正低调秘访中国多家光伏龙头企业，从设备到硅料、硅片、从异质 结（HJT）到钙钛矿，把光伏产业链全面摸底一遍。 这可不是随便看看。 1月22日，马斯克在达沃斯世界经济论坛宣布，SpaceX与特斯拉将在三年内（2026-2028年）于美国 本土分别建设100GW光伏产能，合计200GW。该产能主要用于地面数据中心与太空AI卫星供能。 ...

Core Viewpoint - The recent interest from Elon Musk's team in China's photovoltaic industry has sparked significant market activity, suggesting a potential turning point for the sector after a prolonged downturn [1][2]. Group 1: Market Reaction - On February 4, the A-share photovoltaic sector saw a surge, with companies like Zairun New Energy and TCL Zhonghuan hitting the "20CM" limit-up, while leading equipment manufacturer Jing Sheng Machinery rose nearly 13% [1]. - Following the initial excitement, the market experienced a sharp reversal, with the photovoltaic ETF dropping 5.45% and companies like Jun Da and Gao Ce falling significantly [5]. Group 2: Industry Context - The photovoltaic industry has faced severe challenges over the past two years, including overcapacity and price competition, leading many companies into losses [2]. - Musk's announcement of plans to build 200GW of photovoltaic capacity in the U.S. by 2028 has raised hopes for a revival in the Chinese photovoltaic sector [2]. Group 3: Strategic Implications - Musk's interest in the photovoltaic sector is seen as a strategic necessity, given the energy demands in North America, where a projected power shortfall of 88GW is expected between 2025 and 2028 [7]. - The potential for space-based solar power, which can achieve significantly higher efficiency due to constant sunlight in geosynchronous orbit, presents a compelling opportunity for innovation [8][9]. Group 4: Opportunities for Chinese Companies - The entry of Musk's team into the photovoltaic space is likely to lead to a revaluation of certain companies, particularly those involved in core materials and equipment manufacturing [12]. - Companies like GCL-Poly, which possess advanced technology in granular silicon, may benefit from potential collaborations with Musk's team [14][16]. - Equipment manufacturers are expected to be the first beneficiaries, as establishing production facilities in the U.S. will require purchasing equipment from Chinese suppliers [18][20]. Group 5: Long-term Outlook - The development of space solar power technology, particularly using gallium arsenide (GaAs) and perovskite solar cells, could revolutionize the industry, with Musk's involvement potentially accelerating commercialization [21][22]. - The collaboration between Musk's companies and Chinese photovoltaic firms could lead to breakthroughs in technology that are currently in the experimental stage, enhancing the overall value of the sector [23].

Core Viewpoint - GCL-Poly Energy Holdings Limited (03800) experienced a significant stock price increase of 9.26%, reaching HKD 1.18, with a trading volume of HKD 608 million, following news of a visit from a team associated with Elon Musk's SpaceX to several Chinese photovoltaic companies [1][5]. Company Developments - A representative from GCL-Poly confirmed that the SpaceX team visited their facilities to understand the company's developments in granular silicon and perovskite business in the United States [1][5]. Industry Insights - According to Guotai Junan Securities, as SpaceX advances its satellite launch and related in-orbit application strategies, the trend of exploring orbital AI data centers is becoming more apparent. Photovoltaics are expected to play a crucial role as an energy supply method in space scenarios, potentially leading to increased application opportunities in the construction of orbital data centers, benefiting related photovoltaic equipment manufacturers [1][5].

Core Viewpoint - GCL-Poly Energy Holdings Limited (03800) experienced a significant stock increase of 5.56%, reaching HKD 1.14, with a trading volume of HKD 30.36 million, following news of a visit from a team associated with Elon Musk's SpaceX to several Chinese photovoltaic companies [1] Group 1: Company Developments - GCL-Poly's management confirmed that a team from SpaceX visited the company to understand its business layout in granular silicon and perovskite in the United States [1] - The visit indicates potential interest from SpaceX in GCL-Poly's technology and capabilities in the photovoltaic sector [1] Group 2: Industry Insights - According to Guotai Junan Securities, as SpaceX advances its satellite launch and related in-orbit application strategies, the trend of exploring orbital AI data centers is becoming more apparent [1] - Photovoltaics are expected to play a crucial role as an energy supply method for space scenarios, potentially leading to increased application opportunities in the construction of orbital data centers, benefiting related photovoltaic equipment manufacturers [1]

2026年2月5日 星期四 V 商务部定于2月5日举行新闻发布会, 商务领域重点工作有关情况 2 美国1月24日当周续请失业救济人数 3 美国1月31日当周首次申请失业救济 4 光伏行业2025年发展回顾与20269 研讨会将于2月5日举办 1 习近平同美国总统特朗普通电话 2月4日晚，国家主席习近平同美国总统特朗普通电话。习近平指出，只要双方秉持平等、尊重、互惠的态度相向而行，就可以找到解决彼此关切的办法。双 方要按照我们达成的共识，加强对话沟通，妥善管控分歧，拓展务实合作，不以善小而不为，不以恶小而为之，一件事一件事去做，不断积累互信，走出一 条正确相处之道，让2026年成为中美两个大国迈向相互尊重、和平共处、合作共赢的一年。（央视新闻） 2 隔夜市场 美股三大指数收盘涨跌不一，道指涨0.53%，纳指跌1.51%，标普500指数跌0.51%，热门科技股普遍下跌，AMD跌超17%，英伟达、特斯拉、博通、Meta跌 超3%，谷歌、亚马逊跌超2%，苹果涨超2%；半导体设备与材料、存储概念股、加密矿企跌幅居前，闪迪跌近16%，美光科技跌超9%，西部数据跌超7%。 纳斯达克中国金龙指数跌1.95%，中概股普跌，哔哩 ...