·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 ...

Core Viewpoint - The resolution of the patent disputes between JinkoSolar and Longi Green Energy reflects a shift towards a healthier business ecosystem in the photovoltaic industry, emphasizing the importance of intellectual property as a competitive tool and the need for collaboration to enhance innovation and market stability [1][2][10]. Group 1: Patent Dispute Resolution - JinkoSolar and Longi Green Energy have reached a settlement agreement to end all ongoing patent disputes globally, including cross-licensing arrangements for core patents [4][5]. - The patent litigation between these two leading companies has been extensive, involving at least 13 cases over the past 10 months across multiple jurisdictions, including China, Japan, the United States, Australia, and Europe [6][7]. Group 2: Industry Implications - The resolution of the disputes is seen as a positive development for the entire photovoltaic industry, indicating a collective move towards protecting intellectual property and fostering a more stable market environment [10][11]. - The industry is currently experiencing a phase of "internal competition," where prolonged disputes could harm both parties and benefit emerging foreign competitors, highlighting the need for constructive engagement and consensus [2][12]. - Future competitiveness in the photovoltaic sector will depend not only on production capacity but also on the ability to create a virtuous cycle in technology, standards, and ecosystem development [2][12].