智通财经APP讯，天合光能(688599.SH)公告，公司于2026年2月5日在上证E互动平台就投资者关于"公 司是否与SpaceX有合作关系"的问题做出回复，公司就相关业务情况补充说明。 截至本公告披露日，公司未有涉及"太空光伏"的相关订单收入，未对公司经营业绩造成影响。 经核实，公司于2010年至2018年期间累计向北美区域客户Tesla Motors及其前身SolarCity供应了规模为 775MW的组件，自此之后公司未再与其开展业务合作。截至目前，公司未与SpaceX开展任何合作，亦 未签署任何框架性协议或正式协议，未有在手订单。 ...

经核实，公司于2010年至2018年期间累计向北美区域客户Tesla Motors及其前身SolarCity供应了规模为 775MW的组件，自此之后公司未再与其开展业务合作。截至目前，公司未与SpaceX开展任何合作，亦 未签署任何框架性协议或正式协议，未有在手订单。 天合光能(688599.SH)公告，公司于2026年2月5日在上证E互动平台就投资者关于"公司是否与SpaceX有 合作关系"的问题做出回复，公司就相关业务情况补充说明。 截至本公告披露日，公司未有涉及"太空光伏"的相关订单收入，未对公司经营业绩造成影响。 ...

Core Insights - The silicon wafer prices are under pressure, with significant declines observed in various types of wafers, indicating a weak market demand [1][2] - The overall operating rates in the industry have slightly decreased, reflecting reduced production levels among major companies [1][2] Price Trends - N-type G10L monocrystalline silicon wafers (182*183.75mm/130μm) have an average transaction price of 1.20 yuan per piece, down 4.76% week-on-week [1][3] - N-type G12R monocrystalline silicon wafers (182*210mm/130μm) have an average price of 1.26 yuan per piece, down 4.55% week-on-week [1][3] - N-type G12 monocrystalline silicon wafers (210*210mm/130μm) have an average price of 1.45 yuan per piece, down 4.61% week-on-week [1][3] Market Conditions - The downstream demand remains weak, leading to a significant reduction in silicon wafer procurement [1][2] - The overall industry operating rate has been slightly adjusted, with major companies operating at rates of 50% and 46%, while integrated companies maintain rates between 50%-68% [1][2] Future Outlook - Short-term demand for silicon wafers is expected to remain weak, with a projected monthly production decrease of about 5% due to reduced battery cell production [2] - Post-holiday, as rigid orders from downstream gradually release, the supply-demand relationship for silicon wafers may gradually improve, potentially providing some market support [2]

Core Insights - The conference "Gathering Light, Storing Power, and Winning Together" held by Trina Solar emphasized the shift from a "price war" to a "value war" in the solar industry, focusing on long-term asset operation and value realization [2][28] - Trina Solar's strategy for 2026 includes a commitment to technology integration, business collaboration, and scenario-based solutions to enhance the synergy between solar and storage [2][28] Industry Trends - The industry is moving towards prioritizing terminal scenarios and brand value in solar project development, with a call to avoid blindly pursuing high efficiency and power [30][32] - The concept of "true value" in terminal scenarios is defined as the ability to generate more electricity and revenue, rather than just theoretical parameters [30][32] Strategic Directions - EPC (Engineering, Procurement, and Construction) companies are encouraged to adopt a "lean total package + value-added services" approach, while energy management companies (EMC) should standardize energy storage solutions [32] - The focus for 2026 is on eliminating inefficient players and rewarding those who adopt refined practices, marking a pivotal moment for the industry [32] Partner Engagement - Trina Solar signed strategic agreements with 27 partners, reinforcing long-term collaboration and commitment to creating a healthy industry ecosystem [21][47] - The company aims to provide certainty in navigating market fluctuations by focusing on technological breakthroughs and expanding its ecosystem [45][47] Future Outlook - The conference concluded with a strong message of hope and collaboration, emphasizing that the future of the solar industry lies in mutual growth and shared values [52][28] - Trina Solar is dedicated to working closely with partners to enhance product value and ensure sustainable development in the solar and storage sectors [52][28]

证券日报网讯 2月5日，天合光能在互动平台回答投资者提问时表示，公司在《公司章程》《信息披露 管理制度》《市值管理制度》等规章制度中均有关于投资者权益保障的内容。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 2月5日，天合光能在互动平台回答投资者提问时表示，截至2026年1月31日，公司股东人 数为66428户。 ...

Group 1 - The photovoltaic sector experienced a significant decline, with a drop of 6.67%, and space photovoltaic concept stocks also fell by 4.86% [2] - Notable individual stock declines included JunDa Co., Ltd. and JinCheng Co., Ltd., which hit the daily limit down, while Jiejia Weichuang and JingSheng Machinery fell by 12.39% and 9.85%, respectively [2] - Recent speculation arose from Elon Musk's team visiting several Chinese photovoltaic companies, which sparked renewed interest in space photovoltaic collaborations [3][4] Group 2 - Despite the initial excitement, most companies reported no knowledge of any collaboration with Musk's team, with many issuing clarifications stating no agreements or orders were in place [3][4][6] - Companies like JinkoSolar and GaoCe Co., Ltd. confirmed they had not engaged in any space photovoltaic-related business or partnerships [4][6] - The market's reaction to the rumors led to some companies, such as GCL Group, experiencing stock price increases, while others clarified their lack of involvement with Musk's team [6] Group 3 - The global satellite manufacturing and launch industry is rapidly developing, with projections indicating over 100,000 satellites in orbit by 2030, making space photovoltaic a potentially lucrative market [7] - The market for space photovoltaic could reach hundreds of billions by 2030, but significant technological breakthroughs are still required for commercialization [7][8] - Current space photovoltaic technologies are still in the exploratory phase, with no clear path to large-scale implementation, leading to uncertainty in the industry [8][9] Group 4 - A stark contrast exists between the hype surrounding space photovoltaic concepts and the actual financial performance of photovoltaic companies, with many forecasting substantial losses for 2025 [10] - Of the 64 companies that issued earnings forecasts, 39 expect losses, indicating a 61% loss rate within the sector, with major players like Tongwei Co., Ltd. predicting losses of up to 100 billion [10][11] - The overall financial outlook for the photovoltaic industry remains bleak, with only a small percentage of companies expecting profit increases [11]

天合光能回复称，公司曾与SpaceX在其火箭发射场的地面光伏电站有合作关系。 格隆汇2月5日｜有投资者在互动平台向天合光能提问：北极星太阳能光伏网的一篇文章曾经报道：据外 媒，SpaceX正在扩建其位于美国德克萨斯州博卡奇卡Starbase的太阳能农场。根据CNBC从美国鱼类和 野生动物管理局获得的FWS文件)显示SpaceX在发射设施中使用的是中国制造商天合光能制造的电池 板。以上是否属实？公司跟SpaceX有过合作吗？ ...

Core Insights - In January 2026, Chinese companies secured 24 energy storage orders, a 26% increase from 19 orders in the same month last year, with a total capacity of 37.013 GWh, up approximately 12% from 33 GWh year-on-year [2][5]. Group 1: Order Types and Capacities - Over 70% of the orders were for batteries, with 4 orders specifically for energy storage batteries/cells totaling 27.4 GWh, accounting for 74% of the total capacity [2]. - The largest order was a collaboration between Yiwei Lithium Energy and Shanghai Shenyu Loxie Energy Technology for a 20 GWh energy storage battery, which includes 10 GWh of large batteries and 10 GWh of cells [2]. - There were 17 orders for energy storage systems totaling 5.013 GWh, involving companies like Sungrow Power Supply, Hicharge Energy, Trina Solar, and others [2]. Group 2: Geographic Distribution of Orders - Domestic orders accounted for 6 orders with a total capacity of 24.7 GWh, primarily from Yiwei Lithium Energy, Trina Solar, and others [5]. - 75% of the orders were from overseas markets, covering regions such as Europe, Africa, Australia, South America, and Southeast Asia, including countries like Egypt, Finland, and Malaysia [5]. - Notably, the overseas orders included significant projects like a 250 MW/1000 MWh energy storage project in Italy and a 1 GWh integrated green energy project in Malaysia [3]. Group 3: Company Performance and Projections - Companies like Penghui Energy reported over 10 GWh in hand orders as of October 2025, with strong overseas performance exceeding initial targets [8]. - Trina Solar indicated that its energy storage business became profitable in 2025, with a shipment target of 15 to 16 GWh for 2026, and over 12 GWh in overseas orders [8]. - Far East Holdings disclosed a total contract amount of 594 million yuan for energy storage systems in January 2026, with contracts covering both China and Europe [8].

| 证券代码：688599 | 证券简称：天合光能 | | 公告编号：2026-016 | | --- | --- | --- | --- | | 转债代码：118031 | 转债简称：天 转债 | 23 | | 天合光能股份有限公司 关于"天 23 转债"付息的公告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 天合光能股份有限公司（以下简称"公司"）于 2023 年 2 月 13 日发行的可 转换公司债券将于 2026 年 2 月 13 日开始支付自 2025 年 2 月 13 日至 2026 年 2 月 12 日期间的利息。根据《天合光能股份有限公司向不特定对象发行可转换公 司债券募集说明书》（以下简称"《可转债募集说明书》"）有关条款的规定，现将 有关事项公告如下： 一、 可转换公司债券基本情况 （一）发行上市概况 经中国证券监督管理委员会出具的《关于同意天合光能股份有限公司向不特 定对象发行可转换公司债券注册的批复》（证监许可〔2023〕157 号），同意公司 向不特定对象发行 8,864.751 ...