图片来 源：视觉中国 智通财经记者｜马悦然 "目前，太空光伏技术仍处于探索和验证的初期阶段，确定明确的技术方向为时尚早。" 2月4日，中国光伏行业协会执行秘书长刘译阳对智通财经等媒体表示。 近两日，受马斯克团队相关调研消息带动，太空光伏概念再次引爆市场。 2月4日，智通财经自业内知情人士处独家获悉，上周马斯克团队调研了多家中国光伏企业，包括TCL中 环(002129.SZ）、晶科能源(688223.SH)、晶盛机电(300316.SZ)等。 今日晚间，协鑫集团也向智通财经确认，马斯克旗下公司团队考察了协鑫集团，对协鑫的颗粒硅与钙钛 矿业务布局进行了了解。 受上述消息影响，。 同日，晶盛机电、双良节能等股纷纷发布股票交易异常波动公告，警告市场风险。 晶盛机电称，近期资本市场对"太空光伏"等概念板块的关注度持续攀升，相关板块呈现出较高的市场热 度。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。 刘译阳表示，太空光伏概念确实"火"出了圈，在资本市场和科技圈也是炸了锅。A股光伏板块，概念股 连拉涨停，多篇券商研报认为异质结(HJT)和钙钛矿技术适合应用于太空领域。这些研报互相应用、相 互回响，诱 ...

2月4日，光伏组件龙头晶科能源相关工作人员在电话回复投资者提问时称，公司近期确实与马斯克团队 相关考察团有过接触，考察团对公司的技术储备、生产设备等进行了了解，但合作意向及具体考察细节 不便透露。该工作人员还透露："国内主流光伏企业也均有考察。" 晶盛机电此前发布的2025年度业绩预告表示，经公司财务部门初步测算，公司预计2025年净利润为8.78 亿元—12.55亿元，同比下降50%—65%。 【导读】晶盛机电公告称，"太空光伏"应用场景尚处于探索阶段 连续三个交易日收盘价格涨幅偏离值累计超过30%之后，光伏设备龙头晶盛机电（300316）发布了股票 交易异常波动公告。 晶盛机电2月4日晚公告称，近期资本市场对"太空光伏"等概念板块的关注度持续攀升，相关板块呈现较 高的市场热度。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 务涵盖硅片、电池及组件等光伏产业链设备及石英坩埚、金刚线等辅材耗材的研发、生产、销售，随着 市场对光伏领域的关注度不断提高，可能会间接影响投资者对公司未来业务拓展的预期。 中金公司（601995）近日发布研报称，在商业航天蓬勃发展的背景下，太空光伏作为其 ...

智通财经APP讯，晶盛机电(300316.SZ)发布股价异动公告称，近期资本市场对"太空光伏"等概念板块的 关注度持续攀升，相关板块呈现出较高的市场热度。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。公司主营业务涵盖硅片、电池及组件等光伏产业链设备及石英坩埚、金刚线等 辅材耗材的研发、生产、销售，随着市场对光伏领域的关注度不断提高，可能会间接影响投资者对公司 未来业务拓展的预期。 ...

Investment Rating - The report suggests focusing on companies benefiting from supply-side reforms, technological iterations, and marginal changes in demand expectations, with a long-term view on efficient technologies and leading companies in the industry [4] Core Insights - The photovoltaic equipment industry index decreased by 6.19% during the week of January 26 to January 30, 2026, underperforming the broader market index by 5.18 percentage points [12][14] - Key companies in the photovoltaic equipment sector showed varied performance, with notable gains from Yamaton, Jincheng Co., and others, while significant losses were observed in Mingguan New Materials and others [17] - The report highlights the stability in prices of key materials such as silicon, wafers, and batteries, with slight increases in component prices [19] Summary by Sections Market Performance - The Shanghai Composite Index increased by 0.08%, while the photovoltaic equipment industry index fell by 6.19%, indicating a challenging week for the sector [12][14] Industry Chain Price Trends - As of January 21, 2026, the prices for key materials were as follows: silicon at 59 CNY/kg, wafers at 1.50 CNY/piece, batteries at 0.42 CNY/W, and components at 0.81 CNY/W, with a slight increase in component prices [19] Industry News - Guangdong province is advancing offshore photovoltaic construction as part of its action plan for high-quality marine economic development, promoting the integration of offshore wind and photovoltaic projects [26] - The National Energy Administration announced that by 2025, the country expects to add over 430 million kW of wind and solar capacity, with significant investments in renewable energy projects [27][28]

特斯拉创始人埃隆·马斯克团队秘访中国光伏企业的消息持续发酵，引发资本市场对光伏板块的高度关注。2月4日，万 得光伏指数大涨3.97%，成交额超1540亿元，市场情绪显著升温。 传闻中的核心企业之一晶科能源，有媒体报道称其近期确实与马斯克团队相关考察团有过接触，考察团重点了解了公 司的技术储备与生产设备。但《科创板日报》记者致电其证券部未能接通，公司尚未就此发布官方公告。 光伏设备龙头晶盛机电则对调研传闻未予证实，相关负责人表示"并不清楚"公司是否在调研范围内，相关信息需以官 方公告为准。针对市场热议的太空光伏概念，该负责人称，目前光伏行业成熟应用场景仍集中在地面，对于公司未来 是否布局该前沿领域，仅表示"需要关注未来的发展趋势"。 高测股份证实公司确与马斯克团队有过接触，但明确目前双方尚未达成任何合作。被问及具体时间、形式及潜在合作 内容时，该公司表示不便透露更多细节。 该工作人员表示，高测股份在光伏硅片切割环节拥有领先的专利与研发实力，其在专利与研发方面均处于行业领先地 位，具体体现在更低的切片成本、更薄的硅片切割能力，以及金刚线产品在机械化水平和质量方面的优势，并已进行 了多方面的前沿技术储备。 | 市场 ...

以下文章来源于科创日报 ，作者王楚凡 科创日报 . 科创圈都在关注的主流媒体，上海报业集团主管主办，《科创板日报》出品。 特斯拉创始人埃隆·马斯克团队秘访中国光伏企业的消息持续发酵，引发资本市场对光伏板块的高度关注。2月4日，万得光伏指数大涨 3.97%，成交额超1540亿元，市场情绪显著升温。 据今日界面新闻报道，上周马斯克团队已对包括TCL中环、晶科能源、晶盛机电等在内的多家中国光伏企业开展调研，考察覆盖设备、硅 片、电池组件等多个环节，并重点关注异质结（HJT）、钙钛矿等前沿技术路线。 《科创板日报》记者就此向多家公司核实，高测股份表示有接触马斯克团队，另有多家企业表示已布局太空光伏领域。 《科创板日报》记者以投资者身份致电多家传闻涉及企业，获得了不尽相同的回应。 传闻中的核心企业之一晶科能源，有媒体报道称其近期确实与马斯克团队相关考察团有过接触，考察团重点了解了公司的技术储备与生产设 备。但《科创板日报》记者致电其证券部未能接通，公司尚未就此发布官方公告。 光伏设备龙头晶盛机电则对调研传闻未予证实，相关负责人表示"并不清楚"公司是否在调研范围内，相关信息需以官方公告为准。针对市场 热议的太空光伏概念， ...

马斯克的资本动作再次引爆中国光伏板块。 2月4日，有市场消息称，埃隆·马斯克旗下SpaceX团队近期秘密走访了中国多家光伏企业，考察项目涉 及设备、硅片、电池组件等环节，其中重点考察了有异质结、钙钛矿技术路线的光伏企业。 不过，相较远期的宏大前景，短期内难以解决的成本高昂、技术链复杂、监管空白等问题，都让太空光 伏的现实显得骨感。 "太空光伏概念现阶段来看更多是资金的热点轮动，缺乏能长期支撑股价的技术快速变现基础。"一名业 内人士记者表示，太空光伏必须耐受300摄氏度的极端温差、强辐射及原子氧腐蚀，这对电池寿命是严 峻考验。要实现其每年100GW的宏大规模，仅组件成本就可能达千亿美元量级，这尚未包含天价的发 射、施工与在轨维护费用。 据中国证券报报道，对于上述消息，记者向多位业内人士求证获悉，马斯克团队近日确实走访了包括 TCL中环、晶盛机电等多家中国光伏企业。 来源：中国证券报、智通财经、新京报、21世纪经济报道 据21世纪经济报道。就此事，记者以投资者身份向光伏组件龙头企业晶科能源进行求证。该公司接线人 员表示，近期确实与马斯克团队的相关考察团有过接触，对方了解了公司的技术储备与生产设备情况， 但关于合作 ...

Core Viewpoint - The A-share photovoltaic sector experienced a significant surge, driven by the recent visit of Elon Musk's team to multiple photovoltaic companies in China, focusing on advanced technologies in the industry [1] Group 1: Market Reaction - Major companies such as Zhonglai Co., JinkoSolar, and TCL Zhonghuan saw their stock prices hit the daily limit, while others like Jinglong Technology and Jin Jing Technology also experienced substantial gains [1] - The Tai Kong Photovoltaic Index rose by 2.73%, reflecting the overall positive sentiment in the market [1] Group 2: Musk's Team Visit - Musk's team, primarily from SpaceX, conducted a low-profile investigation into the photovoltaic industry, covering the entire supply chain from silicon wafers to battery components and equipment [1] - The focus of the investigation was on two cutting-edge technologies: Heterojunction (HJT) and perovskite [1] Group 3: Company Responses - JinkoSolar confirmed contact with Musk's team, stating that the team inquired about the company's technological reserves and production equipment, but details on cooperation intentions were not disclosed [2] - TCL Zhonghuan and Jinglong Technology were also mentioned in the investigation list, but they did not confirm the authenticity of the news [2] Group 4: Strategic Intent - There are speculations that Musk's team is considering procuring HJT battery production lines due to their high automation and low labor requirements, aligning with production needs in the U.S. [3] - Musk aims to achieve an annual solar manufacturing capacity of 100GW over the next three years, with some capacity directed towards SpaceX's space photovoltaic projects [3] - SpaceX has applied to the FCC to deploy up to 1 million satellites in low Earth orbit, with solar energy being the primary power source for these satellites [3]

Core Viewpoint - Elon Musk's team has recently visited several photovoltaic companies in China, indicating potential interest in the solar energy sector and possibly leading to investment opportunities in the industry [1]. Group 1: Company Visits and Reactions - The team from Musk's companies, including SpaceX, visited GCL-Poly Energy Holdings, focusing on the company's silicon and perovskite business in the U.S. [1]. - Following the news of the visit, stocks in the photovoltaic industry saw significant increases, with companies like Shichuang Energy, JinkoSolar, and Zhonglai Co. all hitting the 20% limit up [1][2]. - JinkoSolar confirmed contact with Musk's team, stating that the team inquired about the company's technology and production capabilities, although specific details about potential collaboration were not disclosed [2]. Group 2: Stock Performance - The stock performance of various photovoltaic companies was notably positive, with Shichuang Energy and JinkoSolar both experiencing a 20% increase in stock price, while other companies like Jinglong Technology and Trina Solar also saw significant gains [2]. - Specific stock prices included Shichuang Energy at 18.54, JinkoSolar at 8.40, and Zhonglai Co. at 10.32, reflecting the market's optimistic response to the news [2]. Group 3: Market Implications - The visit by Musk's team could signal a growing interest in the Chinese solar market, potentially leading to increased investments and partnerships in the sector [1]. - The overall positive market reaction suggests that investors are optimistic about the future of the photovoltaic industry, particularly in light of potential collaborations with influential companies like those led by Musk [1][2].

Group 1: Stock Market Activity - On the day, 42 stocks were listed on the institutional trading leaderboard, with 16 stocks seeing net purchases and 18 stocks experiencing net sales [1] - The top three stocks with the highest net purchases by institutions were: Jing Sheng Mechanical & Electrical (220 million), China International Marine Containers (110 million), and JinkoSolar (104 million) [1][2] Group 2: Coal Industry Insights - Hengyuan Coal Power is expected to report a net profit of approximately 2.53 billion, representing a year-on-year increase of about 82.41%, primarily due to rising coal prices [2] - The coal market is experiencing significant price fluctuations, with coking coal futures rising by 3.6% on the day [2] Group 3: Indonesian Coal Production - Indonesian mining officials announced a significant reduction plan for coal production, with quotas lowered by 40% to 70% compared to 2025 levels, aimed at boosting coal prices [3] - The expected coal production for 2024 is estimated at 710 million tons, while 2025 is projected at 735 million tons, both figures being lower than actual production in previous years [3] - If the Indonesian government reduces coal production from 817 million tons to 600 million tons, the reduction would be approximately 36.2% [3] Group 4: Hydrogen Energy Sector - Huadian Technology established a hydrogen energy division in 2020, focusing on integrated services for hydrogen production and equipment manufacturing [4] - Shenghui Technology's subsidiary has developed fuel cell engines that meet national mandatory standards, suitable for hydrogen fuel vehicles [4] - The Ministry of Industry and Information Technology emphasized the need to leverage the new national system to promote breakthroughs in hydrogen energy and other fields [4] Group 5: Future of Hydrogen Energy - Tianfeng Securities predicts that the hydrogen energy sector will see significant growth during the 14th Five-Year Plan, with renewable energy hydrogen production capacity expected to exceed 250,000 tons per year by the end of 2025 [5] - The demand for hydrogen is anticipated to reach approximately 60 million tons by 2050, with an economic output exceeding 10 trillion yuan and over 10,000 hydrogen refueling stations established [5] - The hydrogen industry value chain includes upstream hydrogen production, midstream storage and transportation, and downstream applications in transportation, industrial fuel, and power generation [5]