马斯克团队密访中国多家光伏企业，谁在和SpaceX合作？

市场资讯02-04

登录新浪财经APP 搜索【信披】查看更多考评等级　　文|《能见派》刘丽丽　　当地时间2月2日，美国企业家埃隆·马斯克宣布，太空探索技术公司（SpaceX）已完成对人工智能初创公司xAI的收购。这笔交易被认为是马斯克在“航天+人工智能（AI）”领域推进纵向一体化布局的重要一步。　　同时，受马斯克关于建设太空太阳能AI数据中心和200GW光伏产能规划的言论催化，国内光伏的市场关注度急剧升温。　...

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搜索【信披】查看更多考评等级\n　　文|《能见派》刘丽丽\n　　当地时间2月2日，美国企业家埃隆·马斯克宣布，太空探索技术公司（SpaceX）已完成对人工智能初创公司xAI的收购。这笔交易被认为是马斯克在“航天+人工智能（AI）”领域推进纵向一体化布局的重要一步。\n　　同时，受马斯克关于建设太空太阳能AI数据中心和200GW光伏产能规划的言论催化，国内光伏的市场关注度急剧升温。\n　...</p>\n\n<a href=\"https://finance.sina.com.cn/chanjing/wddc/2026-02-04/doc-inhkrpqm9797227.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2360107168.USD","symbol_name":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) 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Who is cooperating with SpaceX?","themeId":"9a93afba3df83790eeb050081600dc3b","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSYY":0.6,"TSLL":0.6,"TSLP":0.6,"TSDD":0.6,"TSLR":0.6,"TSLO":0.6,"TSLW":0.6,"TSLS":0.6,"TESL":0.6,"TSLT":0.6,"TSLG":0.6,"TSLI":0.6,"TSL":0.6,"UFO":0.6,"TSLQ":0.6,"CRSH":0.6,"TSLY":0.6,"TSLZ":0.6,"TSII":0.6,"07766":0.6},"content_text":"登录新浪财经APP 搜索【信披】查看更多考评等级\n　　文|《能见派》刘丽丽\n　　当地时间2月2日，美国企业家埃隆·马斯克宣布，太空探索技术公司（SpaceX）已完成对人工智能初创公司xAI的收购。这笔交易被认为是马斯克在“航天+人工智能（AI）”领域推进纵向一体化布局的重要一步。\n　　同时，受马斯克关于建设太空太阳能AI数据中心和200GW光伏产能规划的言论催化，国内光伏的市场关注度急剧升温。\n　　据消息人士向《能见派》透露，马斯克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。\n　　有光伏企业向《能见派》证实此行程，称“与马斯克团队确实接触过，考察内容需要保密”。\n\n　　马斯克派人来\n　　据曾接洽过马斯克团队的某光伏企业人士称，见到了马斯克团队的技术专家，“他们主要是为了了解中国相关产业的现状，我认为SpaceX不太可能从中国厂家采购光伏组件，买设备的概率比较大”。这位人士表示，未来中国企业会以什么角色参与其中，现在还不明朗。\n　　另有消息人士表示，圈内有传言称马斯克团队在考虑采购HJT电池生产线，“因为HJT电池产线的自动化程度比较高，需要的人工比较少，适合在美国生产。”据悉此次马斯克团队接触的也有设备企业。\n　　《能见派》以投资者身份询问了多家企业的投关部门，是否接待过马斯克团队到访。\n　　东方日升方面表示：“没来公司。”\n　　钧达股份方面表示：“技术交流这些前期肯定是有的，具体的不太了解。”\n　　干照光电方面则表示：“没有接收到这方面消息，如果有的话，应该也是保密的。”\n　　开源证券指出，太空光伏与地面光伏的一大区别在于，太空光伏首要追求的，并非极致的成本控制，而是供电的高度可靠性。目前，业内公认的太空光伏实现路径，主要有三条技术路线，即砷化镓、异质结（HJT）和钙钛矿电池。\n　　虽然和异质结电池、钙钛矿电池相比，砷化镓能够提供更为稳定和优越的性能保障，但其价格非常昂贵，当前成本高达20万—30万元/平方米。因此，另外两种技术逐渐进入市场的视线。\n　　但行业分析人士认为，“当下钙钛矿太空应用无成熟技术支撑，短期完全不具备上太空的可能。”\n　　有光伏技术专家对《能见派》表示，太空光伏场景下，钙钛矿电池可以用抗紫外线涂层来防护紫外线，在宇宙辐射损伤方面，钙钛矿的表现理论上应该比晶硅电池更好，但主要需要优化的是耐高低温的性能。他认为，未来的太空光伏应该是以钙钛矿叠层为主，钙钛矿叠层电池的成本和晶硅单结差不多，效率又能比砷化镓更高。\n　　东方日升内部人士则坦言，公司在P型超薄异质结方面的出货，在主营产品中占比极低。“如果说未来真的很有市场，那也是未来的事情，而不是当下。这是一个非常漫长的过程，我们现在也只是小批量出货，现在发射的卫星或者类似产品其实是非常少的，需求也不会非常高”“未来如果市场热度上来了，我们有可能后续扩大产能。”\n　　谁在和SpaceX合作？\n　　有哪些中国光伏企业真正和SpaceX有合作，是市场关心的另一个问题。\n　　有业内人士表示，据他所知，国内目前只有一家企业和SpaceX有间接合作的交付，从2023年开始为其供应光伏电池片至今，但他们的交易对象是专门负责给SpaceX做采购的中间商。\n　　上述人士直言，以目前股市情况，不少光伏企业不管自身有没有这些技术和产品储备，都有些蹭热点的嫌疑，甚至有的头部企业也说自己在做砷化钾、钙钛矿电池，“但据我了解其实还没有实际产品交付”。\n　　对于这些传言中与SpaceX合作的企业，《能见派》以投资者身份询问了投关部门。\n　　其中，东方日升方面表示：“公司主要是P型超薄异质结电池有在欧美地区出货过几万片，主要是出货给欧美客户的第三方供应商，我们也不太清楚他的客户有没有SpaceX。”\n　　钧达股份内部人士表示，公司的产品还在验证和研发过程中，没有开始供货，但前期都在做，钙钛矿电池已经完成了地面的应用原理验证。“下游客户有需求的话，是可以的。”\n　　干照光电投关部门人士表示，关于和SpaceX的合作，目前没有了解到。“我们的产品是比较前端的，可能还要经过后面的多道工序，哪怕有应用也不是我们。”\n　　迈为股份投关工作人员则表示，不太清楚有没有和SpaceX签合同。“如果合同金额达到企业年收入的50%以上，证券部会收到通知，也会公告；如果没有达到50%以上，即便签了合同也不会通报。”\n　　自去年12月以来，“太空光伏”概念开始被市场热炒，迈为股份成为领涨龙头。2025年12月底，一则调研帖在各大投资者社区发布，主要内容是“SpaceX与迈为的HJT设备订单基本敲定，金额约5亿美元，对应约7GW异质结年产能。”迈为股份第二日直接涨停20%，之后也未发布信息披露。\n　　对于这个5亿美元订单是否已经落实，迈为股份投关部门人士表示，如果订单金额是5亿美元的话，是达不到企业全年收入50%的，“我们肯定是按规则来进行信息披露。”\n　　虽然马斯克与中国光伏企业的合作迷雾重重，但丝毫不影响“太空光伏概念”的股价大涨。\n　　有光伏分析人士指出，“地面上的光伏组件，在太空中根本用不上，完全是两个世界的东西”，“目前国内主流的光伏组件，所有的产线设备，技术，在太空中用不上”。\n　　上述人士直言，太空光伏对组件的价格不敏感，但对组件的效率、重量、抗冷热性能、抗辐射性能等要求却非常苛刻，“太空光伏的资本市场狂欢，可能是泡沫，如今股价的飙升与基本面，其实已经出现了背离”。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李昂","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608339156","isCrawlerRequest":true}