马斯克“秘密考察”带飞A股光伏板块！多股“20cm”涨停背后，有哪些信号值得关注？

金融投资报02-04

一则关于马斯克团队“秘密考察”国内光伏龙头企业的传闻，在2月4日的A股市场掀起了巨浪。　　尽管多数公司对此传闻回应谨慎，表示“以公告为准”，但仍有上市企业传出“确有接触”消息。受此消息刺激，光伏板块盘中集体“起飞”，多只个股强势收于“20cm”涨停，板块情绪火热。　　面对持续火爆的光伏板块，尤其是太空光伏细分领域，有机构分析指出其远期市场机遇广阔，有望随着AI算力需求与商业航天发展持续增长。不过，...

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Behind the \"20cm\" daily limit of multiple stocks, what signals are worthy of attention?","themeId":"9a93afba3df83790eeb050081600dc3b","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLI":0.6,"TSDD":0.6,"TSII":0.6,"TSLT":0.6,"TSLG":0.6,"TSLP":0.6,"TSLZ":0.6,"TSLS":0.6,"TSL":0.6,"TSLW":0.6,"CRSH":0.6,"TSLR":0.6,"TSLO":0.6,"TSLY":0.6,"TSLL":0.6,"TESL":0.6,"TSLQ":0.6,"07766":0.6,"TSYY":0.6,"UFO":0.6},"content_text":"一则关于马斯克团队“秘密考察”国内光伏龙头企业的传闻，在2月4日的A股市场掀起了巨浪。　　尽管多数公司对此传闻回应谨慎，表示“以公告为准”，但仍有上市企业传出“确有接触”消息。受此消息刺激，光伏板块盘中集体“起飞”，多只个股强势收于“20cm”涨停，板块情绪火热。　　面对持续火爆的光伏板块，尤其是太空光伏细分领域，有机构分析指出其远期市场机遇广阔，有望随着AI算力需求与商业航天发展持续增长。不过，也有机构提示称，在短期内，部分与太空光伏相关的领域市场空间较为有限。 一则传闻带火光伏概念股　　2月4日，A股光伏板块突然出现集体大涨。Wind数据显示，截至收盘，相关板块的中来股份、晶科能源、泽润新能等股股价“20cm”涨停，晶盛机电涨逾10%，亚玛顿、永臻股份、拓日新能、双良节能等多股涨停。 2月4日光伏板块多股涨停 　　消息面上，正在全力冲刺IPO的SpaceX宣布已收购xAI，马斯克还表示在完成收购后，SpaceX将推进在太空部署数据中心的计划。此前，马斯克提出SpaceX与特斯拉计划未来三年内在美国建设总计200GW光伏产能。　　更受市场关注的，则是坊间流传的一则“马斯克团队秘密考察国内多家光伏企业”的传闻，称其考察项目涉及设备、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。　　据21财经报道，晶科能源接线工作人员针对该传闻回应称，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。该工作人员同时透露：“国内主流光伏企业也均有考察。”　　盘中，金融投资报记者致电多家股价涨停的光伏板块上市公司，晶科能源董秘办电话无法接通，而其他涨停企业如中来股份、泽润新能等，则均回复称“暂不清楚相关情况”“请以上市公司公告为准”等。 光伏板块行情备受关注　　值得注意的是，自今年年初以来，已有大量光伏板块个股实现较大涨幅。其中多只个股股价已翻倍，如奥特维、连城数控已累计涨逾150%，而钧达股份、拉普拉斯、帝科股份等股累计涨超100%。 年初以来部分光伏概念股涨幅明显据Wind资讯　　在此期间，马斯克涉及光伏产业的相关消息也并非首次引发市场关注。例如1月22日，马斯克在世界经济论坛年会期间表示，建设太空AI算力中心是理所当然的事情，SpaceX与特斯拉正同步推进太阳能产能提升，目标是在未来三年内实现每年100GW的太阳能制造能力。　　在此背景下，近期A股市场的光伏板块，尤其是太空光伏细分领域，正持续成为市场焦点。　　国泰海通证券认为，随着SpaceX推进卫星发射及相关在轨应用布局，轨道AI数据中心的探索趋势逐步显现。作为太空场景的重要能源供给方式，光伏有望在轨道数据中心建设过程中获得更多应用机会，相关光伏设备厂商将持续受益。　　中信证券则表示，测算远期（2035年至2040年）卫星领域光伏电池片整体市场空间将达到3288亿元，相比于短期市场空间有望增长30倍以上。如果按照马斯克此前提出的每年100GW太空光伏产能部署测算，预计远期市场空间有望达到5.6万亿元，也为钙钛矿等新型电池技术提供了广阔应用场景和发展机遇。　　整体来看，随着AI算力需求爆发式增长，太空数据中心有望推动商业航天需求。不过，交银国际证券也分析指出，预计太空光伏电池市场空间短期内较为有限，若发射成本急剧下降导致太空数据中心成本低于地面，届时年发射功率将爆发式增长。太空光伏的市场规模将高度取决于发射成本下降速度。（文章来源：金融投资报）","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":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":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":"4.36.2","shortVersion":"4.36.2","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/2608883365","isCrawlerRequest":true}