光伏大涨！特斯拉200亿扫货启动？

中国电力报03-20

登录新浪财经APP 搜索【信披】查看更多考评等级 3月20日，A股光伏概念股领涨两市。截至午间收盘，光伏逆变器指数大涨9.8%，上能电气、首航新能等个股打下“20CM”涨停，迈为股份、捷佳伟创、拉普拉斯涨幅均在10%上下。消息面上，据路透社报道，特斯拉首席执行官埃隆·马斯克正积极寻求从中国供应商手中采购价值高达29亿美元（约合人民币200亿元）的光伏生产设备，以支撑其在美国本土建设100吉瓦太阳能...

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Tesla's 20 billion sweeping goods started?","themeId":"e683395647ac2a1422e10c37ac92c730","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300751":1.88,"TSYY":0.6,"TEST":0.6,"TSLP":0.6,"TSLY":0.6,"07766":0.6,"TSL":0.6,"TSLZ":0.6,"TSLT":0.6,"TSII":0.6,"TSLR":0.6,"TLA":0.6,"TSLG":0.6,"TESL":0.6,"TSLO":0.6,"TSLS":0.6,"TSDD":0.6,"CRSH":0.6,"TSLQ":0.6,"TSLA":1.95,"TSLI":0.6,"TSLW":0.6},"content_text":"登录新浪财经APP 搜索【信披】查看更多考评等级\n3月20日，A股光伏概念股领涨两市。截至午间收盘，光伏逆变器指数大涨9.8%，上能电气、首航新能等个股打下“20CM”涨停，迈为股份、捷佳伟创、拉普拉斯涨幅均在10%上下。消息面上，据路透社报道，特斯拉首席执行官埃隆·马斯克正积极寻求从中国供应商手中采购价值高达29亿美元（约合人民币200亿元）的光伏生产设备，以支撑其在美国本土建设100吉瓦太阳能制造产能。特斯拉官网首先对此进行了证实。其招聘信息披露，公司目标是在2028年底前实现从原材料到成品的100吉瓦太阳能制造能力，这一规模远超当前美国光伏制造总产能。同时，国内一家光伏企业也证实了上述消息，并透露合同规模在吉瓦级。有消息人士称，马斯克团队旗下光伏订单主要分为Space X（S链）和Tesla（T链），规划应用场景分别为太空和地面。目前，T链合作订单还处于洽谈中，涉及多家TOPCon设备厂。在此次价值约200亿元的采购中，包括丝网印刷生产线。相关知情人士透露，作为全球最大的太阳能电池丝网印刷设备生产商，迈为股份是该项目的主要设备供应商之一，已向中国商务部申请出口许可。此外，捷佳伟创、拉普拉斯也是潜在供应商。多家中国公司均被告知，需在今年秋季前交付设备，运往得克萨斯州。据了解，早在今年1月，马斯克就曾公开表示：“太阳能可以满足美国所有的电力需求，包括日益增长的数据中心不断增加的需求。”2月初，马斯克考察多家中国光伏企业的消息数度扰动市场。2月4日晚间，协鑫集团曾对外透露，马斯克旗下公司团队对公司进行了考察，并表达出在颗粒硅与钙钛矿方面的合作意向。业内认为，此次特斯拉采购中国光伏设备，不仅是响应美国本土制造号召的战略落地，也反映出中国光伏装备在全球供应链中的不可替代性。“尽管当前仍面临出口许可等不确定因素，但如若顺利推进，有望提振相关企业业绩与市场信心，推动光伏产业链新一轮技术升级与产能释放。”记者：衣韵潼编辑：孔欣慰\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","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/2620778875","isCrawlerRequest":true}