韭菜硬邦邦
02-05
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马斯克团队"摸底"中国光伏：太空光伏时代开启？
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<div>\n <p><span>多</span><span>位产业链人士获悉，马斯克旗下SpaceX与Tesla团队近期密集\"摸底\"中国光伏企业，考察范围覆盖设备、电池、材料多个环节。</span></p>\n <p>核心信息是：已有头部异质结设备厂与SpaceX签订订单，合作仍在持续....</p>\n </div>\n <div></div>\n <div>\n <p><img src=\"https://static.tigerbbs.com/df920bd372a9499391c59d16cde7bd13\"></p>\n <p><span>据知情人士透露，两支团队分工明确。</span></p>\n <p>Tesla团队目前仅处于验厂阶段，到访多家产业链企业进行技术调研；SpaceX团队则聚焦光伏设备端，\"主要到访光伏设备厂，并与国内某头部异质结设备厂有订单合作\"，但基于商业保密要求，相关信息未作公开。</p>\n <p>有企业人士对记者表示，\"目前能整线供应异质结设备的企业较少，此前马斯克团队曾向国内某异质结企业稳定采购，且合作还在持续\"。</p>\n <p><span>这一动向与马斯克近期的公开表态高度吻合<span>。</span></span></p>\n <p><span>1月22日达沃斯论坛上，他宣布SpaceX与Tesla计划三年内在美国建设200GW光伏产能，目标每年部署约100万颗太阳能AI卫星。</span></p>\n <p><img src=\"https://static.tigerbbs.com/09a4f2b3c20744c3bc99c762643f71ab\"></p>\n <p><span>2月2日，SpaceX更官宣收购xAI，明确将打造\"由百万颗卫星组成的在轨数据中心\"，太空光伏成为整个能源闭环的关键拼图。</span></p>\n <p>华西证券研报显示，SpaceX已选定P型HJT电池作为太空光伏大规模量产的技术方案，自2023年起累计完成上万片测试。</p>\n <p>相较于成本高达20-25万元/平方米的砷化镓，异质结依托成熟硅基产业链，成本优势显著，且薄片化、轻量化特性可降低发射载荷——这与SpaceX追求的高通量、低成本发射逻辑高度契合。</p>\n 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