On March 20, A-share solar concept stocks led the market gains. By the midday close, the photovoltaic inverter index surged by 9.8%, with companies such as Sineng Electric and Shouhang New Energy hitting the 20% daily limit up. Suzhou Maxwell Technologies Co.,Ltd., Jiejia Weichuang, and Laplace also saw gains of around 10%. According to a Reuters report, Tesla Motors CEO Elon Musk is actively seeking to procure up to $2.9 billion (approximately RMB 20 billion) worth of solar production equipment from Chinese suppliers to support the construction of 100 gigawatts of solar manufacturing capacity in the United States. Tesla's official website initially confirmed this information. Its recruitment disclosures indicate that the company aims to achieve 100 gigawatts of solar manufacturing capacity from raw materials to finished products by the end of 2028, a scale far exceeding the current total solar manufacturing capacity of the United States. A domestic solar company also confirmed the news, revealing that the contract size is at the gigawatt level. Sources stated that Musk's team's solar orders are mainly divided into two chains: the SpaceX chain (S-chain) and the Tesla chain (T-chain), planned for space and terrestrial applications, respectively. Currently, T-chain cooperation orders are still under negotiation, involving several TOPCon equipment manufacturers. The procurement, valued at approximately RMB 20 billion, includes screen printing production lines. Informed sources revealed that Suzhou Maxwell Technologies Co.,Ltd., the world's largest producer of solar cell screen printing equipment, is one of the main equipment suppliers for the project and has applied to China's Ministry of Commerce for an export license. Additionally, Jiejia Weichuang and Laplace are also potential suppliers. Several Chinese companies have been informed that they must deliver the equipment by this autumn for shipment to Texas. It is understood that as early as January this year, Musk publicly stated, "Solar power can meet all of the United States' electricity demand, including the increasing needs of growing data centers." In early February, news of Musk's visits to several Chinese solar companies repeatedly stirred the market. On the evening of February 4, GCL Group disclosed that a team from Musk's company had conducted an inspection and expressed interest in cooperation regarding granular silicon and perovskite technologies. Industry experts believe that Tesla's procurement of Chinese solar equipment not only represents the strategic implementation of its commitment to U.S. domestic manufacturing but also reflects the irreplaceable role of Chinese solar equipment in the global supply chain. "Although uncertainties such as export licenses remain, if the initiative proceeds smoothly, it is expected to boost the performance and market confidence of related companies, driving a new round of technological upgrades and capacity expansion in the solar industry chain."