异动解读 | 晶科能源盘中大涨18.06%,马斯克团队调研传闻与AI合作提振太空光伏预期

异动解读
Feb 04

晶科能源(JKS)今日盘中大涨18.06%,引起了市场的广泛关注。

消息面上,据多家媒体报道,马斯克团队近期对中国光伏产业链进行了调研,对象包括晶科能源等企业。晶科能源工作人员已向媒体证实,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。这一消息显著提升了市场对公司未来在太空光伏等前沿领域发展潜力的预期。

此外,公司近期披露了与晶泰控股签署共同开发AI高通量叠层太阳能电池项目的合作协议,旨在通过AI赋能加速钙钛矿技术的研发与商业化进程。公司亦指出,光伏是太空场景长效能源的未来趋势,钙钛矿技术在效率、适应太空环境等方面具备优势。这些积极的技术进展与合作,共同构成了推动股价走强的主要因素。

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