智通财经APP获悉，蓝思科技(06613)涨超8%，截至发稿，涨8.19%，报31.44港元，成交额7.53亿港元。
消息面上，马斯克最新发言引爆太空光伏产业链。报道指出，马斯克表示SpaceX与特斯拉正同步推进太阳能产能提升，目标在未来三年内实现每年100GW的太阳能制造能力。广发证券指，卫星功能升级与降本需求驱动卫星太阳翼面积提升，柔性太阳翼是下一代低轨卫星的必然选择，UTG是柔性太阳翼不可替代的材料。UTG玻璃空间广阔，技术壁垒高，竞争格局好。
值得关注的是，此前在CES 2026上，蓝思科技首次公开展示了其自主研发的航天级超薄柔性玻璃（UTG）光伏封装解决方案。爱建证券表示，持续看好公司立足于自身在材料加工和精密制造领域的多年沉淀，向消费电子，机器人，服务器零部件和商业航天领域的业务推进。
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