马斯克的“太空光伏梦”,离不开中国供应链

华尔街见闻
Jan 28

太空光伏,正在改写中国光伏企业的“价值锚点”。作为全球光伏制造的主导力量,中国企业正成为马斯克太空能源蓝图中,不可回避的供应链核心。近日,A股市场掀起一轮“太空光伏”热潮,光伏板块整体仍在持续升温,延续强势行情。1月26日,润泽新能盘中触及20%涨停板并保持封板状态,拓日新能、亚玛顿、协鑫集成、明阳智能等涨停。到1月28日,盘面开始分化,但光伏胶膜、BIPV等细分方向仍延续上涨趋势。这次引爆行情的...

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