智通财经APP获悉，协鑫科技(03800)午后涨近4%，截至发稿，涨4.55%，报1.15港元，成交额3.11亿港元。
消息面上，2月4日，对于埃隆·马斯克旗下SpaceX等团队近日到访中国多家光伏企业的传闻，协鑫集团相关负责人当日晚间对证券时报记者回应称：今日马斯克旗下公司团队考察了协鑫集团，该团队对协鑫在美国的颗粒硅与钙钛矿业务布局进行了了解。
交银国际发布研报称，商业航天主题近期发酵，钙钛矿电池凭借极高的能质比有望成为太空光伏的首选，将加速发展。协鑫科技持股43.65%的联营公司协鑫光电，是目前行业前三的钙钛矿龙头企业，GW级产线已投产，将显著受益。此外，欧盟碳关税将从2026年1月1日起正式实施，颗粒硅有望由相比棒状硅折价逐渐变为溢价。
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