Musk's Team Investigates China's Photovoltaic Sector! SpaceX Places Order for Heterojunction Equipment

On February 4th, it was confirmed by multiple key figures in the photovoltaic industry chain that Elon Musk’s Tesla and SpaceX teams have recently conducted comprehensive research on China’s photovoltaic industry chain simultaneously. Among them, SpaceX has already signed contracts with leading domestic heterojunction equipment manufacturers, signaling a significant move by overseas giants to strengthen their photovoltaic layout.

In terms of research division, the Tesla team is currently in the factory inspection and verification phase, covering multiple upstream and downstream photovoltaic enterprises in China, with a focus on core dimensions such as production capacity and quality control. The SpaceX team, on the other hand, is focusing on the photovoltaic equipment segment, directly advancing business cooperation and reaching order agreements with leading domestic heterojunction equipment companies. Due to commercial confidentiality clauses, specific details of the cooperation have not been disclosed.

At the industry level, heterojunction technology is one of the high-efficiency photovoltaic technology routes, and there are very few players in China capable of supplying complete production line equipment, resulting in a concentrated supply landscape. Informed sources added that Musk’s teams have previously engaged in stable procurement cooperation with domestic heterojunction enterprises, and this cooperation is still ongoing. The new orders further confirm their recognition of China’s heterojunction equipment technology and production capacity.