Musk's Research Ignites Solar Sector, Multiple Companies Clarify Space Solar Business

On February 4th, the market was abuzz with news that Musk's team had conducted intensive research on several leading Chinese photovoltaic companies, including TCL Zhonghuan, Jinko Solar, and Jingcheng Electromechanical, the previous week. Boosted by this news, the A-share photovoltaic sector saw an overall uptrend that day, with the "space photovoltaic" concept becoming a hot spot for capital focus, leading to multiple stocks hitting consecutive daily limit gains.

After the market closed, several companies whose stock prices had fluctuated due to the concept collectively issued announcements, clarifying the space photovoltaic business that had been widely discussed in the market and warning investors of the associated risks.

Guosheng Technology: Not Involved in Space Photovoltaic Business, HJT Products Applied to Ground Power Stations

Guosheng Technology, which had already secured "two consecutive daily limit gains," issued an announcement in response, clarifying reports from some self-media outlets claiming that the company provides HJT photovoltaic systems to a certain commercial aerospace company and is involved in the space photovoltaic business. The company explicitly stated that heterojunction (HJT) battery modules are primarily used in traditional scenarios such as centralized and distributed power stations, and it has not yet engaged in any space photovoltaic-related business. It reminded investors to make rational judgments and not to readily believe unofficial news.

Shuangliang Energy Saving: Space Photovoltaics Still in Exploration Phase, No Commercial Aerospace Revenue in Past Two Years

Similarly, Shuangliang Energy Saving, which also achieved "two consecutive daily limit gains," stated in its announcement that the application scenarios for space photovoltaics are still in the early exploration stage, with significant uncertainties regarding industrial implementation. The company has not yet engaged in space photovoltaic-related business, and any related developments will not have a substantial impact on its current performance. The company added that it has not recognized any revenue from commercial aerospace projects in the past two years, and the progress of related businesses in the future remains uncertain. It warned investors to be cautious of the risks associated with concept speculation.

Jingcheng Electromechanical: Warns of Concept Speculation Risks, Focuses on Photovoltaic Equipment and Consumables

Jingcheng Electromechanical issued a risk warning regarding the highly discussed space photovoltaic concept, stating that the field is still in the exploration phase, with unclear industrial prospects. The company's main business focuses on the research, production, and sales of photovoltaic silicon wafers, battery and module equipment, as well as auxiliary materials and consumables such as quartz crucibles and diamond wires. The increased market enthusiasm for the photovoltaic sector may indirectly affect market expectations. The company specifically reminded investors to recognize the risks in the secondary market, avoid blindly chasing hot topics, make prudent decisions, invest rationally, and avoid investment losses caused by concept speculation.

The collective clarifications from these companies also indicate that the current A-share space photovoltaic concept remains at the level of market expectations, with no substantial business layout or industrial implementation yet formed by related enterprises.