Industry insiders: Elon Musk's team surveyed photovoltaic companies last week, including TCL Zhonghuan, Jinko Solar, and Jingsheng Electric.

February 4th, Jiami News learned from industry insiders that last week, Elon Musk’s team conducted research on Chinese photovoltaic companies including TCL Zhonghuan, Jinko Solar, and Jingsheng Electric. In response, the relevant companies did not directly comment on the authenticity of the above news to Jiami News. Earlier, Jinko Solar’s wiring staff publicly responded that the company has indeed had contact with the investigation team related to Elon Musk recently. Additionally, Jiami News reporters learned that even earlier, Musk’s team also conducted research on some photovoltaic equipment suppliers.

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Did Elon Musk’s team secretly visit multiple Chinese photovoltaic companies? Jinko Solar: The company has had contact with the investigation team

On February 4th, the A-share space photovoltaic sector experienced a strong surge. By midday, the Space Photovoltaic Index (8841929) rose by 2.73%, with Zhonglai Co., Ltd. soaring directly, hitting the 20% limit-up, and Tuo Ri Xin Neng hitting the limit-up as well. Jinko Solar, Gold晶科技, Trina Solar, and others followed the rise.

According to market rumors, Elon Musk’s team recently secretly visited multiple Chinese photovoltaic companies, inspecting projects involving equipment, silicon wafers, and battery modules. The focus was on photovoltaic companies with heterojunction and perovskite technology routes.

In response to these rumors, Jiami News reporter contacted Jinko Solar, a leading photovoltaic module manufacturer, to verify as an investor. The wiring staff responded that the company has indeed had contact with Elon Musk’s related investigation team recently. The team inquired about the company’s technological reserves and production equipment, but details about cooperation intentions and specific investigation details are not disclosed. The staff also revealed: “Mainstream domestic photovoltaic companies have also been inspected.”

Public information shows that as a frontier field intersecting commercial space and new energy, space photovoltaics’ core value lies in breaking through the scene limitations of ground-based photovoltaics. Specifically, it refers to utilizing solar photovoltaic technology in outer space environments such as space orbit and the Moon to obtain energy, which is then wirelessly transmitted to power ground facilities or provide stable energy support for satellites, space stations, and space data centers.

Previously, Elon Musk has repeatedly supported space photovoltaics. According to the 21st Century Business Herald, at the Davos Forum, Musk praised China’s photovoltaic industry achievements, stating that China’s annual solar installed capacity exceeds 1,000 gigawatts, and with energy storage, stable power supply can reach 250 gigawatts, equivalent to half of the United States’ annual electricity consumption. To address the pain point of insufficient ground power construction speed, Musk also proposed a solution of “deploying solar energy AI data centers in space.”

Several brokerage research reports pointed out that space photovoltaics may become a new blue ocean for the industry. Cailian Securities analysis believes that the trend of the commercial space industry has arrived. In the future, communication satellites may adopt theoretically lower-cost P-type HJT photovoltaic cells or perovskite tandem photovoltaic cells to accommodate commercial development, leading to new trends in photovoltaic industry development.

Zhongtai Securities pointed out that the demand for satellite internet networking is urgent, and the solar wing, as the core component of satellite energy systems, accounts for about 12%-24% of satellite value. As the area of solar wings continues to increase, it will drive the overall satellite power supply capacity upward. The increase in solar wing area will inevitably lead to an increase in value.

(Source: Jiami News)