In the bitter winter of the industry, the explosion of the concept of "space photovoltaic" saved the photovoltaic industry.
According to the statistics of the Digital New Energy DataBM. Com on the market value of photovoltaic enterprises in January, the market value of photovoltaic enterprises in January alone increased by 214.727 billion yuan, an increase of 8.
In the first month of 2026, many enterprises, including Maiwei shares, experienced several trading limits. At the close of
February 9, the photovoltaic sector was once again "all red", with many photovoltaic ETFs rising by more than 3.4%. Up to 4.
Tesla's website, the company aims to " deploy 100GW solar manufacturing capacity from raw materials in the United States by the end of 2028".
In response to the news, the market expanded rapidly, seeing it as evidence of Musk's expansion in the photovoltaic industry.
Only five days ago, on February 4, the news about "Musk team contacting Chinese photovoltaic enterprises" was reported by several financial media. Although the rumor had spread all over the photovoltaic circle as early as a week ago, photovoltaic stocks were still "soaring" on that day, and the stocks of Jingke Energy, TCL Central and other enterprises rose and stopped directly.
It can be seen that today's photovoltaic industry is "empty fire".
Is it a life-saving straw or a bubble
? This scene reminds us of the fanatical period of "touching the light is fire" in 2021-2022. At that time, the photovoltaic industry stood in the dual wind of capital and policy, and all kinds of cross-border enterprises flocked to it. There are also many enterprises whose main business has nothing to do with the photovoltaic track, but they still try to bind the concept of "photovoltaic" and try to take advantage of the situation.
Nowadays, the drama of "rubbing concept" has been staged again in the photovoltaic industry, but the role has been reversed.
Today, the photovoltaic industry is in the third year of the downward cycle. At a time when demand is under pressure and enterprises continue to lose money, the photovoltaic industry is in urgent need of a new growth narrative.
At this time, the emergence of the concept of "space photovoltaic" with trillions of market space has become a "life-saving straw" for photovoltaic enterprises. Each enterprise "shows its magic power" and strives to link itself with "space photovoltaic" from all aspects.
In addition to the overwhelming marketing publicity of the future vision of "space photovoltaic", some announced cooperation with aviation enterprises, some announced to increase the deployment of "space photovoltaic" technology, and some set up companies to invest in the field of space photovoltaic, etc.
Not only photovoltaic enterprises, but also many securities institutions have made great efforts to publish research reports related to "space photovoltaic" for many times.
In short, everyone is riveted. In this lively atmosphere, the author once felt in a trance that "space photovoltaic" seemed to be coming in the next second.
Jingke Energy, Xiexin Group, TCL Central and other companies have confirmed that they have contacted Musk's team, but it is clear that the two sides have not yet reached a cooperative intention .
Photovoltaic listed companies are also "telling the truth", at present, "space photovoltaic" is still in the initial exploration period, the technical route is uncertain, and there is no specific landing feasible project.
At the same time, Liu Yiyang, executive Secretary-General of China Photovoltaic Industry Association, also said in an interview with the media that space photovoltaic technology is still in the early stage of exploration and verification, and the topic is still in the speculation period, which deserves attention in the long run.
"At present, space photovoltaic technology is still in the early stage of exploration and verification, and it is too early to determine a clear technical direction." Liu Yiyang said.
He pointed out that gallium arsenide batteries are still the mainstream choice for commercial space and space stations in terms of practical applications. "Heterojunction (HJT) perovskite technology, which is popular in the capital market, is more based on the" cost reduction logic "proposed by individual financial institutions, and the actual products are still in the early stage of laboratory or verification, which is still far from large-scale commercialization. It can be seen that the pursuit of new technologies is currently more at the level of research and capital operation.
To sum up, the current "space photovoltaic" technology is not clear, and the hot stock market is only the result of speculation. The
current urgent
"space photovoltaic" explosion has given the photovoltaic industry new hope, but it has not changed the cruel reality. The author here reminds all enterprises that it is necessary to look up at the stars, but it is the right thing to do at present. Wang Shijiang, deputy director of the Electronic Information Department of the Ministry of
Industry and Information Technology, said at the "Seminar on the Review of the Development of the Photovoltaic Industry in 2025 and the Prospect of the Situation in 2026", " Governance of the industry volume is the top priority of this year's (2026) work. "
Since the second half of 2025, the" anti-involution "of the photovoltaic industry has achieved phased results, and the price of the industrial chain has rebounded. However, the recent "involution" of the industry seems to be quietly rising.
According to the tracking survey of digital new energy DataBM. Com, the price of component distribution channels has dropped by 0.02-0.2% last week.In addition, the price of silicon wafers has also fallen sharply, and the market has seen the expectation of price reduction of solar cells ; The Silicon Branch has also had no polysilicon quotation for two consecutive weeks, because the mainstream products of polysilicon have not been traded .
In this regard, photovoltaic enterprises should be extremely vigilant not to fall into the internal friction of "price competition", but should focus on product technology, quality, additional services, etc., from "scale, price competition" to "value competition".
In addition to sticking to the bottom line of price, photovoltaic enterprises need to actively look for new market increments.
At the above seminar, the China Photovoltaic Industry Association predicted that. China PV 
As Wang Shijiang, deputy director of the Electronic Information Department of the Ministry of Industry and Information Technology, said at the above-mentioned meeting, " Deepening international cooperation and promoting China's high-level photovoltaic going out " is one of the key tasks of the Electronic Information Department of the Ministry of Industry and Information Technology in 2026.
In the next five years, China's new photovoltaic installation space is limited, and overseas market demand is still a piece of "fat meat" that photovoltaic enterprises must keep a close eye on.
In the low ebb period, the market needs stories, and enterprises also need stories. The lively story may save the stock price of the enterprise for a while, but it can not save the future of the enterprise. What really supports enterprises to cross the cycle is never stories and concepts, but technology, cost and orders. There is nothing wrong with telling stories, but if only stories are left, enterprises are already standing on the edge of the cliff.
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