中国太阳能储量在埃隆·穆斯克公司访问中国太阳能公司的报道之后上升,因为特斯拉计划建造100千兆瓦的美国太阳能生产。 Chinese solar stocks rose after reports of Elon Musk’s companies visiting Chinese solar firms, amid Tesla’s plan to build 100 GW of U.S. solar production.

中国太阳能储量在2026年2月4日猛增, 此前有报导称, Elon Musk 公司代表团访问中国多个太阳能企业, 包括Jinko Solar, Chinese solar stocks surged on February 4, 2026, after reports that delegations from Elon Musk’s companies visited multiple solar firms in China, including JinkoSolar, which saw its shares jump 20%. CSI 全部分享太阳能设备分工业指数上升6.8%,CSI SH-HK-SZ 太阳能指数上升5.6%。 The CSI All Share Solar Power Equipment Sub-Industry Index rose 6.8% and the CSI SH-HK-SZ Solar Power 50 Index gained 5.6%. 这场集会是在Musk宣布Tesla收入呼吁他计划在美国建造100千兆瓦的太阳能电池生产能力之后举行的,目的是将国内整个供应链融为一体。 The rally followed Musk’s announcement on a Tesla earnings call that he plans to build 100 gigawatts of solar cell production capacity in the U.S., aiming to integrate the entire supply chain domestically. 尽管美国对中国的太阳能进口征收关税,许多美国制造商仍然依赖中国的供应链。 Despite U.S. tariffs on Chinese solar imports, many American manufacturers still rely on Chinese supply chains. 美国在2025年前三个季度安装了超过30千兆瓦的太阳能容量。 The U.S. installed over 30 gigawatts of solar capacity in the first three quarters of 2025. Tesla和JinkoSolar没有回应评论请求。 Tesla and JinkoSolar had not responded to requests for comment.