马斯克称SpaceX订购100吉瓦年产能太阳能制造设备，德国Singulus披露逾6000万欧元产线合同
德国太阳能设备制造商 Singulus Technologies 11月10日宣布，已与 SpaceX 签署一份交钥匙异质结（HJT）太阳能电池生产线供应合同，首条生产线订单金额超过6,000万欧元（约6,700万美元），计划2027年上半年交付。Singulus 将为 SpaceX 的 Starmind 卫星星座开发高性能太阳能电池及配套生产设备，支持 SpaceX 在德克萨斯州 Bastrop 扩建卫星制造。
SpaceX 首席执行官马斯克当天在 X 发帖称，SpaceX 已从德国 Singulus 订购对应每年100吉瓦产能的 HJT 太阳能制造设备，用于为 Starmind 打造一颗有感知能力的太阳。100吉瓦年产能是马斯克在帖子中的说法。Singulus 同日披露的已签合同只包括首条生产线，公司称双方计划再增设多条生产线，但没有披露后续产线的金额或确定承诺。
Singulus 称，两家公司2026年3月建立战略伙伴关系，SpaceX 曾于3月和10月向 Singulus 提供资金。100吉瓦年产能也是马斯克今年1月在达沃斯提出的产能目标，他当时称 SpaceX 与特斯拉各自要在美国建设每年100吉瓦的太阳能制造产能。Starmind 是 SpaceX 的轨道数据中心卫星星座计划，卫星靠大面积太阳能阵列供电、在轨运行计算任务，SpaceX 此前称其 AI1 卫星将于2027年开始发射。
Singulus 在法兰克福上市。法兰克福行情显示，该股11月10日上涨约57%，升至18.25欧元附近。（来源：Singulus Technologies）
Musk Says SpaceX Ordered Solar Gear for 100 GW a Year, as Germany's Singulus Discloses a Line Contract Worth Over €60 Million
German solar equipment maker Singulus Technologies said on November 10 that it has signed a turnkey supply contract with SpaceX for a heterojunction (HJT) solar cell production line, with the first line carrying an order volume of more than €60 million (about $67 million) and delivery planned for the first half of 2027. Singulus will develop high-performance solar cells and the associated production equipment for SpaceX's Starmind satellite constellation, supporting SpaceX's expansion of satellite manufacturing in Bastrop, Texas.
SpaceX Chief Executive Elon Musk posted on X the same day that SpaceX has ordered HJT solar manufacturing equipment from Germany's Singulus sized for 100 gigawatts of capacity a year, to create a sentient sun for Starmind. The 100 GW-a-year figure is Musk's wording in the post. The contract Singulus disclosed the same day covers only the first production line; the company said the partners plan multiple additional lines but disclosed no value or firm commitment for them.
Singulus said the two companies entered a strategic partnership in March 2026 and that SpaceX provided funding in March and October 2026. A 100 GW-a-year solar manufacturing capacity is also the target Musk set out in Davos in January, when he said SpaceX and Tesla would each build 100 GW a year of solar manufacturing capacity in the United States. Starmind is SpaceX's planned orbital data center constellation, whose satellites would run computing workloads in orbit powered by large solar arrays; SpaceX has said its AI1 satellites are to begin launching in 2027.
Singulus is listed in Frankfurt, where market data showed its shares up about 57% on November 10, to around €18.25. (Source: Singulus Technologies)
来源：Singulus Technologies
发布：GSM·美国（发布链接）
图片来源：图：SpaceX 猎鹰9号火箭自加州范登堡太空军基地发射星链卫星（资料图）。照片：美国太空军，公共领域。A SpaceX Falcon 9 rocket launches Starlink satellites from Vandenberg Space Force Base, California (file photo). Photo: U.S. Space Force, public domain.
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