Yes, it means exactly that - though soon you'll start hitting into issues with solar panel efficiency and thermal management. It's
very hard to keep things cool in space.
The space electricity tanker idea is theoretically possible, but might not make any economical sense. For it to be worth it, it would have to store a lot of energy, so that it could ship back more than the cost of moving it around, while also being competitive with simply building more bigger collectors further away (and closer to the industry). But maybe a highly eccentric orbit, with a very low perihelion, would work.
Not totally sure if the math works out on this, but I could see moving the energy-intensive industry closer to the Sun, and having it use beamed energy to move resources and products to itself and back.