Core Viewpoint - The article discusses the emerging market for space photovoltaic energy, highlighting significant interest and investment in this sector following statements from Elon Musk about its potential [3][6]. Group 1: Space Photovoltaic Overview - Space photovoltaic energy refers to the use of solar photovoltaic technology in outer space to generate and supply energy, which can be transmitted wirelessly to Earth or used to power satellites and space stations [5]. - Elon Musk announced plans for Tesla and SpaceX to enhance solar energy production, aiming for an annual capacity of 100GW within three years [5][6]. Group 2: Market Response and Company Involvement - The Wind Space Photovoltaic Index rose by 9.69%, with nearly 50 stocks hitting the daily limit, indicating strong market enthusiasm [3]. - Companies like Trina Solar, Artas, and Aotai have expressed their commitment to developing technologies related to space photovoltaics, including various types of solar cells [8][9][10]. Group 3: Market Potential and Predictions - Analysts predict that the low Earth orbit satellite photovoltaic market in China could exceed $3 billion by 2030, with global market estimates reaching between $500 billion to $1 trillion if the deployment of 100GW space data centers occurs [11]. - The efficiency of solar energy in space is projected to be over 30% higher than on Earth, making it a viable long-term energy solution for space applications [11]. Group 4: Challenges and Considerations - Despite the optimistic outlook, the current cost of space photovoltaic energy is significantly higher than terrestrial solar energy, with estimates of $2-3 per kWh compared to $0.03-0.05 per kWh for ground-based solar [11]. - The commercial viability of space photovoltaics is contingent on reducing launch costs and improving solar cell efficiency within the next 10-15 years [12].

Core Viewpoint - Elon Musk, CEO of Tesla, supports space photovoltaics and reveals key production plans during a discussion with Larry Fink, CEO of BlackRock, at the World Economic Forum in Davos [3]. Group 1: Solar Energy Production - SpaceX and Tesla aim to achieve an annual solar manufacturing capacity of 100GW within the next three years [3]. Group 2: Related Companies and Technologies - Key players in the solar energy sector include: - Core battery manufacturers: Qianzhao Optoelectronics, Dongfang Risen, Junda Co., Trina Solar, Tuojiri New Energy, and Sanan Optoelectronics [4]. - Upstream equipment and materials: Jing Sheng Machinery, Juhe Materials, Zhonglai Co., and Maiwei Co. [4]. - Midstream packaging and components: Lushan New Materials and Lens Technology [4]. - Downstream system integration and on-orbit verification: Shanghai Port and Wan [4]. - Frontier technology investments and layouts: Xizi Clean Energy [4].

Group 1 - The POE film concept index rose by 4.42%, ranking 8th among concept sectors, with 24 stocks increasing in value, including Topray Solar, Chengzhi Co., and Saiwu Technology hitting the daily limit [1] - The top gainers in the POE film sector included Energon, Mingguan New Materials, and Haiyou New Materials, which rose by 13.70%, 10.59%, and 8.18% respectively [1] - The leading decliners in the sector were Fulei Ant, Wanhua Chemical, and Fengguang Co., which fell by 2.08%, 1.23%, and 0.71% respectively [1] Group 2 - The POE film sector saw a net inflow of 1.364 billion yuan, with 18 stocks receiving net inflows, and 5 stocks exceeding 100 million yuan in net inflow [2] - Saiwu Technology led the net inflow with 291 million yuan, followed by Foster, Topray Solar, and Chengzhi Co. with net inflows of 282 million yuan, 262 million yuan, and 138 million yuan respectively [2] - The net inflow ratios for Topray Solar, Saiwu Technology, and Yamadon were 58.40%, 45.63%, and 23.51% respectively [3] Group 3 - The top stocks in the POE film sector based on net inflow included Saiwu Technology with a daily increase of 10.03% and a turnover rate of 9.14%, and Foster with a daily increase of 9.97% and a turnover rate of 2.83% [3][4] - Topray Solar had a daily increase of 10.08% with a turnover rate of 5.97%, while Chengzhi Co. increased by 10.04% with a turnover rate of 8.66% [3][4] - Other notable performers included Haiyou New Materials with an 8.18% increase and a turnover rate of 8.91% [4]

Core Viewpoint - The solar photovoltaic sector has experienced significant gains, with the Wind Solar Index rising over 9% as of the report's publication [1]. Group 1: Stock Performance - Liancheng CNC reached a 30% limit-up, while Maiwei Technology, Laplace, Aotwei, and Dongfang Risheng all hit a 20% limit-up [3]. - Over 20 stocks in the sector saw gains exceeding 10%, including Junda Co., GCL-Poly, and LONGi Green Energy [3]. - Specific stock price movements include: - Liancheng CNC at 47.16, up 29.99% - Laplace at 55.54, up 20.01% - Maiwei Technology at 324.36, up 20.00% - Aotwei at 90.01, up 20.00% [4]. Group 2: Additional Stock Gains - Other notable stock performances include: - JinkoSolar at 6.88, up 19.65% - Trina Solar at 20.49, up 14.53% - Longi Green Energy at 19.35, up 10.01% [5][6]. - A total of over 10 stocks achieved limit-up status, indicating strong market interest and investment in the solar sector [3]. Group 3: Industry Developments - Elon Musk announced during the World Economic Forum that SpaceX and Tesla are working to enhance solar energy production capacity, targeting an annual output of 100 GW [6].

Core Viewpoint - The company emphasizes the importance of protecting its intellectual property and is actively applying for patents both domestically and internationally to establish a strong technological moat [1] Group 1 - The company is committed to intellectual property protection and adheres to legal regulations in its patent applications [1] - The company provides specific patent information through official disclosures or announcements from the National Intellectual Property Administration [1]

证券日报网讯1月22日，鹿山新材（603051）在互动平台回答投资者提问时表示，在太空光伏领域，公 司已深耕多年，专门针对太空光伏不同应用提出了三种封装方案，并对该领域的技术申请了多项技术专 利。近年来，公司已经向该领域客户包括一些头部企业持续出货多年。未来，公司将持续发展壮大太空 光伏胶膜封装技术，配合国家航天战略发展需求。 ...

鹿山新材在互动平台表示，公司已经发布离电型温压双模态电子皮肤，不仅可以实现压力的传感，还可 以实现温度的传感，已开始逐步送样客户测试。公司正积极与下游潜在应用领域的合作伙伴进行接洽与 方案论证，以推动技术落地。公司将全力以赴加快市场化步伐，并依据相关规则及时披露重大进展。 ...

日前，鹿山新材正式发布离电型温压双模态电子皮肤，引发业内广泛关注。鹿山新材董事长汪加胜在接 受中国证券报记者采访时表示，"十五五"时期公司将聚焦柔性显示、电子皮肤与固态电池三大高成长性 赛道，致力于成为人形机器人及智能终端产业关键材料与解决方案的核心供应商。 "此次电子皮肤发布的背后，是鹿山新材20多年来在功能材料领域的持续深耕和积累，也是公司面向智 能时代，从功能材料供应商向解决方案提供者转型的坚定一步。"汪加胜表示。 鹿山新材离电型电子皮肤 公司供图 正式发布离电型电子皮肤 1月15日，鹿山新材在广州举行主题为"触见未来，智感新生"的电子皮肤发布会，发布新一代离电型双 模态电子皮肤，机器人产业链上下游企业代表、科研机构学者等各界人士参会，共同探讨具身智能触觉 技术创新与发展前景。 据介绍，鹿山新材最新发布的电子皮肤采用"压力-温度"双模态集成传感技术，能同时捕捉压力与温度 的变化，提供更丰富的环境信息。相比传统的电容式和压阻式传感器，离电型电子皮肤具备高灵敏度和 高信噪比优势，对指尖轻触、脉搏跳动等微小力十分敏感，且能够保持信号清晰稳定。 同时，离电型电子皮肤使用的材料柔软可拉伸，能够紧密贴合机器人关节、 ...

肤 公司供图 鹿山新材离电型电子皮 ...

Core Viewpoint - Lushan New Materials has officially launched a new type of battery-free dual-mode electronic skin, aiming to become a key supplier of materials and solutions for humanoid robots and smart terminals during the 14th Five-Year Plan period [1][2]. Group 1: Product Launch - The new battery-free electronic skin features "pressure-temperature" dual-mode integrated sensing technology, allowing it to capture both pressure and temperature changes, providing richer environmental information [1]. - Compared to traditional capacitive and piezoresistive sensors, the battery-free electronic skin offers high sensitivity and high signal-to-noise ratio, making it sensitive to subtle forces like fingertip touches and pulse beats [1][2]. Group 2: Material and Cost Advantages - The materials used in the battery-free electronic skin are soft and stretchable, allowing for a close fit to complex surfaces like robot joints and fingertips without affecting movement freedom [2]. - The core sensitive materials are based on polymers and ion compounds, which can be optimized for cost control, indicating significant potential for large-scale application [2]. Group 3: Strategic Transformation - The launch of the electronic skin represents a significant step for Lushan New Materials in transitioning from a functional materials supplier to a solution provider, leveraging over 20 years of experience in functional materials [2][3]. - The company is actively responding to the demands of the humanoid robot and artificial intelligence industries by developing a series of key supporting materials [3]. Group 4: Market Applications - The electronic skin is expected to enable robots to have tactile feedback, enhancing accuracy and safety in tasks such as grasping [3]. - In health and energy monitoring, the electronic skin can provide real-time monitoring support for rehabilitation devices, smart wearables, and lithium batteries [3]. - The company aims to explore the practical value of electronic skin in real-world scenarios through collaboration with integration enterprises and research institutions [3]. Group 5: Growth Strategy - Founded in 1998, Lushan New Materials focuses on the research, production, and sales of green, high-performance functional polymer materials, with applications in various fields including renewable energy and optical displays [4]. - During the 14th Five-Year Plan period, the company is concentrating on electronic consumer products and renewable energy, promoting the development of advanced new materials [5]. - The company plans to enhance market share through new products and projects, implementing a dual-driven development strategy to solidify its market position [5].