中信证券：太空算力走向现实 钙钛矿料将迎来新机会

Core Viewpoint - Space computing is transitioning from concept to reality, with major overseas tech companies actively investing in this area [1] Group 1: Space Computing and Energy Supply - The energy supply for space computing will heavily rely on photovoltaic technology [1] - Current use of triple-junction gallium arsenide in space is very expensive, while lower-cost crystalline silicon batteries have poor radiation resistance and cannot be used long-term in space [1] Group 2: Perovskite Technology - Perovskite is emerging as a next-generation photovoltaic technology that combines high efficiency with low cost, potentially becoming a key energy solution for space [1] - Since 2025, the industrialization of perovskite has accelerated, with breakthroughs in efficiency and stability, and multiple gigawatt-level production lines being launched [1] - Investment opportunities in the perovskite industry are recommended [1]