Xin Lang Cai Jing·2025-12-23 00:01Core Viewpoint - Space photovoltaic technology has transitioned from the experimental phase to a commercialization acceleration phase, providing long-term energy support for various applications such as space computing, deep space exploration, remote area power supply, and military emergencies [1] Group 1: Technology Advancements - P-type HJT batteries exhibit significant advantages in radiation resistance and lightweight design among existing mass production technologies, with an expected increase in penetration rate after 2026, primarily focusing on low-cost, low-power missions in low Earth orbit [1] - Perovskite and tandem batteries are anticipated to gradually take on low Earth constellation and deep space exploration tasks after 2028, leveraging their high power-to-weight ratio and radiation resistance [1] Group 2: Market Opportunities - The shift to space photovoltaic systems addresses intermittent energy supply issues faced by ground-based solar installations, creating new market opportunities in various sectors [1] - Companies leading in materials and equipment sectors are positioned to benefit from the growing demand for space photovoltaic technology [1]