Xin Hua Cai Jing·2025-12-24 05:27Group 1 - The core viewpoint is that P-type heterojunction (HJT) and perovskite tandem technologies are expected to become mainstream in space photovoltaic (SBSP) applications in the short to medium term [1] - SBSP is a new energy solution involving "space generation - wireless transmission - ground reception," entering a commercialization acceleration phase post-2024 [1] - The advantages of SBSP include a non-declining, ultra-stable, uninterrupted AM0 light source, with annual generation hours and energy density improved by 4-7 times and 7-10 times, respectively, compared to ground photovoltaic systems [1] Group 2 - In the short term (2024-2027), GaAs solar cells are expected to dominate high-value communication satellites and deep space exploration, but face cost and capacity constraints for low Earth orbit applications [1] - In the medium term (2026-2030), P-type HJT cells are anticipated to penetrate low Earth orbit missions due to superior radiation resistance and lightweight performance [1] - In the long term (post-2028), perovskite tandem cells are expected to accelerate breakthroughs with high power-to-weight ratios, expanding applications from spacecraft power to space solar power stations by 2030, ultimately supporting GW-scale space data centers after 2035 [1] Group 3 - The raw materials sector should focus on GaAs, high-purity gallium smelting, and silicon carbide substrate companies [2] - The equipment sector should concentrate on domestic breakthroughs in metal-organic chemical vapor deposition (MOCVD) technology [2] - The manufacturing sector should invest in battery manufacturing and power system segments, while also monitoring beneficiaries of technologies like perovskite and HJT [2]