被视为最具潜力技术路线，钙钛矿能否借机突围？

Core Viewpoint - The potential of space photovoltaic technology is gaining attention, with significant advantages over terrestrial solar power, including higher energy output and more stable energy generation [1][2]. Group 1: Industry Insights - Elon Musk's plan to deploy 100GW of solar power in space has sparked interest in the A-share market for space photovoltaic concepts [1]. - JinkoSolar and Trina Solar's leaders expressed optimism about the future of space photovoltaics, highlighting its potential to overcome current limitations in energy generation [1]. - The construction of low Earth orbit satellite constellations in China is expected to unlock substantial market potential, with over 50,000 satellites planned across various applications [3]. Group 2: Technical Advantages - Space photovoltaics can generate energy more consistently than terrestrial systems, which rely on intermittent sunlight and require energy storage solutions [2]. - The energy generation cycle in space is more stable, as low Earth orbit satellites experience regular light and dark cycles, reducing the need for extensive energy storage [2]. - The cost of solar cells for space applications is significantly higher due to the need for lightweight and UV-resistant designs, with space-grade silicon solar cells costing several times more than terrestrial counterparts [3][7]. Group 3: Future Developments - The demand for space photovoltaic systems is expected to grow exponentially with the development of space data centers and AI computing centers in orbit [4][5]. - Perovskite solar cells are emerging as a promising technology for space applications, potentially offering high efficiency and lower costs compared to traditional gallium arsenide cells [6][7]. - The commercial viability of space photovoltaics will depend on advancements in commercial space launch costs and new battery technologies [8].