太空算力中心具备颠覆性优势，HJT或为能源系统最优解

Group 1 - The emergence of "space computing" is driven by the increasing power demand in data centers due to global AI model advancements, leading to the deployment of high-performance satellites in low/mid orbits [1][2] - Space computing offers significant advantages over traditional ground data centers, including higher deployment efficiency, better energy efficiency, and lower cooling costs [1][2] - The "Zhijiang Laboratory + Guoxing Aerospace" collaboration has launched the "Trinity Computing Constellation" with 12 satellites in orbit, aiming for a future capacity of 1000 POPS [1][2] Group 2 - The energy system's weight significantly impacts the overall cost of satellites, with energy costs accounting for 22% of the total satellite economics [2] - Rollable solar arrays combined with flexible batteries are key to the development of space computing systems, with silicon-based HJT batteries being the most suitable for the new generation of rollable solar systems [2] - Companies like NexWafe and Solestial are accelerating their layouts in this area, and HJT batteries are also optimal for perovskite tandem applications, showing long-term evolution potential [2] Group 3 - The current mainstream orbits are LEO and SSO, with SSO providing stable sunlight year-round, making it the best choice for high-power data centers [3] - To address the shortage of orbital resources, space computing platforms are evolving towards large motherships and multi-satellite clusters, with Starcloud constructing a 4km x 4km solar mothership platform [3] - A 10 GW solar capacity can correspond to 448 Google Suncatcher satellites or 2 Starcloud motherships, indicating the scale of deployment needed [3] Group 4 - Investment recommendations focus on companies with overseas customer bases, such as HJT equipment leader Maiwei Co., Ltd. and Gaomei Co., Ltd., which has achieved mass production of 60μm ultra-thin silicon wafers [3]