太空能源需求爆发催化，科创新能源ETF(588830)涨超2.3%

Group 1 - The core viewpoint is that the maturity of reusable rocket technology is significantly reducing launch costs, leading to a "Moore's Law" moment in commercial space, which is driving huge demand for space photovoltaic technology [1] - Space photovoltaics must address high radiation, large temperature differences, and requirements for lightweight, cost-effective, and thin-film solutions [1] - Current technology pathways include gallium arsenide, which is mature but costly, and silicon technology, which has competitive routes such as P-type, HJT, and HBC that can achieve lightweight designs [1] - The market for space photovoltaics related to low Earth orbit satellites is projected to reach approximately 29.5 billion yuan by 2030, with optimistic scenarios suggesting the market could exceed one trillion yuan when considering space computing scenarios [1] Group 2 - The Science and Innovation New Energy ETF closely tracks the Shanghai Stock Exchange Science and Technology Innovation Board New Energy Index, which selects 50 large-cap stocks in the photovoltaic, wind power, and new energy vehicle sectors [2] - As of December 31, 2025, the top ten weighted stocks in the index include JinkoSolar, First Solar, Trina Solar, and others, collectively accounting for 46.84% of the index [2]