Lushan New Materials(SH:603051) Zhong Zheng Wang·2026-01-20 07:29Core Viewpoint - Lushan New Materials (鹿山新材) is focusing on the development of packaging materials for high-performance solar cells, specifically targeting perovskite, P-type heterojunction (HJT), and gallium arsenide batteries to support the implementation of space photovoltaic technology [1][2] Group 1: Perovskite Battery Packaging - The company has developed a specialized thermoplastic film for perovskite batteries characterized by "low corrosion, high barrier, and strong compatibility," addressing sensitive industry pain points in packaging processes [1] - This product has been validated by leading companies in the perovskite battery sector, such as Xina Photonics and GCL-Poly, with some clients entering mass production [1] - The company is building a patent barrier around low-temperature crosslinking and multilayer composite packaging technologies [1] Group 2: P-type Heterojunction Battery Packaging - Since 2020, the company has been collaborating with Junshi Energy to develop packaging materials for P-type heterojunction batteries, achieving significant bonding strength at the battery-module interface [1] - This technology is currently in small-scale validation with leading aerospace manufacturers, potentially accelerating the large-scale application of P-type heterojunction batteries in space photovoltaic fields [1] - Future directions include "spectrum optimization, radiation resistance enhancement, and ultra-thin flexible packaging" to improve conversion efficiency and environmental resilience under space conditions [1] Group 3: Gallium Arsenide Battery Packaging - The flexible packaging solution for gallium arsenide batteries significantly enhances adhesion to polyimide films, effectively protecting sensitive battery structures and accommodating large curvature deformations without stress concentration risks [2] - This solution has been validated by multiple leading aerospace companies since 2022 and has begun mass supply, providing technical support for the commercial application of gallium arsenide batteries in the aerospace sector [2] - The company aims to meet the customization, reliability, and cost-effectiveness demands of space photovoltaics by focusing on "packaging materials and process solutions" and deepening industry-academia-research collaborations [2]