Hua Xia Shi Bao·2026-01-23 14:17Group 1 - The commercial space sector has become a focal point in the capital market, with space photovoltaics gaining significant attention, as evidenced by a 30.57% increase in the space photovoltaic index over nearly 60 trading days [2] - Key companies in the space photovoltaic sector include Junda Co., Ltd., Tuori New Energy, Zhonglai Co., Ltd., Jinjing Technology, Trina Solar, and Jiejia Weichuang, with Junda Co., Ltd. showing remarkable performance, with a stock price increase of 125.89% in the same period [2] - The acceleration of satellite deployment in low Earth orbit, including SpaceX's approval for 7,500 new Starlink satellites and China's application for 203,000 satellites, has driven the demand for space photovoltaics as a sustainable energy source [3] Group 2 - Space photovoltaics are favored for satellite energy supply due to their advantages, such as immunity to weather interference and simpler installation compared to traditional solar setups [4] - The high cost of space photovoltaics, primarily using gallium arsenide materials, poses a significant challenge, with current prices for space-grade gallium arsenide solar cells being over 1,000 times that of terrestrial silicon cells [4] - Perovskite materials are emerging as a potential next-generation solution for space photovoltaics, although their long-term stability and large-scale production remain to be validated [4] Group 3 - The space photovoltaic concept has gained momentum in 2026, with multiple brokerages predicting a "trillion-level market," prompting various photovoltaic companies to engage in strategic partnerships and research [5] - Recent collaborations include a strategic partnership between Dongfang Risen and Shanghai Port Construction Group to develop perovskite and p-type heterojunction battery technologies for space energy applications [5] - Trina Solar has established a comprehensive layout in three key areas: crystalline silicon batteries, perovskite tandem batteries, and III-V gallium arsenide multi-junction batteries, anticipating significant market potential as reusable rocket technology advances [6] Group 4 - Trina Solar has reported collaborations with leading aerospace companies in Europe and the U.S. for its crystalline silicon products, focusing on perovskite and silicon tandem products for satellite applications [6] - Junda Co., Ltd. has seen its stock price double since embracing the space photovoltaic concept, with a recent closing price of 90.4 yuan per share [6] - Other equipment manufacturers, such as Aotwei and Maiwei, have also experienced significant stock price increases, with Aotwei's stock rising by 74.44% and Maiwei's by 68.58% over 20 trading days [6][7]