广发证券：太空光伏创造光伏行业新需求 预计全球光伏需求有望达到645GW

Core Viewpoint - The demand for energy from space satellite power, space computing, and ground data centers is expected to drive continuous growth in global photovoltaic (PV) demand, with a projected increase in global PV installations by 580 GW in 2026, representing a year-on-year growth of 6% [1] Group 1 - The anticipated global PV demand is expected to reach 645 GW, reflecting a year-on-year increase of 18.6% [1] - Companies that have established a strong presence in space photovoltaic layouts are recommended for attention due to their significant advantages [1]