计算机行业周报：太空光伏能源迎来拐点时刻-20260118

Investment Rating - Industry Rating: Recommended [6] Core Insights - Space photovoltaic energy is reaching a turning point, becoming a strategic solution for commercial space and high-end applications [1][2] - Photovoltaic technology is the only viable solution for energy in space, outperforming traditional fossil fuels and nuclear energy due to its sustainability, stability, and lightweight characteristics [2][15] - The demand for space photovoltaic energy is driven by the increasing number of satellites and the expansion of power requirements for individual satellites, leading to exponential growth in space photovoltaic needs [20][21] Summary by Sections 1. Space Photovoltaic Energy Reaches a Turning Point - Space photovoltaic energy is defined as utilizing solar photovoltaic technology in outer space to generate and supply energy, which is crucial for powering satellites and space stations [1] - The transition from traditional energy sources to photovoltaic technology is essential due to the high risks and complexities associated with fossil fuels and nuclear energy in space [2][15] 2. Photovoltaic Becomes the Only Solution for Space Energy - The cost of traditional energy sources in space is prohibitively high, with gallium arsenide solar panels costing around 200,000 to 300,000 yuan per square meter [12] - SpaceX has adopted the P-type HJT battery technology as the main route for large-scale production of space solar cells, with over 10,000 units tested since 2023 [2][26] - Perovskite tandem batteries are expected to become the mainstream technology for future space photovoltaics, with China leading in production capacity [12][29] 3. Space Computing Strongly Relies on Space Photovoltaic Power Generation - Space photovoltaic energy is identified as the primary energy source for space computing data centers, significantly reducing operational costs compared to ground-based systems [3][38] - The total cost of a space data center over ten years is projected to be approximately $8.2 million, compared to $167 million for a terrestrial equivalent [40] - The coupling of computing power and energy generation in space is expected to drive exponential growth in the space photovoltaic industry [39] 4. Investment Recommendations - Beneficiary companies in the solar photovoltaic sector include: JunDa Co., Maiwei Co., Yujing Co., Dongfang Risheng, Jiejia Weichuang, Gaoce Co., Aotewei, Qianzhao Optoelectronics, and Shanghai Port [4][41]