计算机行业研究：再谈空天的NV链：SpaceX

Investment Rating - The report suggests a positive outlook for the space photovoltaic industry, indicating it may become a new growth area within the photovoltaic sector [3][18]. Core Insights - The commercial aerospace industry in China has achieved significant milestones in areas such as reusable rocket technology and large satellite constellation networking, driving rapid development in the space photovoltaic sector [3][18]. - Space photovoltaic technology benefits from continuous sunlight in space, leading to much higher energy generation efficiency compared to ground-based systems, making it a key support for long-term stable energy supply for spacecraft [3][18]. - The demand for space photovoltaics is expected to grow due to the scaling of satellite networks and upgrades in onboard equipment, driven by both quantity and quality improvements [3][18]. - The long-term development potential of space photovoltaics is becoming increasingly clear, positioning it as a promising new growth area in the photovoltaic industry [3][18]. Related Companies - Potential companies in the space photovoltaic supply chain include: Maiwei Co., Ltd., Yujing Co., Ltd., Xinwei Communication, Lens Technology, Aotwei, Liancheng CNC, and Shuangliang Energy [3][23]. - Companies involved in rocket technology include: Aerospace Power, Feiwo Technology, Western Materials, Aerospace Electromechanical, Chaojie Co., Ltd., Srey New Materials, and Guanglian Aviation [3][23]. - Satellite-related companies include: China Satellite, Mingyang Smart Energy, Sanan Optoelectronics, Shanghai Hanhua, Zhenlei Technology, Aerospace Hongtu, Zhongke Xingtou, Haige Communication, China Satcom, and others [3][23]. - Companies in space computing include: Shunhao Co., Ltd. and Putian Technology [3][23]. - Companies in 3D printing include: Huashu High-Tech, Yinbang Co., Ltd., and Bolite [4][23].