Drinda(SZ:002865) DT新材料·2025-12-28 16:05Core Viewpoint - The article discusses the strategic partnership between JunDa Co., Ltd. and Shangyi Optoelectronics, focusing on the development and commercialization of perovskite battery technology for space energy applications, highlighting the advancements in battery efficiency and the growing demand for energy solutions in the space economy [1][2]. Group 1: Strategic Partnership and Technological Advancements - JunDa Co., Ltd. has signed a strategic cooperation agreement with Shangyi Optoelectronics to invest in the latter as a strategic shareholder, aiming to integrate industry and scenario resources for perovskite battery technology applications in space energy [1]. - JunDa has achieved a laboratory efficiency of 32.08% for perovskite tandem batteries, positioning itself at the forefront of the industry, with plans to complete the first industrialized N-type + perovskite tandem battery by November 2025 [1]. - The partnership will establish a collaborative mechanism for technology research and development, on-orbit verification, and application scenario expansion [1]. Group 2: Market Trends and Demand - The global low Earth orbit (LEO) satellite constellation deployment is entering a rapid growth phase, with over 100,000 satellites planned, indicating a shift towards dense networking and large-scale development [2]. - The functionality of low Earth orbit satellites is evolving from remote sensing and communication to on-orbit AI training and edge computing, increasing the demand for lightweight and efficient energy solutions [2]. - The space economy is becoming a core arena for reshaping global technological competition, with significant implications for energy supply and thermal efficiency in ground computing facilities [2]. Group 3: Advantages of Perovskite Batteries - Perovskite batteries offer advantages such as ultra-lightweight, low cost, high radiation resistance, and flexible deployment, making them a revolutionary solution for space energy challenges [3]. - The lightweight nature of perovskite batteries can significantly reduce spacecraft payload weight, thereby lowering launch costs [3]. - The cost of raw materials for perovskite batteries is substantially lower compared to traditional gallium arsenide batteries, making them suitable for large-scale applications [3].