国泰海通｜机械：SpaceX 申请百万卫星布局轨道 AI 数据中心，太空光伏与设备环节有望率先受益

Core Viewpoint - SpaceX is applying to deploy a constellation of up to 1 million satellites to support advanced AI applications, which will create significant opportunities for solar energy in the construction of orbital data centers [2]. Group 1: SpaceX's Satellite Deployment - SpaceX's application to the FCC aims to launch and operate a satellite constellation of up to 1 million satellites, designed to provide unprecedented computing power for AI [2]. - The satellites will operate in a narrow orbital shell with a width of up to 50 kilometers, at altitudes ranging from 500 kilometers to 2000 kilometers, utilizing solar power and connecting via optical links to existing Starlink networks [2]. Group 2: Solar Energy Opportunities - The demand for stable, low-cost, and replicable solar plus storage solutions is accelerating due to the increasing computational needs of data centers, shifting the ground solar installation logic from power-driven to computation-driven [3]. - The development of low Earth orbit satellites and space computing is pushing space solar energy into the industrialization verification stage, creating higher demands for high-efficiency and lightweight flexible solutions, thus opening up opportunities for high-end manufacturing and customized equipment [3]. Group 3: Industry Exploration - Solar equipment companies are actively exploring the space solar energy sector, indicating a growing interest and potential investment in this area [4].