【国金电新】钙钛矿应用新纪元：数据上天，技术落地 联系人：姚遥/曾爽 #轨道数据中心打破了电源、冷却系统的制约： 电源供应方面，在正确的轨道上，太阳能电池板接受到 的能量可以比地球上高出8倍，且几乎是连续地产生电力；冷却系统方面，整个宇宙空间的平均温度约 为-270℃，大幅降低冷却系统的适配难度，满足高密度服务器集成所伴随的功耗提升。 #钙钛矿太阳能电池有望打破对标晶硅的尴尬境地： 过去市场总是把钙钛矿看作晶硅的下一代技术路 线，而忽视了其作为薄膜电池所具备的高效率（单结理论33%，双结理论45%）、柔性、带隙可调、成 分可调等优势；且太空应用场景恰恰规避了钙钛矿在大气环境中易受水汽侵蚀而稳定性相对较差的缺 陷，相比当前主流的薄膜电池材料砷化镓、碲化镉，钙钛矿的制备工艺简单、成本低、无毒、效率更 高，有望更快在特殊场景应用方面实现对主流薄膜电池的迭代。 #测算xGW数据中心匹配7-8xGW钙钛矿电池： 根据StarCloud 5GW的轨道数据中心4km*4km的电池板部 署尺寸，假设单结钙钛矿电池效率达到30%，宇宙中太阳光强为地球的8倍，对应电池片总功率为 38.4GW。 近期我们了解到钙钛矿组件企业已陆续 ...

Core Insights - Elon Musk announced that the advent of Starship paves the way for the large-scale deployment of solar-powered AI satellites, which he believes is the only path to achieve an annual deployment of 1 terawatt of AI computing power [1] Group 1: SpaceX and Launch Capabilities - SpaceX is projected to handle over 90% of global orbital payload launch tasks this year, with China accounting for approximately 5% and the remaining 5% shared among other U.S. companies and countries [3] - Musk predicts that once Starship achieves high-frequency launches, SpaceX could take on over 99% of global orbital transportation tasks, which is crucial for the Mars colonization plan [3] Group 2: AI and Computing Infrastructure - Musk's xAI company is constructing a supercomputing center in Tennessee equipped with a million GPUs but faces significant power shortages, necessitating additional power generation facilities [5] - Several space startups are planning to deploy data centers in orbit to utilize solar energy to address the substantial energy demands of AI computing. Companies like Starcloud aim to operate simplified AI models from space data centers, with future goals of establishing gigawatt-level orbital data centers [6] Group 3: Mars Mission Timeline - The Starship program is expected to land the Optimus robot on Mars by the end of 2026, with potential crewed Mars missions planned between 2029 and 2031 [6]